Jake Gilliam talks with PLANADVISER about how the financial crisis has changed the way target date funds are evaluated
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The 5th largest issuer, CSIM offers "10 of the cheapest ETFs on the U.S. market," according to ETF.com
Jake Gilliam talks with PLANADVISER about how plan sponsors and advisors have changed the way they evaluate target date funds since the financial crisis.
Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can view and download a prospectus by clicking on Prospectus & Reports or call 877-824-5615. Please read the prospectus carefully before investing. Past performance does not guarantee future performance.
1. Based on net expense ratios for all target date mutual funds in their respective Morningstar Categories as of 8/11/2016. There is no minimum investment requirement for employer-sponsored retirement plans (including, but not limited to, profit sharing, 401(k), 403(b), 457(b) and defined benefit plans). For individual investors, the minimum initial investment for the fund is $100 for Investor Shares and $10,000,000 for Institutional Shares.
Charles Schwab Investment Management, Inc. (CSIM), the investment advisor for Schwab's proprietary funds, and Charles Schwab & Co., Inc. (Schwab, Member SIPC), the distributor for Schwab Funds, are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
The values of target date funds will fluctuate up to and after the target dates. There is no guarantee the funds will provide adequate income at or through retirement.
The target date funds are built for investors who expect to start gradual withdrawals of fund assets on the target date, to begin covering expenses in retirement. The principal value of the funds is not guaranteed at any time, and will continue to fluctuate up to and after the target date.
Target date funds asset allocations are subject to change over time in accordance with each fund's prospectus.
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