Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...

A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...

Vanguard's target-date funds might very well be the Lean Cuisine your portfolio needs. I suppose some context is in order. Comedian Patton Oswalt has a bit about going to the frozen-foods section of a ...

The T. Rowe Price Retirement 2025 Fund is part of the increasingly popular category known as target-date funds. These funds invest in global stocks and bonds, shifting the asset mix toward a more ...

Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

The investment seeks growth of capital. The fund seeks to achieve its investment objective by investing at least 80% of its net assets (defined as net assets plus the amount of any borrowing for ...

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’ ...

Target-date strategies have become a cornerstone of retirement investing in Canada, particularly within group retirement plans. As more Canadians seek simple, professionally managed solutions, these ...

Investors will most likely see private funds start to become a part of target-date funds before defined contribution plans in the wake of President Trump's executive order making it easier to provide ...

The BlackRock ESG Capital Allocation Term Trust offers diversified equity and fixed-income exposure. Learn more about its ...

Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.