DETECTOR · P161

PFD Target Date Retirement Fund

Senator's PFD includes target-date / retirement-allocation funds — set-it-and-forget-it portfolio managed by fund company.

What this detector measures

Senator's PFD includes target-date / retirement-allocation funds — set-it-and-forget-it portfolio managed by fund company.

What to ask the senator's office

  1. Which fund company manages the target-date allocation (Vanguard, Fidelity, T. Rowe Price, BlackRock)?
  2. Has the senator added single-ticker positions outside the target-date fund in any year?
  3. Has the senator publicly endorsed retirement-fund-only investing as a conflict-mitigation approach?

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