Evaluating a fund’s performance typically focus on short-term time horizons and relative performance metrics—one that better aligns past performance with the overall objectives to which a fund is being managed.

In this paper, we illustrate an alternate method that recognizes the long-term progress by using Russell Investments’ target date funds. Target date funds are designed for long-term investment and we show that participants in the Russell Investments’ target date funds are on the path to a successful accumulation in time for retirement. The longer-term focus provides perspective for participants and plan fiduciaries during turbulent markets and helps them to keep their eyes on the prize.

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