3 / 5 Stars
4 4 5 1 4
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#8 in Retirement Income
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 10.76 percent over the past year, 6.08 percent over the past three years, 8.70 percent over the past five years, and 5.19 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.6%|
|3 Years (Annualized)||6.1%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||5.2%|
The investment seeks income and moderate long-term growth of capital. The fund invests all of its assets in a corresponding series of the LifePath Master Portfolios, which allocates and reallocates its assets among the underlying funds. As of March 31, 2013, the fund held approximately 39% of assets in underlying funds that invest primarily in equity securities, 61% of assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments.
Fees are Above Average compared to funds in the same category.
State Farm LifePath Retirement Fund has an expense ratio of 1.07 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.