Target Annuitization Date (TAD) Funds

Investment Objective:

Each TAD Fund seeks levels of capital appreciation, principal preservation and current income that are consistent with its asset allocation at a particular time. A TAD Fund with a relatively long time horizon (defined as the time before a Fund’s target date) will have more emphasis on seeking capital appreciation, whereas a TAD Fund with a relatively short time horizon will have more emphasis on income and principal preservation.

Investor Profile:

These Funds are suitable for investors who plan to annuitize in or around the year of a specific Fund, who want a portfolio that automatically becomes more conservative as time passes and who do not have the time, interest or inclination to rebalance their portfolios as their annuitization date approaches. 

Fund Investments:

The TAD Funds are “funds of funds” that invest in The Pension Boards’ Equity, Bond and Stable Value Funds and thus invest in the securities permitted in those funds.

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Manager(s) - click here for list of Fund managers
Fee Disclosures

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