The report includes 48 fund series, 40 distinct target date companies, and 400 distinct Target Date Funds. Each fund family is evaluated in five major categories, resulting in an Overall Score and Ranking. The five major categories are Company/Organization, Strategy, Performance, Risk, and Fees.
“We’re pleased to issue the Popping the Hood, IV study with updated 2010 data on strategy, fees, risk, performance, and company data,” said Joseph C. Nagengast, Principal, Target Date Analytics, in the announcement. “This study is designed to provide valuable insight and analysis of a company’s target date funds compared to its peers.”
The stand-alone price for the report is $1,200. For asset managers who want a distribution license, the cost is $20,000. To inquire about a copy, e-mail firstname.lastname@example.org, or call 858-433-6534.For more information, visit http://www.brightscope.com or http://www.ontargetindex.com.