Investors should do “duration matching” while selecting a fund from this category. They have multiple goals such as their children’s education, their wedding, and their own retirement. “They can ...

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 ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...

A new study by independent financial services firm Mesirow suggests that private assets can improve target date fund efficiency when implemented with disciplined fiduciary guardrails.

Like other target-date funds, the Federal Thrift Savings Plan’s TSP L Funds are among the retirement plan’s most popular options. The funds, also known as the TSP Lifecycle Funds, accounted for more ...

Individuals planning to invest in mutual funds for long-term goals such as retirement or children’s education will soon be ...

The T. Rowe Price Retirement 2040 Fund is tailored for people who expect to retire between 2036 and 2040. It is based on a glide path that gradually becomes more conservative as an investor approaches ...

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’ ...

SEBI superseded earlier provisions on scheme classification and consolidated a revised structure aimed at ensuring funds ...

SEBI has discontinued the solution oriented mutual fund category, including retirement and children’s funds, and introduced a ...

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 ...