2019
Target-Date Fund Survey

On Target: A preponderance of target-date fund strategies emphasized the need for an evaluation process

Industry Snapshot

Market Share of Top 5 vs. Remaining Target-Date Mutual Funds

Market Share of Top 5 vs. Remaining Target-Date Mutual Funds

Target-Date Fund Organic Growth, by Objective

Target-Date Fund Organic Growth, by Objective
*Organic growth measured as current period’s net new flows divided by prior period’s ending assets.
Source: Strategic Insight

Top 10 Target-Date Managers, by Assets

Top 10 Target-Date Managers, by Assets
*Organic growth measured as current period’s net new flows divided by prior period’s ending assets.
Source: Strategic Insight

Target-Date Mutual Fund Performance by Objective

Weighted Average Total Return as of June 30, 2019
Q2 2019 1-YEAR 3-YEAR 5-YEAR
Income 8.8% 6.3% 5.3% 4.1%
2000–2010 9.5% 6.1% 6.5% 4.6%
2011–2015 10.1% 6.2% 6.9% 5.0%
2016–2020 11.3% 6.2% 7.8% 5.4%
2021–2025 12.3% 6.3% 8.7% 5.8%
2026–2030 13.4% 6.1% 9.6% 6.3%
2031–2035 14.4% 5.8% 10.4% 6.6%
2036–2040 15.1% 5.6% 10.9% 6.8%
2041–2045 15.5% 5.6% 11.2% 7.0%
2046–2050 15.5% 5.6% 11.2% 7.0%
2051–2055 15.6% 5.6% 11.2% 7.0%
2056–2060 15.5% 5.7% 11.2% 6.8%
2060+ 15.5% 5.9% NA NA
Source: Strategic Insight
NA = Not applicable