NestEgg Dow Jones US Target Date Funds (American Independence)
Oppenheimer
Payden/Wilshire
Principal LifeTime Funds
Putnam Retirement Ready Funds
RiverSource Retirement Plus Funds
Russell LifePoints Strategy Funds
Schwab Target Funds
Seligman TargetHorizon ETF Portfolios
State Farm LifePath Legacy Funds
STI Classic Life Vision Funds
T. Rowe Price Retirement Funds
TDAX
TIAA-CREF LifeCycle Retirement Funds
Vanguard Target Retirement Funds
Vantagepoint Milestone Retirement Funds
Wells Fargo Advantage Dow Jones Target Date Funds
Popping the Hood, III
An Analysis of Target Date Fund Families
Summary
To help plan sponsors make informed evaluations of target date fund families (not just individual funds), PLANSPONSOR
and Target Date Analytics LLC (formerly Turnstone Advisory Group) have just released "Popping the Hood III," a set of analytical
reports on all 38 target date mutual fund families in existence as of 12/31/2007.
In 2007 alone, 10 new target date mutual fund families were created, raising the total to 38. Evaluation of target date funds
has always been difficult, as each fund family has individual funds of varying dates, share classes, glidepaths, and many other
factors.
Popping the Hood III is a 150+ page report containing 4 pages of data on each of the fund families, including:
Fund family scores, assigned by Target Date Analytics LLC
Major asset allocation, by individual fund
Expense ratios, overall and by individual fund
Performance attribution against our index, vs. peer group
3-year equity allocation and returns vs. index and peers
Worst 3-month returns vs. index and peers
3-year risk and reward, vs. index
Organizational and profile information
Cost: $1,200 for a non-distributable copy for internal use. $20,000 for a distributable copy.
Approximately 154 pages containing a detailed narrative and quantitative
data on 38 fund families.
Delivered in PDF format, customized with buyer
firm's name. Click here to see a sample research report
