The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. New research from Morningstar shows that the glide paths of target-date funds continue to shift more heavily toward equities. What does ...

The problem with a one-size-fits-all philosophy is that it never truly fits everyone. Thanks to many employers auto-enrolling employees in a 401(k), target-date funds have grown in popularity as a ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...