AUTHORS: Craig L. Israelsen PhD, Joseph C. Nagengast PARTNERS: Target Date Analytics
BrightScope and Target Date Analytics present the latest edition of Popping the Hood, the most comprehensive and longest running analytical report on target date funds (TDFs) and their fund families. Popping the Hood V analyzes and grades 49 fund families, 41 fund companies, and 420 distinct target date funds. Fund families receive an Overall Score as well as a detailed evaluation in five major categories: Company/Organization, Strategy, Performance, Risk, and Fees.
Popping the Hood V is an independent, buy-side analytical report that can be used by advisors and plan sponsors to complete their Department of Labor requirements to prudently select and monitor their target date funds.
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.