This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Target-date funds (TDFs) are diversified investment ...

The Mutual Fund Evaluator pages generated by A+ Investor provide statistics about a fund’s portfolio. For example, below is the snapshot of the big-picture asset allocation for Vanguard Target ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

Target-date investment strategies accounted for more than $4 trillion in assets across mutual fund and collective investment trust vehicles as of the end of 2024. If target-date funds were a country’s ...

Americans are well aware that many investors don't have enough saved for the retirement of their dreams. But that doesn't mean they're not doing anything about it. Participants in retirement savings ...

When evaluating an investment for a buy-and-hold strategy, ask yourself: How confident would you feel holding it through years of flat or negative returns without capitulating? No matter how strong ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fidelity is among the top five largest fund families in the world. The ...

There used to be no place like home for target-date funds. After more than a decade of US stocks outperforming the rest of the world, however, target dates’ long-held home bias has nearly vanished—and ...

In its third rate cut this year, the Federal Reserve slashed the key interest rate by 25 basis points in December. In line with market expectations, the overnight borrowing rate was lowered to a ...

This year, major U.S. indexes like the S&P 500, the Nasdaq Composite and the Dow Jones Industrial Average have given investors positive returns of 14.8%, 18.1% and 3.8%, respectively. The Consumer ...

The target-date fund industry experienced significant growth in 2024, with total assets rising 15 percent to reach $3.97 trillion by the end of the year, according to a new report from Sway Research.

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...