Products November 8, 2007

Target Date Fund Benchmarking Site Launched

November 8, 2007 (PLANSPONSOR.com) - Target Date Analytics (TDA) has launched a new Web site that benchmarks target date lifecycle funds.
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According to an announcement by TDA, contents of the new site include:

  • Articles and white papers that describe TDA’s methodologies and backtests of TDA’s results,
  • Free index returns on the three TDA Pure Target Date Series as well as a Peer index,
  • Free categorizations of target-date mutual funds as Conservative, Moderate, or Aggressive, and
  • Free MPT measures of target-date mutual fund performance, namely alpha, beta, and R-squared relative to the appropriate TDA pure index.

More information is at www.tdbench.com .

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TDA is an effort by Craig L. Israelsen, Ph.D., an Associate Professor in the School of Family Life at Brigham Young University; Joseph C. Nagengast, president of Turnstone Advisory Group LLC; and Ronald J. Surz president of PPCA, Inc. and principal of RCG LLP. Nagengast co-authored PLANSPONSOR’s Popping the Hood II, a comprehensive analysis of target-date funds, available at http://www.plansponsorresearch.com/targetdate/ .

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