For more stories like this, sign up for the PLANADVISERdash daily newsletter.
Products October 18, 2011
Brightscope Issues Report on Target-Date Fund Families
BrightScope and Target Date Analytics released
"Popping the Hood, IV," the latest study in a series that provides analysis of target-date funds (TDFs) and fund
families.
Reported by Rebecca Moore
The report includes 48 fund series, 40 distinct target-date companies, and 400 distinct TDFs. Each fund family is evaluated in five major categories, resulting in an overall score and ranking. The five categories are: Company/Organization, Strategy, Performance, Risk, and Fees.
“This study is designed to provide valuable insight and analysis of a company’s target date funds compared to its peers,” said Joseph C. Nagengast, Principal, Target Date Analytics.
The stand-alone price for the report is $1,200. For asset managers who want a distribution license, the cost is $20,000. E-mail poppingthehood@brightscope.com, or call 858-433-6534, with questions.