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For a second consecutive year, low costs and a straightforward, all-index approach helped to drive gold rating results for Vanguard Target Retirement Funds from Morningstar investment research firm.
Sub-asset allocation, the impact of costs, and stability issues that could result from tactical changes are all factors to consider with TDF glide paths, and are examined in this Vanguard research report.
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Before plan sponsors commit to a custom target-date strategy, they must weigh the benefits and costs of a custom approach versus a proprietary TDF series. This paper offers a comprehensive due-diligence overview.
Tracking error can be a good way to measure how an index fund is doing—but the all-index Vanguard Target Retirement Fund series has a different objective and methodology that make tracking a less exact science.
This Vanguard research report highlights the dramatic increase in adoption of TDFs and other professionally managed investment strategies in DC plans and explains how these strategies are reshaping investment behavior among participants.
Matt Brancato of Vanguard's Portfolio Review Department poses a critical question to plan sponsors about the end point of their TDF glide path, along with new Vanguard research to help inform their decision.
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