Jeremy Stempien

• Q3 Good for Target Funds, Asset Classes

  By Janet Levaux, AdvisorOne  |  November 21, 2012

  The latest report on fund performance from Morningstar’s Ibbotson Associates shares the results of the third quarter.

• Target-Date Results Falling Behind

  By Janet Levaux, AdvisorOne  |  August 23, 2012

  The second quarter wasn’t kind to the markets or target-date funds, according to Ibbotson Associates.

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  Custom TDFs Will Surge to $218B by ’16: Cerulli

  By Janet Levaux, AdvisorOne  |  August 13, 2012

  They could represent about 22% of target-date assets in four years, as investors seek to embrace alternatives and boost returns.

• Highlights of Q1 Target-Date Report

  By Janet Levaux, AdvisorOne  |  May 24, 2012

  The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index

• Target Funds Post Strong Q4, Inflows

  By Janet Levaux, AdvisorOne  |  February 24, 2012

  Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.

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  Vanguard, T. Rowe Price Biggest Winners in Q1 Target Date Fund Assets: Ibbotson

  By Melanie Waddell, AdvisorOne  |  April 25, 2011

  Flows into open-end target maturity funds were $16.6 billon in the first quarter, a 7% increase over the first quarter of 2010, Ibbotson report shows.