2017
PLANSONSOR Target-Date Fund Buyer’s Guide

Our guide to the size, scope and design of target-date
options

TDF Providers

TDF Providers

BlackRock

LifePath Smart Beta
OVERVIEW
NUMBER OF FUNDS IN SERIES10
DELIVERY VEHICLE MF
UNDERLYING FUNDS
VEHICLES MF, ETF
FUND MANAGEMENT APPROACH Factor-based
ATTRIBUTES
TACTICAL GLIDE PATH DEVIATION No
FUND LANDING POINT At TD
UNAFFILIATED MANAGERS
FEATURES No
% OF ASSETS MANAGED
LARGEST
LARGEST % OF ASSETS
ASSETS UNDER MANAGEMENT
YEAR END 2015 ($mm) 200
YEAR END 2016 ($mm) 100
Q2 2017 ($mm) 200
Footnote:
MF = Mutual fund
CIT = Collective investment trust
ETF = Exchange -traded fund
SA = Separate account
VP = Variable portfolio
R = Not reported. YATD = years after target date
YBTD = years before target date.