Target Date Compass℠
Evaluate and select target date funds with greater knowledge and confidenceSM
This is an industry-leading target date fund evaluation tool that provides a standardized, systematic process for evaluating and selecting target date funds.
THE BENEFITS OF TARGET DATE COMPASS
12015 Mutual Fund Educaton Alliance (MFEA) Star Retirement Award for "Advisor - Digital Innovation".
TARGET DATE FUNDS. Target date funds are funds with the target date being the approximate date when investors plan to start withdrawing their money. Generally, the asset allocation of each fund will change on an annual basis with the asset allocation becoming more conservative as the fund nears the target retirement date. The principal value of the fund(s) is not guaranteed at any time, including at the target date.
*TDFs may suffer investment losses, including near and following retirement. There is no guarantee that a TDF will provide adequate retirement income.