TDF Providers
Morningstar
Morningstar Lifetime Index Growth FundsOVERVIEW | |
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NUMBER OF FUNDS IN SERIES | 12 |
DELIVERY VEHICLE | CIT |
UNDERLYING FUNDS | |
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VEHICLES | CIT |
FUND MANAGEMENT APPROACH | Passive |
ATTRIBUTES | |
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TACTICAL GLIDE PATH DEVIATION | No |
FUND LANDING POINT | 16 YATD |
UNAFFILIATED MANAGERS | |
---|---|
FEATURES | No |
% OF ASSETS MANAGED | |
LARGEST | |
LARGEST % OF ASSETS |
ASSETS UNDER MANAGEMENT | |
---|---|
YEAR END 2015 ($mm) | 324 |
YEAR END 2016 ($mm) | 351 |
Q2 2017 ($mm) | 425 |
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. |