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With the introduction of“ Target Date Plus,” American Funds, in partnership with Morningstar, has taken target date funds to their next logical stage of personalized allocations based on five easily attainable data points. “The industry started with risk-based funds,” said Brendan Mahoney, Head of Institutional Retirement Strategic Growth, Capital Group.“...
Target Date Plus is the next logical step of personalized allocations.
Next Evolution Target Date Service Meets Individual Retirement NeedsLOS ANGELES and CHICAGO, April 4, 2022 /PRNewswire/ -- Capital Group, home of ...
The service, powered by Morningstar Investment Management, will provide personalized investment advice to retirement plan participants through its user interfaces and network of integrated recordkeepers.