The report includes 48 fund series, 40 distinct target-date companies, and 400 distinct TDFs. Each fund family is evaluated in five major categories, resulting in an overall score and ranking. The five categories are: Company/Organization, Strategy, Performance, Risk, and Fees.
“This study is designed to provide valuable insight and analysis of a company’s target date funds compared to its peers,” said Joseph C. Nagengast, Principal, Target Date Analytics.
The stand-alone price for the report is $1,200. For asset managers who want a distribution license, the cost is $20,000. E-mail firstname.lastname@example.org, or call 858-433-6534, with questions.