Overview

Dow Jones Target Date Indexes℠ are designed to measure the performance of multi-asset-class portfolios. The indexes were designed as benchmarks for the growing category of "lifecycle" funds, which are typically used to plan for retirement or other long-term savings goals. The indexes automatically adjust their asset allocations over time to reflect reductions in potential risk as an investor’s target date approaches.

Dow Jones Target Date Indexes℠

The Dow Jones Target Date Indexes℠ were created to benchmark portfolios of stocks, bonds and cash. Each index is made up of composite indexes representing these three asset classes. The asset class indexes are weighted differently within each target date index depending on the time horizon. Each month, the allocations among the asset class indexes are rebalanced to reflect an increasingly conservative asset mix.

The Dow Jones Target Date Index℠ family currently includes global and U.S. indexes with target dates extending through 2055. New indexes are expected to be added in five-year increments.

Currently available are global and U.S. series, for target dates extending through 2055:

GLOBAL SERIES

Dow Jones Target 2055 Index℠
Dow Jones Target 2050 Index℠
Dow Jones Target 2045 Index℠
Dow Jones Target 2040 Index℠
Dow Jones Target 2035 Index℠
Dow Jones Target 2030 Index℠
Dow Jones Target 2025 Index℠
Dow Jones Target 2020 Index℠
Dow Jones Target 2015 Index℠
Dow Jones Target 2010 Index℠
Dow Jones Target Today Index℠

U.S. SERIES

Dow Jones U.S. Target 2055 Index℠
Dow Jones U.S. Target 2050 Index℠
Dow Jones U.S. Target 2045 Index℠
Dow Jones U.S. Target 2040 Index℠
Dow Jones U.S. Target 2035 Index℠
Dow Jones U.S. Target 2030 Index℠
Dow Jones U.S. Target 2025 Index℠
Dow Jones U.S. Target 2020 Index℠
Dow Jones U.S. Target 2015 Index℠
Dow Jones U.S. Target 2010 Index℠
Dow Jones U.S. Target Today Index℠

Learn more about the indexes' asset allocation and use our interactive tools to view how the asset allocation of each index changes throughout its lifespan:

Asset Allocation: Global & U.S. Indexes

Dow Jones Real Return Target Date Indexes℠

The Dow Jones Real Return Target Date Indexes℠ were created to benchmark lifecycle portfolios that incorporate real and inflation-protected assets. Like the Dow Jones Target Date Indexes℠, the Dow Jones Real Return Target Date Indexes℠ are made up of composite indexes representing stocks, bonds and cash. But the real return indexes also represent commodities, real estate securities and Treasury Inflation Protected Securities (TIPS).

The asset class indexes are weighted differently within each target date index depending on the time horizon. Each month, the allocations among the asset class indexes are rebalanced to reflect an increasingly conservative asset mix.

The Dow Jones Real Return Target Date Indexes℠ family currently includes global indexes with target dates extending through 2050. New indexes are expected to be added in five-year increments.

Dow Jones Real Return 2050 Index℠
Dow Jones Real Return 2045 Index℠
Dow Jones Real Return 2040 Index℠
Dow Jones Real Return 2035 Index℠
Dow Jones Real Return 2030 Index℠
Dow Jones Real Return 2025 Index℠
Dow Jones Real Return 2020 Index℠
Dow Jones Real Return 2015 Index℠
Dow Jones Real Return 2010 Index℠
Dow Jones Real Return Today Index℠