Target date funds are groups of funds, where each fund in the series targets a different mix of stocks and bonds for investors with different retirement time horizons. The default option in employer-offered retirement plans is often a target date fund series. Below are 14 of the largest target date fund series, rated using the 2050 fund.
How are these target date series chosen?
We think every target date fund series should be rated on sustainability. Our goal is to expand this database over the next year to cover all target date fund series offered by major asset managers. We started with these target date series because they are some of the largest and most commonly-owned target date funds on the market, with hundreds of billions in assets under management. Check back regularly to see if your target date fund series has been added to our database.
Want us to rate the target date fund series in your retirement plan? Get in touch with us