| S&P, Dow Marry Their Index Operations And The Firstborn Are Two Series Of Target Date Fund Indexes |
|
| Friday, July 20, 2012 19:55 |
|
The new S&P/Dow indexes are investable, setting the stage for low-cost passive investments in target date funds, perhaps even cheaper than Vanguard’s 18 basis points. But you get what you pay for. This Website Is For Financial Professionals OnlyThe new S&P Target Date Style Index Series indexes let you choose a “To” or “Through” benchmark. See the announcement here.
Please be aware of the silliness of the way “To” funds are defined, summarized at Crazy Definition. The choice of target date benchmark is in fact a simple choice between two candidates, but they are not “To” or ‘Through.” Instead, think common practice vs. best practices. Comments (0)Write commentYou must be logged in to post a comment. Please register if you do not have an account yet.
|

Ronald J. Surz is the President of PPCA, Inc (www.PPCA-Inc.com), an RIA in San Clemente, CA, providing manager due diligence technologies, and enhanced UMA platforms.








