QS Legg Mason Target Retirement 2020

Scorecard
4 / 5 Stars
Lipper
4 4 2 3 3
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 50 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.

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Performance

The fund has returned 16.42 percent over the past year, 8.78 percent over the past three years, and 13.11 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.5%
1 Year 16.4%
3 Years (Annualized) 8.8%
5 Years (Annualized) 13.1%
10 Years (Annualized) N/A

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Summary

The investment seeks the highest total return over time consistent with its asset mix. The fund is a fund of funds- it invests primarily in other funds. These underlying funds are open-end funds managed by the manager or its affiliates, or exchange-traded funds ("ETFs") that are based on an index and managed by unaffiliated investment advisers. It seeks to achieve its objectives by investing in a combination of underlying funds representing a variety of broad asset classes-equity, fixed income and inflation-hedging-and investment styles.

Fees

Fees are Low compared to funds in the same category.
QS Legg Mason Target Retirement 2020 has an expense ratio of 0.25 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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