Comparing Passive Target Date Funds

We’ve talked a fair amount about Passive vs Active TDFs, which refers to the type of underlying vehicles the TDF utilizes. (Note: There’s also Blend TDF which use a mix of active as passive vehicles). While these passive TDFs each follow their own glidepath, the holdings themselves are not necessarily homogeneous. In the following we’ll compare the underlying exposures of the top passive TDFs.


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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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Not the March Madness We Expected

We truly are living in historic times and, from our family to yours, wish nothing but the best as everyone’s health and safety is all that matters right now. The Novel Coronavirus (COVID-19) has rapidly shut down our economy and put everyone’s health at risk. We recognize that the emergence and spread of the virus has created global uncertainty causing markets to react strongly, which can be unsettling for anyone.


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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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4Q19 TDF Returns

As we march along into 2020, we’ll start reviewing what occurred in the TDF market in the last quarter on 2019. The first aspect we’ll look at is returns.


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