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Target-Date Funds Are Tanking, But Don’t Throw In The Towel

FYI: It has been a tough year for investors in general, but investors in target-date funds have more reason to be wondering what went wrong. The average fund lost 4% this year through Dec. 10, notes Morningstar, while the S&P 500 is up just under 1%. Not one of 664 target-date funds on the market, which together hold more than $1.1 trillion in assets, has had a positive return, according to Morningstar.
Regards,
Ted
https://www.barrons.com/articles/target-date-funds-fall-but-can-still-help-with-retirement-51544817528?mod=djem_b_Weekly barrons_daily_newsletter

Comments

  • Interesting that they cite Professor S lauding TRP (a firm I actually like), which happens to be the most expensive on the chart. Since Vanguard is 0.5% x 20 (25, 30 yr?? [optimists live longer] cheaper, I'll take my 10, 12.5 or 15% to good cheap restaurants, a lake shore cabin, a winter in Portugal, my granddaughters' college graduations, any place but the grave.
  • edited December 2018
    TOO MUCH HYSTERIA!

    Run the market straight up for months on end to unsustainable heights. Than “wring your hands in richeous indignation” on a little correction (quote borrowed from @Ted). For the year TRRIX is off about 2.8%. Me about the same. It’s a 40/60 fund. But I suspect you can find quite a few 60/40 funds off just as little or even less.

    So since when does a 3 or 4% dinging over a one year period constitute “tanking”? A cliche in sports is “Act like you’ve been there before.”. Might also apply here.
  • I was wondering how TSP funds (target date) were doing ytd.
    @ johnN : can you help me out as you're a TSP user?

    Thanks , Derf
  • Derf said:

    I was wondering how TSP funds (target date) were doing ytd.
    @ johnN : can you help me out as you're a TSP user?

    Thanks , Derf

    FedSmith site has the YTD summary in a chart a little less than half way down this page on the right.
    https://www.fedsmith.com/category/pay-benefits/
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