| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
3
2
2
1
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#13 in Target Date 2026-2030
U.S. News evaluated 45 Target Date 2026-2030 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Manning & Napier funds
Performance
The fund has returned 20.73 percent over the past year, 11.16 percent over the past three years, and 4.12 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | 20.7% |
| 3 Years (Annualized) | 11.2% |
| 5 Years (Annualized) | 4.1% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide long-term capital growth and to moderate volatility consistent with its current asset allocation. The fund seeks to achieve its investment objective by investing 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
Fees are Above Average compared to funds in the same category.
Manning & Napier Target 2030 Series Fund has an expense ratio of 1.05 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
