The Markets November 8, 2007

Target Date Fund Benchmarking Site Launched

Target Date Analytics (TDA) has launched a new Web site that benchmarks target date lifecycle funds.

Reported by

According to an announcement by TDA, contents of the new site include:

Articles and white papers that describe TDA’s methodologies and backtests of TDA’s results,

Free index returns on the three TDA Pure Target Date Series as well as a Peer index,

Free categorizations of target-date mutual funds as Conservative, Moderate, or Aggressive, and

Free MPT measures of target-date mutual fund performance, namely alpha, beta, and R-squared relative to the appropriate TDA pure index.

More information is at www.tdbench.com.

TDA is an effort by Craig L. Israelsen, Ph.D., an Associate Professor in the School of Family Life at Brigham Young University; Joseph C. Nagengast, president of Turnstone Advisory Group LLC; and Ronald J. Surz president of PPCA, Inc. and principal of RCG LLP (See New Firm to Evaluate Target-Date Funds).