While Vanguard Target Retirement Funds lagged the S&P 500 through Q3 2018, this dynamic flipped in the fourth quarter, demonstrating their ability, as well-diversified investment portfolios, to protect value in a sharply down equity market.
Recent posts
Would an “auto-annuitize” feature in a TDF benefit participants? Vanguard’s John Croke explains why this would require plan sponsors to base the annuity decision on limited participant information and suggests other changes plan sponsors could make within today’s regulatory environment.