PLANSPONSOR - September 2017 - 36

2017 TARGET-DATE FUND BUYER'S GUIDE
Top 5 vs. Remaining Target-Date Mutual Fund Market Share
he data submitted this year for the
PLANSPONSOR Target-Date Fund
15.8%
Vanguard
Fidelity
T. Rowe Price
52.9%
American Funds*
Principal*
sents $1.6 trillion in assets as of June 30.
Of the target-date fund market reported,
60% of products are in mutual funds,
37% in collective investment trusts (CITs)
and 3% in variable portfolios.
The following analysis is based on
the 71 off-the-shelf, or prepackaged, prod15.8%
6.5%
7.6%
June
2007
June 2017
*For funds not appearing on both Top 5 lists, their market share is as follows:
2007 American Funds = 0.3%; J.P. Morgan = 0.4%. 2017 BlackRock = 1.5%, Principal = 2.7%
Target-Date Mutual Fund Performance by Objective
Weighted Average Total Return as of June 2017
Q2 2017
Income
2000-2010
2011-2015
2016-2020
2021-2025
2026-2030
2031-2035
2036-2040
2041-2045
2046-2050
2050+
Total
Source: Strategic Insight
1.88
2.21
2.53
2.90
3.20
3.59
3.83
4.03
4.04
4.08
4.06
3.43
YTD
4.56
5.60
6.38
7.34
8.15
9.21
9.94
10.50
10.64
10.67
10.67
8.82
1 YEAR
5.84
7.83
9.28
10.92
12.49
14.50
16.06
17.12
17.47
17.47
17.49
13.87
3 YEAR
3.27
3.89
4.37
4.72
5.12
5.52
5.88
6.00
6.14
6.10
6.14
5.34
5 YEAR
4.91
6.49
7.45
8.18
9.19
9.91
10.68
10.93
11.14
11.10
11.26
9.53
10 YEAR
4.63
4.43
4.75
4.78
5.03
5.03
5.25
5.32
5.47
5.38
5.89
5.05
1.4%
J.P. Morgan*
BlackRock*
Others
21.2%
16.4%
7.2%
5.0%
16.6%
33.6%
(TDF) Buyer's Guide reinforces trends
we saw when first compiling this guide,
in 2015. One was that asset managers
are deeply committed to target-date fund
solutions, as indicated by an exceptionally
high research participation rate-74
products-which encompasses 99%
of the total TDF marketplace by assets.
Second, target-date funds, and their managers,
continue to evolve their thinking
and underlying allocations.
The 2017 TDF Buyer's Guide repreT
36
PLANSPONSOR.com September 2017

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PLANSPONSOR - September 2017

Table of Contents for the Digital Edition of PLANSPONSOR - September 2017

Harvesting the Right Facts and Figures
2017 target-Date Fund Buyer's Guide
Allocating Benefit Dollars
Keeping Money in the Plan
Strategic Timing
Rothification of DC Plans
PLANSPONSOR - September 2017 - Cover1
PLANSPONSOR - September 2017 - Cover2
PLANSPONSOR - September 2017 - 1
PLANSPONSOR - September 2017 - 2
PLANSPONSOR - September 2017 - 3
PLANSPONSOR - September 2017 - 4
PLANSPONSOR - September 2017 - 5
PLANSPONSOR - September 2017 - 6
PLANSPONSOR - September 2017 - 7
PLANSPONSOR - September 2017 - 8
PLANSPONSOR - September 2017 - 9
PLANSPONSOR - September 2017 - 10
PLANSPONSOR - September 2017 - 11
PLANSPONSOR - September 2017 - 12
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PLANSPONSOR - September 2017 - 14
PLANSPONSOR - September 2017 - 15
PLANSPONSOR - September 2017 - 16
PLANSPONSOR - September 2017 - 17
PLANSPONSOR - September 2017 - 18
PLANSPONSOR - September 2017 - 19
PLANSPONSOR - September 2017 - 20
PLANSPONSOR - September 2017 - 21
PLANSPONSOR - September 2017 - 22
PLANSPONSOR - September 2017 - 23
PLANSPONSOR - September 2017 - 24
PLANSPONSOR - September 2017 - 25
PLANSPONSOR - September 2017 - Harvesting the Right Facts and Figures
PLANSPONSOR - September 2017 - 27
PLANSPONSOR - September 2017 - 28
PLANSPONSOR - September 2017 - 29
PLANSPONSOR - September 2017 - 30
PLANSPONSOR - September 2017 - 31
PLANSPONSOR - September 2017 - 2017 target-Date Fund Buyer's Guide
PLANSPONSOR - September 2017 - 33
PLANSPONSOR - September 2017 - 34
PLANSPONSOR - September 2017 - 35
PLANSPONSOR - September 2017 - 36
PLANSPONSOR - September 2017 - 37
PLANSPONSOR - September 2017 - 38
PLANSPONSOR - September 2017 - 39
PLANSPONSOR - September 2017 - 40
PLANSPONSOR - September 2017 - 41
PLANSPONSOR - September 2017 - 42
PLANSPONSOR - September 2017 - 43
PLANSPONSOR - September 2017 - Allocating Benefit Dollars
PLANSPONSOR - September 2017 - 45
PLANSPONSOR - September 2017 - 46
PLANSPONSOR - September 2017 - Keeping Money in the Plan
PLANSPONSOR - September 2017 - 48
PLANSPONSOR - September 2017 - 49
PLANSPONSOR - September 2017 - Strategic Timing
PLANSPONSOR - September 2017 - 51
PLANSPONSOR - September 2017 - Rothification of DC Plans
PLANSPONSOR - September 2017 - 53
PLANSPONSOR - September 2017 - 54
PLANSPONSOR - September 2017 - 55
PLANSPONSOR - September 2017 - 56
PLANSPONSOR - September 2017 - Cover3
PLANSPONSOR - September 2017 - Cover4
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