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SPY+0.8%
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DIA-0.3%
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BTC+2.5%
ETH+1.8%
DEMO
SPY+0.8%
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SYSTEM: OFFLINEQILTRACK: V4.0
BTC+2.5%
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DEMO

Target-Date Fund

A fund that automatically adjusts asset allocation based on a target retirement year.

fund typesretirement

Definition

Target-date funds automatically adjust their asset allocation as the target year approaches. Early years emphasize stocks for growth; approaching retirement, the fund shifts toward bonds for stability. They're popular in 401(k) plans as all-in-one retirement solutions requiring no rebalancing from investors.

Example

A 2050 target-date fund for someone retiring around 2050 might hold 90% stocks today, gradually shifting to 40% stocks by 2050.

FAQ

What is Target-Date Fund?

A fund that automatically adjusts asset allocation based on a target retirement year.

Why is Target-Date Fund important?

Target-Date Fund helps investors evaluate fund types and make more informed decisions.

Related Terms

This content is for informational purposes only and is not investment advice.

Target-Date Fund - Definition & Meaning | Financial Glossary