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Are target date funds the right choice to meet retirement investing goals? According to a recent Vanguard study, 77% percent of retirement plan participants are hoping so.1 What’s the attraction? Target date funds offer investors the ability to create a risk-appropriate asset allocation across multiple asset classes that automatically rebalances over time – all by purchasing one fund.
The investment strategy is based on limited criteria: The funds either allow you to select the year you will retire, or they select it automatically based on age. As retirement gets closer, the allocation becomes more conservative.
Target date funds (TDFs) are often the default option on many 401(k) plans. Investors are automatically enrolled in an age-appropriate TDF when they sign up, and then many never bother to revisit the investment.
TDFs are essentially a wrapper in which funds of a variety of asset classes are combined in different weightings. A... ...
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