Target Date Compass®
Say hello to the next evolution of Target Date Compass®
Help your clients make more informed target date fund decisions with the newly enhanced Target Date Compass.
POWERED BY J.P. MORGAN SPECTRUM™
Find the funds you want to compare faster than ever before. You can search by Target Date Type℠ quadrant or by name—the choice is yours.
Expand evaluations with a more robust data set. You can now compare mutual funds and CITs, and have the option to include new information, like rolling returns.
You can now select which pages you want to include in the analysis report and add your company logo to the cover. Your report, your decision.
Empowering better decisions
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.