5 portfolio lessons from target-date funds

Target-date series have been developed by asset-allocation teams with extensive resources and vast experience – you should benefit from their insights

Josh Charlson 6 August, 2019 | 2:13AM



Target-date funds are one of the industry’s better innovations from an investment perspective. I’ve been impressed by target-date funds from when I first began researching them in 2009 as part of the team at Morningstar that launched our original target-date series ratings and reports. The funds manage to roll up a highly sophisticated investment process into a product that’s extremely easy to use for the average investor.

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About Author

Josh Charlson  Josh Charlson is a senior fund analyst with Morningstar.