3Q20 TDF Flows

With another quarter in the books, we’ll take another look at asset flows within the Target Date industry.


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Blending Active and Passive in TDFs

Target Date Funds (TDFs) are often categorized by being active or passive based on the makeup of the underlying holdings. Many issuers also offer blended or hybrid TDF series, which utilize both active and passive underlying holdings. However, the specific blend of active and passive holdings can be very different among issuers.


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2Q20 Target Date Fund Flow

With the United States, and world, currently entrenched in pretty massive uncertainty around COVID-19, unemployment, finances, politics, etc., it’s not surprising the industry saw a pretty massive dip in Target Date Fund (TDF) flow for the 2nd quarter. In this piece, we’ll look at those trends as well as track some general quarterly flow data.


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Target Date Fund Revelations During Market Upsets

Here at TargetQ Views our goal is analysis and thoughts on retirement investing, so it was a pleasure (and a lot of fun) to work with reporter Randall Smith on his article “What the Market Selloff Revealed About Target-Date Funds” published in the Wall Street Journal on April 6th, 2020.


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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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