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Portfolio > Mutual Funds > Target Date Funds

Arrivato Advisors Launches Dow Jones U.S. Target Date Funds

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Arrivato Advisors LLC launched the Arrivato Dow Jones U.S. Target Date Funds, the first family of products based on the newly created Dow Jones U.S. Target Date Indexes.

The new portfolios — The Arrivato Dow Jones U.S. 2010 Fund, The Arrivato Dow Jones U.S. 2015 Fund, The Arrivato Dow Jones U.S. 2020 Fund, The Arrivato Dow Jones U.S. 2030 Fund, and The Arrivato Dow Jones U.S. 2040 Fund — are designed to track the overall performance of the Dow Jones U.S. Target Date Indexes, less operating expenses.

Each fund seeks to reduce risk by automatically rebalancing its asset class allocations as the target dates approach.

The initial asset allocation for each of the Funds is as follows:

*2010 Fund: 18% equity investments, 75% fixed income investments, 7% cash.

*2015 Fund: 35% equity investments, 61% fixed income investments, 4% cash.

*2020 Fund: 51% equity investments, 45% fixed income investments, 4% cash.

*2030 Fund: 79% equity investments, 17% fixed income investments, 4% cash.

*2040 Fund: 90% equity investments, 6% fixed income investments, 4% cash.

Arrivato Advisors is a New York-based registered investment management firm. The new funds result from a licensing agreement between Arrivato Advisors and Dow Jones Indexes, a division of Dow Jones & Co (DJ).

Contact Bob Keane with questions or comments at: [email protected].


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