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How COVID-19 Is Affecting Target-Date Funds

Target-date fund assets jumped 27% to just under $1.4 trillion at the end of 2019, according to data from Morningstar. While most investors ignored short-term stock market volatility, large price movements forced many of them to reconsider their portfolios – especially if they’re close to retirement. The good news is that the industry has come a long way since the 2008 financial crisis.

Let’s take a look at the impact of the COVID-19 pandemic on target-date funds, including its impact on assets under management and performance during the first quarter.

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Impact on Assets Under Management

TDF assets

Target-Date Fund Performance

MI-MStar-TDFs-4-2020

What It Means for Fiduciaries

The Bottom Line