2017
PLANSONSOR Target-Date Fund Buyer’s Guide

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

TDF Providers

TDF Providers

Principal Global Investments

Principal LIfeTime Funds
OVERVIEW
NUMBER OF FUNDS IN SERIES12
DELIVERY VEHICLE MF
UNDERLYING FUNDS
VEHICLES MF
FUND MANAGEMENT APPROACH Hybrid
ATTRIBUTES
TACTICAL GLIDE PATH DEVIATION No
FUND LANDING POINT 15 YATD
UNAFFILIATED MANAGERS
FEATURES Yes
% OF ASSETS MANAGED 47%
LARGEST Mellon Capital
LARGEST % OF ASSETS 6%
ASSETS UNDER MANAGEMENT
YEAR END 2015 ($mm) 26,325
YEAR END 2016 ($mm) R
Q2 2017 ($mm) 26,983
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.