| TDA in the News
OCTOBER 18, 2011 BRIGHTSCOPE AND TARGET DATE ANALYTICS RELEASE Popping the Hood IV, an Analysis of Target Date Fund Families BrightScope (www.brightscope.com), a leading provider of independent financial information and investment research, together with Target Date Analytics (www.ontargetindex.com), the leading independent provider of analysis, theory, and benchmarking of target date funds, today announced the release of Popping the Hood IV. The newest study in the popular Popping the Hood series provides a detailed analysis of Target Date Funds (TDFs) and fund families, making it the most comprehensive source of information available in the TDF marketplace. "This study is absolutely critical for any advisor or plan sponsor looking to improve their selection and monitoring process for TDFs, as well as asset managers who are looking to improve and distribute their funds," said Brooks Herman, Head of Research for BrightScope. "Currently, there is no other research report in the market that offers such an in-depth perspective on Target Date Funds and fund families." As Target Date Fund assets continue to grow as a percentage of total Defined Contribution assets, BrightScope and Target Date Analytics' data and research have become increasingly sought after in the marketplace. "We're pleased to issue Popping the Hood IV with updated 2010 data on strategy, fees, risk, performance, and company data," said Joseph C. Nagengast, Principal, Target Date Analytics. "This study is designed to provide valuable insight and analysis of a company's target date funds compared to its peers." This comprehensive report includes 48 fund series, 40 distinct target date companies, and 400 distinct Target Date Funds. Each fund family is evaluated in five major categories, resulting in an Overall Score and Ranking. The five major categories are Company/Organization, Strategy, Performance, Risk and Fees. Popping the Hood IV highlights the best target date fund families, including American Century Investments. Its successful LIVESTRONG Portfolios are the top rated target date series in the study. "We're honored to be recognized as one of the top target date fund managers in the new Popping the Hood IV study by Target Date Analytics and BrightScope," said American Century Investments' Rich Weiss, senior vice president and senior portfolio manager. "We believe the LIVESTRONG Portfolios offer a robust glide path, effective diversification and disciplined active management, which are key to helping investors achieve their long-term retirement goals." The stand-alone price for the report is $1,200. For asset managers who want a distribution license, the cost is $20,000. To inquire about a copy, email poppingthehood@brightscope.com, or call (858) 433.6534. For more information please visit www.brightscope.com or www.ontargetindex.com. ##### About BrightScope About Target Date Analytics LLC
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