Millennials born in the early 1980s to mid-1990s are beginning to enter middle age and their peak earning years. This generation entered the workforce around the time of the Great Recession and has ...
Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple ...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the ...
This fund’s objective is to provide the highest total return over time, with an emphasis on capital growth and income. The fund invests in a broadly diversified portfolio of other T. Rowe Price stock ...
I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...
PGIM Target Date Fund performance relative to custom benchmarks was mixed in the second quarter. A higher percentage of overall bond exposure allocated to TIPS detracted from results in the quarter.
These three ETFs can help you construct a solid retirement portfolio instead of relying on target-date funds for your planning.
Susan Dziubinski: I’m Susan Dziubinski with Morningstar. We’re in the thick of tax season, which means many investors are making IRA contributions, and target-date funds can be ideal IRA investments.
PGIM Target Date Funds feature a differentiated three-stage glide path, diversified asset exposure, and a blend of active/passive management for cost efficiency and alpha. Q1 2025 saw mixed results: ...
U.S. investors are increasingly seeing the value from a one-stop shop retirement fund. Like others in the T. Rowe Price Retirement series, the 2035 fund invests in global stocks and bonds. Its asset ...