1Q20 TDF GlidePath Changes

As we’ve talked about in a couple previous posts, TDF issuers have the right to alter their glide path at any given time. Any given quarter may see numerous or few (if any) changes within the industry. Despite the tumultuous market in the 1st quarter, the industry saw minimal glide path changes.


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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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CITs: The ‘other’ TDF vehicle

Mutual funds have been the preferred vehicle for Target Date Funds since TDFs' infancy. Because Target Date Funds employ a fund-of-funds structure, it made sense for TDFs to be offered in a mutual fund vehicle as well. However, the TDF market is transitioning to Collective Investment Trusts (CITs) as a preferred vehicle.


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Happy Holidays!

It’s the holiday season once again. With the numerous parties that often come at this time of year, whether it be with coworkers, friends, or family, quite often the celebration involves food, drinks, and hard to resist treats! The preparations for these parties often include menu planning, such as depicted in the best Christmas movie ever, National Lampoon’s Christmas Vacation.


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TDF Holdings: Active vs Passive (vs Both!)

It’s the holiday season once again, and for the kid in us, it’s time to look forward to unwrapping presents. It’s not unusual to be surprised by what’s inside the box. Sometimes it’s for the best but, unfortunately, sometimes it’s for the worse.


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