Data for the 2015 PLANSPONSOR Target-Date Fund (TDF) Buyer’s Guide was collected early on in the third quarter of this year. Strategic Insight, sister company to PLANSPONSOR, contacted investment managers to compile data about target-date investment products that may be used within defined contribution (DC) plans.
Target-date fund providers submitted detailed information about target-date products representing $1.3 trillion as of the second quarter, estimated to account for 95% of the total target-date fund market by assets. The 72 products listed here, and their details, were provided directly by asset managers before the survey deadline. More than 90 date-based products offered by nearly 50 managers and consultants are listed online in the full, digital guide, with supplemental mutual fund data sourced from Strategic Insight’s Simfund MF database. Product details are subject to change, and plan sponsors may contact asset managers directly for additional information.
Products listed in this guide are not exhaustive, and 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.