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Fund Spy

Absolute-Return Funds Aren't Hitting Their Mark

Investors would have generally done better in portfolios of passive investments than in target-return funds.

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We recently released a study of the generally disappointing results that much-hyped objectives-based investments have delivered to investors. A summary of the research can be found on Morningstar.com, and the full paper is on our corporate site. Today's article looks more closely at multiasset target-return funds, one of the fastest-growing subsets of objectives-based investments.

Janet Yang, CFA does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.