Overview
Retirement is one of life's major milestones that require careful, thoughtful planning and review. The Dow Jones Target Date Indexes are designed to help investors measure the performance of their "lifecycle" portfolios as they prepare for retirement. Lifecycle portfolios tend to start out aggressively to grow assets and end with a conservative mix of investments.
Dow Jones offers two index measurement options to consider.
The Dow Jones Real Return Target Date Indexes, an index family comprised of composite indexes that include the original major asset classes as well as TIPs, commodities, real estate securities and US nominal bonds.
and
The Dow Jones Target Date IndexesSM, an index family made up of composite indexes representing three major asset classes: stocks, bonds and cash.
Innovative benchmarks for lifecycle portfolios that measure the performance of real and inflation-protected assets.
- DJ Real Return Today IndexSM
- DJ Real Return 2005 IndexSM
- DJ Real Return 2010 IndexSM
- DJ Real Return 2015 IndexSM
- DJ Real Return 2020 IndexSM
- DJ Real Return 2025 IndexSM
- DJ Real Return 2030 IndexSM
- DJ Real Return 2035 IndexSM
- DJ Real Return 2040 IndexSM
- DJ Real Return 2045 IndexSM
- DJ Real Return 40+ IndexSM
Total-portfolio indexes that reflect automatic reductions in potential risk as a target maturity date approaches (for example, to coincide with a child starting college or retirement).
| U.S. SERIES | GLOBAL SERIES |
|---|---|
| Dow Jones U.S. Target 2045 Index | Dow Jones Target 2045 Index |
| Dow Jones U.S. Target 2040 Index | Dow Jones Target 2040 Index |
| Dow Jones U.S. Target 2035 Index | Dow Jones Target 2035 Index |
| Dow Jones U.S. Target 2030 Index | Dow Jones Target 2030 Index |
| Dow Jones U.S. Target 2025 Index | Dow Jones Target 2025 Index |
| Dow Jones U.S. Target 2020 Index | Dow Jones Target 2020 Index |
| Dow Jones U.S. Target 2015 Index | Dow Jones Target 2015 Index |
| Dow Jones U.S. Target 2010 Index | Dow Jones Target 2010 Index |
| Dow Jones U.S. Target 2005 Index | Dow Jones Target 2005 Index |
| Dow Jones U.S Target Today Index | Dow Jones Target Today Index |