5 Year Target Date Performance – What’s Up?

While investors had a pretty easy ride heading into 2020, they definitely experienced some bumpiness during the tumultuous 1st quarter. Even with this horrible first quarter taken into account, though, most target date investors have still experienced positive performance over a longer-term five-year view. However, looking back over the past years also illustrates some odd anomalies in performance.


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How Top TDFs Fared in 1Q20

Since the middle of February an undeniable sense of the unknown has taken hold over our country. We are all in the the same boat, just wanting the next answer. As everything has come to a halt, something none of us are used to, and most everything has taken a toll from an invisible enemy.


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4Q19 TDF Flows

The 4th Quarter of 2019 saw some interesting flow activity into TDFs. While there are many ways to slice and dice the information, we’ll take a look at some interesting highlights below.


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You cannot be Serie(ou)s!

One of the most decorated tennis players—tied for 14th on the all-time number of grand slams list—is John McEnroe. However, he is probably remembered by most for his frequent questioning of the chair umpire. His most memorable tirade in 1981 at Wimbledon was a quote that eventually provided the title for his memoir… “You cannot be serious!”


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3Q TDF Industry Glide Path Changes

Target Date Funds (TDFs) have a pre-determined glide path which drives its asset allocation. While it does not happen frequently per se, this pre-determined path can be changed by the TDF issuer at any time. These adjustments can be smaller more fringe changes or more wholesale methodology changes.


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