Sentences with phrase «anticipated retirement date»
They're designed to automatically shift to less aggressive investments as you get closer to your anticipated retirement date.
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By looking at shortfall risk, you'll be able to tell whether you need to make adjustments to your saving, investing startegy and anticipated retirement date.
In most instances, the investor's anticipated retirement date determines the investment horizon.
The dates in their names refer to your anticipated retirement dates as these funds start off more aggressive (more stocks) and end up holding a more conservative portfolio (more bonds) by the retirement date.
Not exact matches
Each Freedom Fund name includes a date, which can help investors to choose the fund that represents their anticipated year of retirement, their «target date.»
«A managed account takes into consideration that each account holder's financial situation is different, whereas target - date funds [TDFs] are based on anticipated retirement age, with no customization.»
Each Freedom Fund name includes a date, which can help investors to choose the fund that represents their anticipated year of retirement.
Each fund is designed for an investor who anticipates retiring at or about the specific retirement date (target date) included in its name and plans to withdraw the value of the investor's account in the fund gradually after retirement.
The fund is designed for an investor who anticipates retiring at or about the target date and plans to withdraw the value of the investor's account in the fund gradually after retirement.
The fund is designed for an investor who anticipates retiring at or about the specific retirement date (target date) included in its name and plans to withdraw the value of the investor's account in the fund gradually after retirement.