Target Date 2046-2050
Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2046-2050) for retirement. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. Management adjusts the allocation among asset classes to more conservative mixes as the target date approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors. Morningstar®
| Performance (1-yr.): 13.69% |
Expenses: 1.35% |
| Performance (1-mo.): 1.76% |
Total Assets: $60.8M |
| Performance (1-yr.): 14.31% |
Expenses: 1.37% |
| Performance (1-mo.): 1.84% |
Total Assets: $53.08M |
| Performance (1-yr.): 11.65% |
Expenses: 1.06% |
| Performance (1-mo.): 2.12% |
Total Assets: $5.68M |
| Performance (1-yr.): 13.07% |
Expenses: 0.86% |
| Performance (1-mo.): 1.70% |
Total Assets: $18.36M |
| Performance (1-yr.): 12.74% |
Expenses: 1.04% |
| Performance (1-mo.): 1.64% |
Total Assets: $692.45M |
| Performance (1-yr.): 11.59% |
Expenses: 1.10% |
| Performance (1-mo.): 1.43% |
Total Assets: $10.97M |
| Performance (1-yr.): 12.33% |
Expenses: 1.10% |
| Performance (1-mo.): 2.48% |
Total Assets: $185.31M |
| Performance (1-yr.): 12.12% |
Expenses: 1.42% |
| Performance (1-mo.): 2.46% |
Total Assets: $140.77M |
| Performance (1-yr.): 12.11% |
Expenses: 1.06% |
| Performance (1-mo.): 1.64% |
Total Assets: $25.03M |
| Performance (1-yr.): 15.28% |
Expenses: 0.54% |
| Performance (1-mo.): 2.68% |
Total Assets: $60.01M |
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- Top Performing Target Date 2046-2050 Funds as of 05.03.2013
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