____________________________________________________________________________________________________
Chart reflects rankings for target date funds over the 10/5/3 yr period based on information available from Morningstar for the target–date fund category as of 30 Sep 2024. Nuveen Lifecycle Index funds are compared to the top three providers of passive target date funds, determined by total assets under management.
Chart reflects rankings for target date funds over the 10/5/3 yr period based on information available from Morningstar for the target–date fund category as of 30 Sep 2024. Nuveen Lifecycle Index funds are compared to the top three providers of passive target date funds, determined by total assets under management.
Is it time to review your options with an objective, unbiased analysis?
Target-date comparison analysis can be a valuable tool in selecting and monitoring funds. However, not all target-date analyzers are created equal. The Department of Labor emphasizes the need for an objective process to evaluate investment options and Nuveen can help:
- Run a customized target-date analysis from a leading 3rd party industry tool, TDF Radar.
- Generate an unbranded final report that you can share with your plan sponsor clients
Report available to financial professionals only.
Nuveen Lifecycle Funds provide an outcome-oriented approach designed to help build sufficient savings and income through retirement.
