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4 / 5 Stars
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Lipper
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Zacks Investment Research
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Standard & Poor's
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TheStreet.com
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U.S. News evaluated 46 Target Date 2016-2020 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 10.24 percent over the past year, 8.54 percent over the past three years, and 4.53 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 5.7% |
| 1 Year | 10.2% |
| 3 Years (Annualized) | 8.5% |
| 5 Years (Annualized) | 4.5% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks a balance between long-term capital appreciation and high current income consistent with its current asset allocation. The fund allocates and reallocates its assets among a combination of equity, fixed income and money market funds in proportions. It is designed for investors expecting to retire or to begin withdrawing assets around the year 2020. The fund holds approximately 53.4% of its assets in underlying funds that invest primarily in equity securities and 46.6% of its assets in underlying funds that invest primarily in fixed income, including underlying funds that invest primarily in money market instruments. It is non-diversified.
