Tag Archives: target date funds
The Target Date Industry Needs Appropriate Benchmarks
Target date funds have seen tremendous growth. At the end of 2019, assets in target date mutual funds reached nearly USD 1.4 trillion, impressive growth from USD 256 billion a decade ago.[1] Other than a brief dip in the fourth quarter of 2018, the growth of assets has been fairly stable with an upward trajectory…
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S&P STRIDE Target Date Funds: Making STRIDEs in Evaluating the Performance of Retirement Solutions
Back in the Great Recession of 2008-2009, participants experienced a dramatic stock market decline. The S&P 500 index had a “peak-to-trough” decline of 51 percent! Coincidentally, many retirees and near-retirees were gaining their initial experience with something called a Qualified Default Investment Alternative (QDIA). The QDIA is a “safe harbor” (Department of Labor Regulation 29…
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