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The Best Target-Date Series

A surprise retirement and our updated methodology lead to a shake-up of series with Morningstar Analyst Ratings of Gold.

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Target-date strategies play a central role in many Americans' retirement success by often serving as the default investment option in their defined-contribution retirement plans. At the end of March, assets in target-date mutual funds and collective investment trusts totaled approximately $1.9 trillion, up from $1.7 trillion at the end of 2018 but down from its peak of $2.2 trillion before the coronavirus-driven bear market in the first quarter.

The recently published 2020 Target-Date Strategy Landscape covers trends shaping target-date strategies and reviews their performance during the onset of the most recent bear market. (Morningstar Direct and Office clients can find the full report here.)

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Jason Kephart does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.