PLANADVISER - May/June 2019 - 35

$84,523
$81,762
$79,625
80
PGIM Total
Return Bond/
Core Plus
$21,399
M. Collins,
R. Tipp,
R. Piccirillo,
G. Peters
2009, 2002,
2012, 2014
4
48%
28%
24%
45%
40%
15%
0%
100%/0%
6
5
$112,211
$110,157
$114,568
139
PIMCO Total
Return Fund
(as of
12/31/18)
$29,458
S. Mather,
M. Kiesel,
M. Worah
$36,900
R. Welch
$7,141
S. Horner,
D. W. Kohli
$146,000
$134,000
$147,000
57
Principal
Lifetime Hybrid
TDF CIT
$22,221
$20,267
$19,465
79
Putnam Stable
Value Fund
$33,261
$31,335
$36,920
62
LifePoints®
Institutional
Target Date
Strategy Funds
$2,030
B. Meath,
R. Balkema
$103,087
Team
managed
$139,997
J. Clark
$190,057
D. Butler,
M. Louie
$11,475
A. Shilling
$29,010
Team
managed
$367,976
$318,721
$363,380
67
S&P 500
$352,884
$310,814
$311,736
425
T. Rowe
Retirement
Date Funds
$773,039
$694,893
$634,469
339
Institutional
Index Strategy
$21,200
$18,500
$18,900
55
Growth
$117,777
$114,309
$120,932
100
Wells Fargo
Stable Return
Fund
2014
2001
1
62%
3%
35%
2%
72%
21%
5%
100%/0%
9
2
3
81%
19%
0%
56%
14%
3%
27%
84%/16%
7
7
3
3
3
55
3
3
NR
3
3
50
2002, 2004
2
37%
56%
6%
26%
5%
35%
34%
99%/1%
11
9
3
3
3
46
3
28
2014, 2016
1
5%
95%
0%
38%
45%
1%
2%
76%/24%
5
15
2005
3
4%
68%
28%
67%
9%
1%
23%
1%/99%
7
5
3
3
3
33
60
NR
26
3
3
2002
4
58%
21%
21%
51%
2%
3%
44%
99%/1%
26
6
1990
6
61%
27%
11%
32%
5%
14%
23%
22%/78%
66
90
1984
1
0%
40%
60%
65%
16%
12%
7%
100%/0%
5
15
1985
3
17%
33%
50%
14%
11%
68%
7%
93%/7%
14
30
3
3
3
44
planadviser.com May-June 2019 | 35
PGIM Investments
PIMCO
Principal Global Investors
Putnam Investments
Russell Investments
State Street Global Advisors
T. Rowe Price
Vanguard
Wellington Management
Company LLP
Wells Fargo Asset
Management

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PLANADVISER - May/June 2019

Table of Contents for the Digital Edition of PLANADVISER - May/June 2019

Advisers' Future Trajectory
Tangled
2019 PLANADVISER DCIO Survey
High-Tech Meets High-Touch
Whatever Suits
New Platforms Support ETFs
Major Cases
Good News for P.R. Plans
Denial of Benefits
The Cost of Advising One's Own Plan
PLANADVISER - May/June 2019 - C1
PLANADVISER - May/June 2019 - FC1
PLANADVISER - May/June 2019 - FC2
PLANADVISER - May/June 2019 - C2
PLANADVISER - May/June 2019 - 1
PLANADVISER - May/June 2019 - 2
PLANADVISER - May/June 2019 - 3
PLANADVISER - May/June 2019 - 4
PLANADVISER - May/June 2019 - 5
PLANADVISER - May/June 2019 - 6
PLANADVISER - May/June 2019 - 7
PLANADVISER - May/June 2019 - 8
PLANADVISER - May/June 2019 - 9
PLANADVISER - May/June 2019 - 10
PLANADVISER - May/June 2019 - 11
PLANADVISER - May/June 2019 - 12
PLANADVISER - May/June 2019 - 13
PLANADVISER - May/June 2019 - 14
PLANADVISER - May/June 2019 - 15
PLANADVISER - May/June 2019 - 16
PLANADVISER - May/June 2019 - 17
PLANADVISER - May/June 2019 - 18
PLANADVISER - May/June 2019 - 19
PLANADVISER - May/June 2019 - Advisers' Future Trajectory
PLANADVISER - May/June 2019 - 21
PLANADVISER - May/June 2019 - 22
PLANADVISER - May/June 2019 - 23
PLANADVISER - May/June 2019 - 24
PLANADVISER - May/June 2019 - 25
PLANADVISER - May/June 2019 - Tangled
PLANADVISER - May/June 2019 - 27
PLANADVISER - May/June 2019 - 28
PLANADVISER - May/June 2019 - 29
PLANADVISER - May/June 2019 - 2019 PLANADVISER DCIO Survey
PLANADVISER - May/June 2019 - 31
PLANADVISER - May/June 2019 - 32
PLANADVISER - May/June 2019 - 33
PLANADVISER - May/June 2019 - 34
PLANADVISER - May/June 2019 - 35
PLANADVISER - May/June 2019 - High-Tech Meets High-Touch
PLANADVISER - May/June 2019 - 37
PLANADVISER - May/June 2019 - 38
PLANADVISER - May/June 2019 - 39
PLANADVISER - May/June 2019 - 40
PLANADVISER - May/June 2019 - 41
PLANADVISER - May/June 2019 - Whatever Suits
PLANADVISER - May/June 2019 - 43
PLANADVISER - May/June 2019 - 44
PLANADVISER - May/June 2019 - 45
PLANADVISER - May/June 2019 - New Platforms Support ETFs
PLANADVISER - May/June 2019 - 47
PLANADVISER - May/June 2019 - Major Cases
PLANADVISER - May/June 2019 - 49
PLANADVISER - May/June 2019 - Good News for P.R. Plans
PLANADVISER - May/June 2019 - Denial of Benefits
PLANADVISER - May/June 2019 - The Cost of Advising One's Own Plan
PLANADVISER - May/June 2019 - C3
PLANADVISER - May/June 2019 - C4
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https://www.planadviserdigital.com/planadviser/november_december_2021
https://www.planadviserdigital.com/planadviser/september_october_2021
https://www.planadviserdigital.com/planadviser/july_august_2021
https://www.planadviserdigital.com/planadviser/may_june_2021
https://www.planadviserdigital.com/planadviser/march_april_2021
https://www.planadviserdigital.com/planadviser/january_february_2021
https://www.planadviserdigital.com/planadviser/november_december_2020
https://www.planadviserdigital.com/planadviser/september_october_2020
https://www.planadviserdigital.com/planadviser/july_august_2020
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https://www.planadviserdigital.com/planadviser/march_april_2019
https://www.planadviserdigital.com/planadviser/january_february_2019
https://www.planadviserdigital.com/planadviser/november_december_2018
https://www.planadviserdigital.com/planadviser/september_october_2018
https://www.planadviserdigital.com/planadviser/july_august_2018
https://www.planadviserdigital.com/planadviser/may_june_2018
https://www.planadviserdigital.com/planadviser/march_april_2018
https://www.planadviserdigital.com/planadviser/january_february_2018
https://www.planadviserdigital.com/planadviser/november_december_2017
https://www.planadviserdigital.com/planadviser/september_october_2017
https://www.planadviserdigital.com/planadviser/july_august_2017
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