QDIA/TDF Performance

TDF Performance Update By:

David Witz, AIF® GFS™
CEO/Managing Director
FRA/PlanTools
10612-D Providence Rd., Suite 752
Charlotte, NC 28277
Phone: (704) 564-0482
Fax: (704) 248-8850
Email: dwitz@fraplantools.com
Web: http://www.fraplantools.com

PlanTools LLC, a subsidiary of FRA, LLC, provides investment analysis, fee analysis - including benchmarking & 408(b)(2) reporting - fiduciary governance, investment policy creation, point of sale reports, client meeting management, RFP services for advisor searches, firm management reports and custom services. FRA provides consulting, expert witness and qualified assessments of advisor expertise.

TDF performance reporting below is limited to the lowest cost mutual fund share class and funds in excess of $75 million in month-end assets at the portfolio level. Click HERE to see monitoring criteria. Collective Investment Trusts will be added in the months ahead.

To track current individual TDFs and other category performance as reported by Morningstar’s public database, go to: http://news.morningstar.com/fund-category-returns/. To track current index performance as reported by Morningstar’s public database, including Morningstar’s TDF indexes, go to: http://news.morningstar.com/index/indexReturn.html.