2 / 5 Stars
2 2 4 2 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#27 in Target Date 2016-2020
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.
The fund has returned 8.29 percent over the past year, 7.52 percent over the past three years, and 3.56 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.8%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||3.6%|
|10 Years (Annualized)||N/A|
The investment seeks for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2020. 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, 2012, the fund held approximately 56% of assets in underlying funds that invest primarily in equity securities, 44% 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 Low compared to funds in the same category.
State Farm LifePath 2020 Fund has an expense ratio of 1.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.