EPIC Retirement Plan Services
Loren D. Stark Company
Randall & Hurley, Inc.
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|Investors Reap the Gains of Target Date Funds|
Morningstar; free registration may be required
Apr. 7, 2015
"By the end of 2014, more than 10 target-date series had amassed a decade or more of investor-return history, making for an opportune moment to take a closer look at how investors have fared with the funds. The news is good: Target-date funds' annualized asset-weighted investor return during the last 10 years through December 2014 stood at 6.1%, 1.1 percentage points greater than the category's 5.0% gain. In contrast ... most broad investment categories, such as U.S. equity, international equity, and taxable bond, had negative investor-return gaps."
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