Target Date

Target Date Funds have a mandate to grow assets over a specified... Target Date Funds have a mandate to grow assets over a specified period of time to reach a targeted goal. These funds employ a strategy where asset allocation becomes more conservative as the target-date approaches. These funds can be made up of any asset class, including equities and bonds. To find out detailed information on Target Date in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 09/24/23 View more View less

Target Date Funds have a mandate to grow assets over a specified period of time to reach a targeted goal. These funds employ a strategy where asset allocation becomes more conservative as the... Target Date Funds have a mandate to grow assets over a specified period of time to reach a targeted goal. These funds employ a strategy where asset allocation becomes more conservative as the target-date approaches. These funds can be made up of any asset class, including equities and bonds. To find out detailed information on Target Date in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 09/24/23 View more View less