Wednesday, March 17, 2010 2:18:12 AM EDT
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Before investing in a mutual fund, be sure to carefully consider the fund's objectives, risks, charges, and expenses. For a prospectus containing this and other important information, please contact the fund company or a TD AMERITRADE Client Services representative. Please read the prospectus carefully before investing.
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Morningstar Associates, LLC is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. The information, data and opinions contained herein include proprietary information of Morningstar Associates and may not be copied or redistributed for any purpose. The mutual funds selected by Morningstar Associates for the Premier List have been derived from a universe of mutual funds made available through TD AMERITRADE. Both the universe of mutual funds defined by TD AMERITRADE and the Premier List are subject to change without notice. Morningstar Associates does not warrant this information to be accurate, complete or timely. Morningstar Associates is not responsible for any damages or losses arising from the use of this information. Particular mutual funds on the Premier List may not be appropriate investments for you under your circumstances, and there may be other mutual funds or investment options offered by TD AMERITRADE that are more suitable. Past performance is no guarantee of future results.
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Target-Date Investors Stick Around, Earn Better Returns
Set-and-forget leads to superior asset-weighted returns, Morningstar data shows.
No other fund of any flavor has attracted as much criticism as target-date funds, and no other type of equity mutual fund has sold so well in recent years. In contrast with other funds that contained large amounts of stocks, target-date mutual funds picked up new assets throughout the late 2000s. Morningstar estimates that $146 billion have flowed into target-date mutual funds over the past three calendar years. In each of those years, every single category of target-date funds enjoyed positive inflows, from Retirement Income funds on the short end to Target-Date 2050+ fund… Full Story