RESEARCH |
2017
PLANSONSOR Target-Date Fund Buyer’s Guide
Our guide to the size, scope and design of target-date
options
Reported by PLANADVISER
| Art by JooHee Yoon
TDF Providers
JP Morgan
JPMorgan SmartRetirement Mutual Funds| OVERVIEW | |
|---|---|
| NUMBER OF FUNDS IN SERIES | 25 |
| DELIVERY VEHICLE | MF |
| UNDERLYING FUNDS | |
|---|---|
| VEHICLES | MF, ETF (TIPS*) |
| FUND MANAGEMENT APPROACH | Active |
| ATTRIBUTES | |
|---|---|
| TACTICAL GLIDE PATH DEVIATION | Yes, 5%-20% |
| FUND LANDING POINT | At TD |
| UNAFFILIATED MANAGERS | |
|---|---|
| FEATURES | Yes [TIPS] |
| % OF ASSETS MANAGED | 0.2-2.5% |
| LARGEST | iShares |
| LARGEST % OF ASSETS | ~0.5% varies |
| ASSETS UNDER MANAGEMENT | |
|---|---|
| YEAR END 2015 ($mm) | 36,696 |
| YEAR END 2016 ($mm) | 43,658 |
| Q2 2017 ($mm) | 47,103 |
| 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. |