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Target-Date Assets Reach Record High $3.5 Trillion in 2023

Published: February 14, 2024

Fees continued to fall, performance rallied and assets grew, according to Sway Research.

Source: plansponsor.com

Related Topics:

United StatesChrisj BrownBlackrock Lifepath TdfsCapital Group American FundsCapital GroupVanguard GroupFidelity InvestmentsSway ResearchTarget Date MarketExamining Asset Trends Across ProvidersManagement StylesGlide Path StructuresAmerican FundsLifepath IndexBlackrock Lifepath

Passive TDFs Continue Market Gains Against Active TDFs

Published: February 15, 2023

Target-date funds invested passively extended an asset winning streak over their active-suite counterparts, new research found.

Source: plansponsor.com

Related Topics:

Chris BrownSway ResearchTarget Date MarketExamining Asset Trends Across ProvidersManagement StylesGlide Path Structures