How does the asset class composition of TimeFrame indices compare to that of existing target date mutual funds?
Each target date mutual fund has its own asset allocation, which is disclosed in the fund’s prospectus, quarterly reports, and fact sheets. Independently developed, the asset class composition of the TimeFrame indices differs from that of many existing mutual funds. Investors, plan sponsors, and investment advisors who are considering utilizing TimeFrame indices for performance measurement purposes or as portfolio design tools are encouraged to conduct a comparison of the asset class composition of the TimeFrame indices to that of existing mutual funds and commingled trust products.
Related Questions
- Has there been a target staffing budget/staff numbers set for ESA and how does this compare with existing staff numbers across the affected groups?
- How can TimeFrame indices help retirement plan sponsors and investment advisors select and monitor target date funds?
- What asset classes are available? What indices are used to proxy asset class performance?
