PLANSPONSOR - August/September 2019 - 36

2019 Target-Date Fund Survey
PROVIDER TARGET-DATE SERIES NAME
AllianceBernstein Multi-Manager Retirement Trusts
AllianceBernstein Multi-Manager Select Retirement Funds
American Century One Choice Target Date Portfolios
American Century Retirement Date Trust
American Funds American Funds Target Date Retirement Series
BlackRock LifePath Dynamic
BlackRock LifePath Index
BlackRock LifePath Smart Beta
Callan Callan GlidePath®
Funds
Dimensional Fund Advisors Dimensional Target Date Retirement Income Funds
FIAM Target Date Blend CITs
FIAM Target Date Index CITs
Fidelity Advisor Freedom Funds
Fidelity Freedom Blend Funds
Fidelity Freedom Funds
Fidelity Freedom Index Funds
Fidelity VIP Freedom Funds
Franklin Templeton Franklin LifeSmart Series
Goldman Sachs Goldman Sachs Target Date Portfolios
GuideStone Funds MyDestination Funds
John Hancock Investments John Hancock Multi-Index Lifetime Portfolios
John Hancock Investments John Hancock Multi-Index Preservation Portfolios
John Hancock Investments John Hancock Multimanager Lifetime Portfolios
JP Morgan JPMorgan SmartRetirement Blend Mutual Funds
JP Morgan JPMCB SmartRetirement Commingled Funds
JP Morgan JPMCB SmartRetirement DRE Commingled Funds
JP Morgan JPMorgan SmartRetirement Mutual Funds
JP Morgan JPMCB SmartRetirement Passive Blend Commingled Funds
Legg Mason Total Advantage
MassMutual RetireSMART by JPMorgan
MFS Funds MFS Lifetime Funds
MassMutual Select T. Rowe Price
Morningstar Morningstar Lifetime Index Funds - Conservative
Morningstar Morningstar Lifetime Index Funds - Growth
Morningstar Morningstar Lifetime Index Funds - Moderate
*Some providers entered the average number of funds in their existing custom solutions. †
36 PLANSPONSOR.com August - September 2019
OVERVIEW
UNDERLYING FUNDS
NUMBER
OF FUNDS
IN SERIES*
12
12
10
10
11
10
10
10
12
13
14
14
14
14
14
14
14
9
9
5
11
10
11
16
25
26
24
16
11
10
10
13
12
12
12
DELIVERY
VEHICLE
CIT
MF
MF
CIT
MF, CIT
ETF
MF, CIT, ETF
MF, ETF
CIT
MF
CIT
CIT
MF
MF
MF
MF
MF
MF
MF
MF
MF
MF
MF
MF
CIT
CIT
MF
CIT
CIT
MF
MF
MF
CIT
CIT
CIT
VEHICLES
CIT, MF, ETF
MF, ETF
MF
CIT
MF, CIT
MF
MF, CIT, SA
MF
MF, CIT
MF
CIT
CIT
MF
MF
MF
MF
MF
MF, ETF
ETF
MF
MF
MF
MF
MF, ETF
CIT
CIT
MF, ETF (TIPS†
CIT
CIT, MF, SV
MF
MF
MF
CIT
CIT
CIT
)
FUND
MANAGEMENT
APPROACH
Hybrid
Hybrid
Active
Active
Active
Hybrid
Index
Factor-based
Hybrid
Active
Blend
Index
Active
Blend
Active
Index
Active
Active
Blend
Hybrid
Passive
Passive
Active
Active/Passive
Active
Active
Active
Active/Passive
Active/Passive
Active
Active
Active
Passive
Passive
Passive
Treasury inflation-protected securities. CIT = Collective
investment trust; ETF = Exchange-traded fund; MF = Mutual fund; R = Not reported; SA = Separate account; SV = Stable value; VA = Variable annuities;
YATD = Years after target date.
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