3 / 5 Stars
3 3 3 1 2
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#19 in Target Date 2016-2020
U.S. News evaluated 52 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.
The fund has returned 8.39 percent over the past year, 6.82 percent over the past three years, and 12.57 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.1%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||12.6%|
|10 Years (Annualized)||N/A|
The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The fund invests in a combination of underlying funds according to a target asset allocation strategy. These underlying funds will pursue asset allocation strategies, and will invest in a combination of stocks, bonds, and cash. It may invest to a limited extent directly in equity and fixed income securities and cash equivalents, including money market securities.
Fees are High compared to funds in the same category.
Manning & Napier Target 2020 Series Fund has an expense ratio of 1.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.