Target Date

Target Date Style

The S&P Target Date Style indices are designed to help defined contribution plan sponsors screen, select, and monitor appropriate target date funds. The indices assist in determining where particular target date fund families fall on the "to"/"through" spectrum. Based on the S&P Target Date Index, the asset allocation for the S&P Target Date Style Indices is derived from a rigorous annual survey of target date funds. The main survey group is classified into "to" and "through" sub-groups according to a two-factor model.

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