Target Date 2036-2040
Target Date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2036-2040) for retirement or another goal. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. Over time, management adjusts the allocation among asset classes to more conservative mixes as the target date approaches. Morningstar®
| Performance (1-yr.): 12.15% |
Expenses: 1.15% |
| Performance (1-mo.): 1.78% |
Total Assets: $35.44M |
| Performance (1-yr.): 12.77% |
Expenses: 1.11% |
| Performance (1-mo.): 1.84% |
Total Assets: $142.61M |
| Performance (1-yr.): 10.96% |
Expenses: 1.09% |
| Performance (1-mo.): 1.37% |
Total Assets: $20.59M |
| Performance (1-yr.): 11.26% |
Expenses: 1.10% |
| Performance (1-mo.): 2.21% |
Total Assets: $862.56M |
| Performance (1-yr.): 11.77% |
Expenses: 1.06% |
| Performance (1-mo.): 1.69% |
Total Assets: $126.11M |
| Performance (1-yr.): 13.83% |
Expenses: 0.53% |
| Performance (1-mo.): 2.41% |
Total Assets: $241.7M |
| Performance (1-yr.): 14.93% |
Expenses: 0.72% |
| Performance (1-mo.): 1.95% |
Total Assets: $3.89M |
| Performance (1-yr.): 14.95% |
Expenses: 0.57% |
| Performance (1-mo.): 2.07% |
Total Assets: $19,946 |
| Performance (1-yr.): — |
Expenses: 0.92% |
| Performance (1-mo.): 1.70% |
Total Assets: $54,061 |
| Performance (1-yr.): 12.19% |
Expenses: 0.97% |
| Performance (1-mo.): 1.57% |
Total Assets: $20,392 |
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- Top Performing Target Date 2036-2040 Funds as of 05.03.2013
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