QS Legg Mason Target Retirement 2025

Scorecard
3 / 5 Stars
Lipper
2 2 2 1 5
Zacks Investment Research
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Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

U.S. News evaluated 47 Target Date 2021-2025 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 17.35 percent over the past year, 8.67 percent over the past three years, and 12.80 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 7.0%
1 Year 17.3%
3 Years (Annualized) 8.7%
5 Years (Annualized) 12.8%
10 Years (Annualized) N/A

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Summary

The investment seeks the highest total return (that is, a combination of income and long-term capital appreciation) 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 High compared to funds in the same category.
QS Legg Mason Target Retirement 2025 has an expense ratio of 1.29 percent.

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Risk

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

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