2017
PLANSONSOR Target-Date Fund Buyer’s Guide

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

TDF Providers

TDF Providers

Morningstar

Morningstar Lifetime Index Growth Funds
OVERVIEW
NUMBER OF FUNDS IN SERIES12
DELIVERY VEHICLE CIT
UNDERLYING FUNDS
VEHICLES CIT
FUND MANAGEMENT APPROACH Passive
ATTRIBUTES
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.