The Target-Date Fund Problem That Indexing Can’t Solve

Plus: 9 Top-performing large-growth funds, 5 ESG funds that rebounded in 2023, and investors bail from TIPs funds. [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_fundspy&utm_content=50656&elqTrackId=fa09b7e68c3d482c8cd9c73440dfc27b&elq=ac8bc2e6e1e14ff8ad5fcf91b5c07569&elqaid=50656&elqat=1&elqCampaignId=25378) [Fund Spy] Fund Spy December 21, 2023 [The Target-Date Fund Problem That Indexing Can’t Solve]( Allocating assets through the rearview mirror. John Rekenthaler [Read Now]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] [It’s Not Too Late for Tax-Loss Harvesting]( Despite a more hospitable market in 2023, investors can still find some stocks and funds with unrealized losses. [Read Now]( [Top Funds Whose Managers Are Hitting Their Stride]( After five years on Medalist funds, these managers merit some interest. [Read Now]( [The Best International Stock Funds]( These international mutual funds and ETFs all earn Morningstar Medalist Ratings of Gold heading into 2024. [Read Now]( [9 Top-Performing Large-Growth Funds]( Index funds have been the best-performing funds in a seesaw market for growth stocks. [Read Now]( [5 ESG Funds That Rebounded in 2023]( Vanguard, iShares, and Fidelity are among the year’s top sustainable fund performers. [Read Now]( [3 Great Funds Having a Lousy 2023]( These highly rated funds are significantly lagging their peers this year. [Watch Now]( [Investors Bail from TIPS Funds]( Even the best-performing TIPS funds are seeing big withdrawals. [Read Now]( [Strong November Flows Don’t Change the Larger Trends for 2023]( The vast majority of inflows accrued to just two category groups. [Read Now]( Evaluate Like an Analyst With Morningstar Investor Understand stocks from all angles with Morningstar Investor's powerful––and proven––investment ratings and research. Find and compare stocks using our comprehensive valuation and performance metrics and get our continuous, unbiased take on thousands of companies. Investor is your one-stop shop for making better investment decisions. [Start your free trial today](. Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2023 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602