Introducing the Russell Target Date Metric Russell Indexes has long offered a transparent and objective view of the market. In response to industry demand for a standard approach to evaluating target date fund families, Russell introduces the innovative Russell Target Date Metric* (TDM). Better tools make better investors. Launching in the 4th quarter, the Russell Target Date Metric is designed to measure the relative performance of an entire family of target date funds against their primary goal - building wealth for retirement. This tool offers an objective, returns-based measure of how well a fund family performed over a specified time period and provides investors with the ability to: Measure the performance of a fund family relative to a benchmark, Compare multiple fund families and Produce a performance universe. Not all target date funds are created equal. Unlike a target date benchmark index, the Russell Target Date Metric is a performance measure that compares the retirement wealth generated by a family of target date funds to the wealth generated by some selected benchmark over a specific time period. All aspects of a fund family's investment process are captured in the metric including: Active management, Asset allocations within the equity and fixed income segments, Glide path design and The assumption of cash flows With a methodology designed to reflect the actual behavior of a retirement portfolio, the Russell Target Date Metric delivers the objective, transparent measure necessary to aid plan sponsors, advisors and individual investors in making informed investment decisions. For more information about the Russell Target Date Metric Call Russell Indexes at 866-551-0617 or e-mail index@russell.com. *Patent Pending Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional. This is not an offer, solicitation or recommendation to purchase any security or the services of any organization. Russell Investments is the owner of the trademarks, service marks and copyrights related to its indexes. CORP-5838			Resources Frequently asked questions (PDF) News release Introducing the Russell Target Date Metric - A new performance measure for target date funds (PDF)   For more information DOL/SEC hearing on Target Date Funds Printer friendly version of this page

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