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
Industry Data
| Target-Date Fund Organic Growth by Objective - YTD through June 2017 | ||||
|---|---|---|---|---|
| Objective | Total Assets $B June 2017 |
% of Total Assets | Net New Flows ($B) Trailing 12 Months – June 2017 |
Organic Growth (%) Trailing 12 Months – June 2017 |
| Targt-Date-In-Rtrmt | $31.1 | 3.2 % | $0.4 | 1.5% |
| Target-Date 2000-10 | $29.7 | 3.0 % | -$2.5 | -8.3% |
| Target-Date 2011-15 | $56.5 | 5.7 % | -$3.2 | -5.5% |
| Target-Date 2016-20 | $152.7 | 15.5 % | $2.8 | 2.0% |
| Target-Date 2021-25 | $149.1 | 15.1 % | $12.1 | 9.9% |
| Target-Date 2026-30 | $163.5 | 16.6 % | $10.8 | 8.1% |
| Target-Date 2031-35 | $119.0 | 12.1 % | $11.1 | 11.9% |
| Target-Date 2036-40 | $120.2 | 12.2 % | $8.7 | 9.2% |
| Target-Date 2041-45 | $76.4 | 7.8 % | $9.4 | 16.6% |
| Target-Date 2046-50 | $60.0 | 6.1 % | $8.0 | 18.2% |
| Target-Date 2050+ | $26.3 | 2.7 % | $7.8 | 51.1% |
| Total | $984.5 | 100.0% | $65.3 | 8.1% |