Target Date Fund Misses, A guide for 401(k) participants on Target Date Funds

  • Written by David
  • July 18, 2013 at 12:06 am
  • 0
  • When investors choose target date funds, they don’t necessarily get what they think they ordered. In fact, different funds with similar names and identical target dates have wildly different allocations – and results. It helps to look deeper into the fund prospectus and ask questions before buying one of these investment products.

    Before blindly choosing a TDF and assuming that it handles asset allocation the best way for you, speak to a financial advisor or your company’s plan sponsor to make sure that the fund you are eyeing is right for you.

    To learn more about target-date funds, click here.

    Here is the article, as published on Morningstar.com CLICK HERE.

 

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