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On Target Index Performance vs. "Big Three", 1Q08 Performance Report by Target Date Analytics, April 1, 2008.
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Winners by Default by Craig L. Israelsen, published in Financial Planning Magazine, February 2008.
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Letter to the Editor of The Wall Street Journal by Ronald J. Surz, February 29, 2008.
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An Up Close Look at Target Date Lifecycle Funds by Ronald J. Surz, February 19, 2008.
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Performance Attribution Analysis of Target Date Funds (as of December 31, 2007) by Craig L. Israelsen, Joseph C. Nagengast and Ronald J. Surz, February 6, 2008.
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On Target Date Indexes by Craig L. Israelsen, published on IndexUniverse.com (www.indexuniverse.com/sections/research/11/3593.html), January 22, 2008.
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Evaluating Target Date Lifecycle Funds, by Ronald J. Surz and Craig L. Israelsen, published in The Journal of Performance Measurement, Winter 2007/2008. (To view version with color graphics, download this version.)
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On Target Indexes: Summary 2007, Target Date Analytics, January 10, 2008
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The Benefits of Low Correlation: Why Low Correlations Matter for Retirement by Craig L. Israelsen, published in Journal of Indexes, November/December 2007
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Finding the Sharpshooters of Target Date Lifecycle Funds by Ronald J. Surz, December 3, 2007
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On Target Indexes: Better Benchmarks for Target Date Funds by Craig L. Israelsen, Ph.D., submitted to the Journal of Indexes, Fall 2007
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Pedaling Lifecycle Funds: Balancing the Uphill Climb to Riches with the Downhill Need to Keep Them by Ronald J. Surz, September 2007.
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Missing the Target? by Craig L. Israelsen and Joseph C. Nagengast, published in Financial Planning Magazine, September 2007
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The Promise of Target Date Funds by Joseph C. Nagengast, July 2007
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Popping the Hood: An Analysis of Major Life Cycle Fund Families (as of June 30, 2005) by Joseph C. Nagengast, John Bucci, and William J. Coaker, II.
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