2Q20 Target Date Fund Performance

With the market trepidation of the 1st quarter having quickly receded, the 2nd quarter was notable for its complete turnaround performance-wise. Equities climbed significantly higher, with some areas of the market surpassing recent highs from late March. Fixed income kept moving right along as interest rates stayed relatively flat during the quarter. So, how did Target Date Fund performance fare?


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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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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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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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