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Special Report on

Picking a Target-Date Fund

picking a target date fund special research report Photo by afterhoursinvesting.com
When you hold a fund over the long term, fees can add up significantly over your lifetime. Most target-date fund participants lose 30 percent or more of their potential retirement income to fees, according to a recent Towers Watson analysis of target-date funds. That works out to be between 5 and 15 years worth of retirement income that is deducted from 401(k) accounts over a worker’s lifetime. Passively managed and institutionally priced target-date funds generally had the lowest fees, while actively managed retail funds charged the most, the study found. [See 7 Tips for Picking a Target-Date Fund .] Consider a worker ...
40.3% of seats, or 124 out of 308, up from 99 seats in 2004, and 36.3% of votes: up from 29.6% in the 2004 election. The election resulted in a minority government led by the Conservative Party with Stephen Harper becoming the 22nd Prime Minister of Canada . By proportion of seats, this was Canada's smallest minority government since Confederation . Despite this it was the longest serving minority government led by a party other than the Liberal Party of Canada, and the third longest serving minority government overall.
REVIEWS AND OPINIONS
WSJ89 Fund Track TargetDate Funds Embrace Commodities | Cmemarkets ...
WSJ(8/9) Fund Track: Target-Date Funds Embrace Commodities Sun Aug 08 20:32:54 2010 EDT (From THE WALL STREET JOURNAL) By Ian Salisbury After being hit hard during the credit crisis, many target-date funds are turning to an investment that could help damp volatility: commodities. Professional investors have long debated whether it is appropriate for mom and pop to own mutual funds or exchange-traded funds tied to gold, oil or agricultural goods like wheat. These assets don't necessarily produce attractive long-term returns and can push up investing costs. Still, they also may avoid getting caught up in stock- ... market research, surveys and trends
How Does Your Target Retirement Fund's Glide Path Compare? » My ...
about the pros and cons of Fidelity’s Freedom Funds was an interesting chart that incorporated data from all of the target-date retirement funds. These funds were getting really popular as a set-and-forget type of investment, until many people found found out in 2009 that their risk tolerance didn’t necessarily mesh with the what the investment company thought it would be. A fund’s “glide path” is how they shift their asset allocation to be more conservative as time goes on and they near the retirement target date. A very general way to measure this is to take the percentage of the fund invested ... market research, surveys and trends

SURVEY RESULTS FOR
PICKING A TARGET-DATE FUND

Mutual Funds & ETF Advice - Investing in Mutual Funds & ETFs
Investors still trust the safety of bond funds. June was another good month for fixed income. The Investment Company Institute reported that overall, mutual funds saw net inflows, mostly into bond funds Valley Forge Fund: How a One-Man Mutual Fund Beats the Rest Ben Baden You've probably never heard the name Bernard Klawans. For four decades, the 89-year-old has managed a mutual fund single-handedly. Klawans has never had any formal training in money management or finance, yet he has been able to outperform some of the greatest minds in the fund business. The aptly named Valley Forge fund has weathered some of the worst ... industry trends, business articles and survey research
Consuming Interests: Investments - Consumer news and tips on ...
Some compare the emotional rollercoaster we're on to the Five Stages of Grief: Denial, Anger, Bargaining, Depression and Acceptance. So, have you moved past the loss of 40 percent of your 401(k) and onto acceptance? Or, are you still grieving? And if so, what stage are you at? I'm writing an article on how emotionally recovering from market losses may take years and interested in talking to investors about how they are coping. Let me know here, or send an email to eileen.ambrose@baltsun.com. As the country tries works to pull itself from a recession, a study released today found that more private investment ... industry trends, business articles and survey research
RELATED NEWS
How to Pick a Target-Date Fund
Dow Jones Reprints: This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers, use the Order Reprints tool at the bottom of any article or visit www.djreprints.com WEEKEND INVESTOR JULY 24, 2010 Although "target date" funds aim to take the complexity out of investing for retirement, comparing the performance of the fund families that sponsor these all-in-one portfolios is anything but simple. While two firms might post similar return results, they can use vastly different strategies to get there. New data from ... market trends, news research and surveys resources
The City's New Dollar Menu
Eric Simit, a Jamaican immigrant, has been driving private commuter vans, most commonly known as "dollar vans," for 15 years in western Queens. He works six days a week -- from morning rush hour to the end of the evening commute, charging $2 a ride. It's harder to make a profit lately, Simit says, as more vans hit the pavement. With little enforcement, many have found driving a �dollar van� an easy alternative to unemployment. "It is the fastest way to make money fast," he said. But Simit, other van drivers and their fast-cash business are becoming a more formal means of transport. In what Baruch ... market trends, news research and surveys resources

INFORMATION RESOURCES

Satisfying ERISA's Fiduciary Requirements for Selecting Target ...
See, e.g., Special Report: Retirement Benefits, Five Questions For Picking a Target Date Fund, by Mark. Bruno, Financial Week, June 23, 2008, available at ... technology research, surveys study and trend statistics
Investor Bulletin: Target Date Retirement Funds
Investing for retirement can be complex.� When deciding where to invest, you may need to make a variety of decisions, including how to balance the risk of losing money with the desire to increase your returns, keeping in mind that inflation may reduce the purchasing power of your savings and you or your spouse or partner may live longer in retirement than you expect.� Recognizing this, a number of companies offer �target date retirement funds,� sometimes referred to as �target date funds� or �lifecycle funds.� These funds are designed to make investing for retirement more convenient by automatically changing your investment mix ... technology research, surveys study and trend statistics
UC Pathway Funds
The UC Pathway Funds are man- aged to adjust risk level as each approaches a target date. Simply select one of the Funds by choosing the year ...
REAL TIME
PICKING A TARGET-DATE FUND
QUESTIONS AND ANSWERS
WikiAnswers - What is the Definition of a high risk target
Primary decision making process for identifying hazards and controlling risks across the full spectrum of Army missions, functions, operations, and activities. What is the difference between high definition and very high definition tv? High definition television is defined by the HDTV standards of 1080 line and 720 line images. Any image format that uses these line counts is regarded as HD. 1080i (interlaced image) and 1080p... What is the best definition of a targeted resume? A resume that is written for one specific job instead of containing an overveiw of information. What is the definition of Target Group? A target group are ...
What is the best and lowest cause mutual fund to get in florida ...
Your state of residence makes no difference. Before you worry about picking a specific fund, you need to decide what TYPE of fund meets your needs: Equity? Bond? Asset allocation? Target date? There are many different types of mutual funds. 3 months ago Sign in to vote! 1 Rating: Good Answer 1 Rating: Bad Answer Report Abuse Sometimes none of the answers get it just right. If so, pick "No Best Answer". Voters DO NOT get any points for voting on the No Best Answer. Sign in to vote!