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Morningstar Survey of Target Date Series Assets, 2013 (PDF)
Morningstar
June 27, 2013 "Target Date series assets crossed the $500 billion mark in 2013's first quarter, marking strong growth in a maturing industry.... [A]nalysis of target-date glide paths showed most should deliver similar results that should sufficiently support retiree spending to age 85. Results begin to notably diverge beyond that age, however, with glide paths with less exposure to stocks carrying increased risk that retirees will outlive their savings. Glide paths that shift their asset allocation to retirement and those that continue to shift after retirement are likely to produce similar outcomes for investors up to age 85 ... Beyond that age, however, results diverge." MORE >> |
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