YourPath SM custom target-date + risk portfolios
A tailored approach to target-date offerings.
Unlike typical target-date mutual funds that offer a one-size fits-all approach, YourPathSM unitized custom portfolios allow you to develop multimanager target-date portfolios using funds in a plan's lineup. You can also tailor them to employee populations by offering different levels of risk and estimated retirement dates.
YourPathSM portfolios may be offered as the plan’s Qualified Default Investment Alternative (QDIA). Additionally, plan sponsors have access to 3(38) fiduciary support by Morningstar Investment Management LLC.
Morningstar Investment Management’s sample glide paths
These charts show sample glide paths developed by Morningstar Investment Management LLC. The glide path varies for each target-date + risk portfolio in the series.
- Conservative glide path
- Moderate glide path
- Growth glide path
For more information about Lincoln YourPathSM custom target-date + risk portfolios, contact your retirement plan representative.