Ready-to-Go Folios: MarketGlide Target Date Folios

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MarketGlide™ Target Date Folios give investors access to retirement strategies without the cost and risk of an individual target date fund manager.

Traditional target date funds are susceptible to management risk caused by variations in fund managers’ methodologies. To mitigate this risk, MarketGlide averages the strategies of leading target date funds to create a single consensus strategy.

To get this consensus asset allocation for your retirement year choose the MarketGlide Target Date Folio closest to the year you plan to retire. These folios are implemented using passive, low-cost ETFs.

As your target date approaches, the allocation of your MarketGlide portfolio changes to decrease risk and protect your investment. Every quarter, you can rebalance your holdings to reflect these changes.

For more information on MarketGlide Target Date Folios, please visit www.marketglide.com.

Last Updated: January 19, 2018
Past performance is no guarantee of future results.

Folio
Inception
Date
1 Mo
3 Mo
Since
Incept.
MarketGlide 2050 08/12/09 4.72% 8.12% 11.79%
MarketGlide 2045 08/12/09 4.61% 7.94% 11.64%
MarketGlide 2040 08/12/09 4.41% 7.60% 11.34%
MarketGlide 2035 08/12/09 4.10% 7.07% 10.94%
MarketGlide 2030 08/12/09 3.64% 6.31% 10.32%
MarketGlide 2025 08/12/09 3.15% 5.49% 9.54%
MarketGlide 2020 08/12/09 2.65% 4.62% 8.62%
MarketGlide 2015 08/12/09 2.23% 3.91% 7.73%
MarketGlide 2010 08/12/09 1.99% 3.51% 7.05%

Past performance is no guarantee of future results.
See how returns are calculated