The Barclays Agg and
target date funds

Jun 1, 2016
By BlackRock

The expectation that we’re entering a new interest rate cycle has some plan sponsors considering alternatives to the interest rate risk captured in the Barclays U.S. Aggregate Index (“the Agg”). Should target date fund allocations also be reviewed?

 


We examine how the alternatives may have mixed results in terms of risk, return and equity diversification, meaning the Agg continues to be an appropriate allocation choice for target date funds. For the full explanation, read on.