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The Latest Data On Target Date Funds Through The Fourth Quarter Of 2014 Including A Look At How Jp Morgan Has Thrived In The Space
The target date fund series promoted by J.P. Morgan Asset Management is thriving.
The firms SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories.
The firms decisions panned out when other fund managers were flummoxed by an unexpected rally in U.S. government bonds, the sinking price of oil and the return of volatility to equity markets.
Morningstar Inc. this year gave its annual fund manager of the year award for asset-allocation strategies to Anne Lester and her team. Ms. Lester is portfolio manager and head of global retirement solutions at the New York-based money manager.
Were a believer in this series over the long term, said Leo Acheson, a Morningstar analyst who covers fund-of-fund strategies, which include retirement-oriented target date funds.
Mr. Acheson said the firm combines a strong strategic sensibility they are well-diversified across a series of J.P. Morgan funds, he said with the right tactical decisions. In 2014, those tactics included a strong position in real estate investment trusts, which performed well, as well as U.S. large-cap stocks, which also performed relatively well.
Active managers struggled in 2014 to outperform their benchmarks. Many forecasters entered the year expecting interest rates to rise in the U.S. , and the price of oil slid sharply.
A lot of series were caught on the wrong side of that, Mr. Acheson said. Surprises make a market difficult to navigate.
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