Designed to help you provide an assessment of target date fund families, including both mutual funds and
collective trust funds.
There have never been more target date fund choices – adding complexity and risk to the decision-making process. That’s where you come in. As a plan advisor, you can help your institutional clients meet their fiduciary responsibilities and select a fund which they feel aligns with plan goals, objectives and the investment policy statement.
Target Date ExplorerTM seeks to arm advisors with objective and detailed criteria to help plan sponsors make the target date fund choice that best fits their needs.
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Provide your institutional clients with a customizable report for up to three target date fund families that includes an institutional selection of easy-to-read charts and analysis.
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Investing involves risk, including possible loss of principal.
Target Date ExplorerTM is designed to assist institutional and financial professionals (each, a “user”) who advise plans in evaluating target date funds. The Target Date ExplorerTM is not intended for use by the general public or plan participants.
These investment comparisons are for illustrative purposes only and are not meant to be comprehensive and should not be relied upon as a primary basis for an investment decision. To better understand the similarities and differences between investments, including investment objectives, risks, fees and expenses, it is important to read each fund’s respective prospectus, organizational or disclosure documents. There are structural and regulatory differences between collective investment funds and mutual funds that may affect their respective fees and performance.
Information presented in Target Date ExplorerTM is based on data that has been obtained from sources deemed by BlackRock to be reliable, but BlackRock is not responsible for its accuracy. Target Date ExplorerTM may be used as part of a comprehensive due diligence process, and should not be relied upon exclusively when evaluating various investment options.
Target Date ExplorerTM and output is not intended to be a recommendation or advice by BlackRock. If the Target Date ExplorerTM and output were construed to be a recommendation by BlackRock, BlackRock would seek to rely on Department of Labor Regulation Section 2510.3-21(c)(1). As such, by providing the Target Date ExplorerTM and output to you, an advisor or plan fiduciary that is independent of BlackRock, BlackRock does not undertake to provide impartial investment advice or give advice in a fiduciary capacity. Further, BlackRock receives revenue in the form of advisory fees for our mutual funds and exchange traded funds and management fees for our collective investment funds.
Prepared by BlackRock Investments, LLC, member FINRA
FOR FINANCIAL PROFESSIONAL USE ONLY. Not to be shown or distributed to clients or the general public.
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