| Scorecard |
|---|
|
1 / 5 Stars
|
|
Lipper
1
1
3
1
1
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
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.
Performance
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% |
| 1 Year | 9.1% |
| 3 Years (Annualized) | 4.8% |
| 5 Years (Annualized) | -0.1% |
| 10 Years (Annualized) | N/A |
Summary
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
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
Risk is Above Average compared to funds in the same category according to Morningstar.
