| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
4
4
5
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 25.87 percent over the past year, 13.27 percent over the past three years, 1.98 percent over the past five years, and 6.80 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.9% |
| 1 Year | 25.9% |
| 3 Years (Annualized) | 13.3% |
| 5 Years (Annualized) | 2.0% |
| 10 Years (Annualized) | 6.8% |
Summary
The investment seeks long-term capital appreciation. The fund invests in a mix of equity and fixed-income securities appropriate for a particular type of investor. It may serve as the cornerstone of a larger investment portfolio. The fund may be appropriate for investors seeking long-term capital growth. In addition, investors who already have a diversified portfolio may find this allocation suitable as an additional growth component (e.g., investors in their 20s, 30s or 40s who are saving for retirement and who plan to retire in their early to mid 60s).
Fees
Fees are High compared to funds in the same category.
Target Growth Allocation Fund has an expense ratio of 1.65 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
