3Q20 Target Date Performance

After a very rough 1st quarter and a very strong bounce-back during 2nd quarter, the 3rd quarter was a bit more normalized, albeit still relatively strong. Performance during 3Q20 was, across-the-board, positive and enjoyed the springboard of a strong July and August despite a bit of a pullback in September


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2Q20 Target Glidepath Changes

Target Date Fund (TDF) issuers have a stated target glidepath they adhere to when building asset allocation within the different vintages. One caveat is that many issuers have the ability to adjust exposure from this target/baseline exposure based on market conditions. However, issuers also have the ability to alter this target glidepath as they see fit. Often, these changes are relatively minor, but sometimes a more significant shift may occur.


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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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