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Target Date Investing

We offer target date strategies guided by a unified philosophy.

Our target date philosophy

The ever-changing landscape of plan demographics and participant readiness drives the growing need for varied choices. Our target date philosophy:

  • Risk management. Investments must balance the need for asset accumulation with meaningful downside risk management as participants approach retirement.
  • Adaptability. A successful long-term strategy must account for varying market conditions.
  • Choice. Best-in-class target date managers provide options to meet plan needs.

Choosing the right strategy

Target date strategies at a glance

 

Dynamic Target Date Funds

Dow Jones Target Date Funds

Glide path and equity target at retirement dynamic-equity-exposure.png* dowjones-equity-exposure.png*
Underlying investments Underlying investments two thirds active, one third passive Underlying investments 100% passive
Asset allocation strategy Uses dynamic asset allocation and seeks to tactically manage downside risk without sacrificing upside potential for participants Tracks the rules-based Dow Jones Target Date Indexes and seeks to balance capital growth with downside risk management near retirement
Investment minimum $1,000 $1,000
Subadvisor Wells Capital Management, Inc. Global Index Advisors, Inc.
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Reinventing target date investing

Reinventing target date investing
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