2017
Target Date Fund Buyer’s Guide
The current role of strategic vs. tactical asset allocation in target-date funds.
Methodology
Data for the 2017 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide was collected in the second quarter of this year. PLANSPONSOR editors contacted investment managers and providers for their most up-to-date data on their target-date investment products available for use in defined contribution (DC) plans.
The submitted data reveals details about target-date products representing an estimated 99% of the total TDF market by assets—$1.6 trillion as of the middle of the third quarter. Information about the more than 80 products listed here was provided directly to PLANSPONSOR. Additional data may appear in the full, digital guide.
Product descriptions are as of the survey deadline and are subject to change; plan sponsors may contact providers directly for further information. The list of products in this guide is not exhaustive. Information was collected on a best-efforts basis. We extend our appreciation to the various providers included for generously supplying their target-date product information.
