TDF Providers
Fidelity
FIAM Target DateOVERVIEW | |
---|---|
NUMBER OF FUNDS IN SERIES | 13 |
DELIVERY VEHICLE | CIT |
UNDERLYING FUNDS | |
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VEHICLES | CIT |
FUND MANAGEMENT APPROACH | Blended |
ATTRIBUTES | |
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TACTICAL GLIDE PATH DEVIATION | Yes, 10% |
FUND LANDING POINT | 10-19 YATD |
UNAFFILIATED MANAGERS | |
---|---|
FEATURES | No |
% OF ASSETS MANAGED | |
LARGEST | |
LARGEST % OF ASSETS |
ASSETS UNDER MANAGEMENT | |
---|---|
YEAR END 2015 ($mm) | 8,294 |
YEAR END 2016 ($mm) | 12,168 |
Q2 2017 ($mm) | 16,875 |
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. |