1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
U.S. News evaluated 61 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.13 percent over the past year, 4.84 percent over the past three years, and -0.07 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.7%|
|3 Years (Annualized)||4.8%|
|5 Years (Annualized)||-0.1%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a stated annual target distribution for 10 years from its inception; preservation of a portion of the capital is a secondary consideration. The fund is a fund of funds and seeks to achieve its objective principally by investing in the underlying funds using a dynamic asset allocation investment strategy. The underlying funds are designed to provide the foundation for a diversified portfolio. Each major asset class (U.S. equity, non-U.S. equity, fixed income, real assets and cash) is represented by one or more underlying funds.
Fees are Above Average compared to funds in the same category.
Russell 2017 Retirement Distribution A has an expense ratio of 0.52 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.