| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
2
2
2
2
5
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C-
(Hold)
|
#30 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.
Performance
The fund has returned 9.86 percent over the past year, 8.14 percent over the past three years, and 2.99 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.1% |
| 1 Year | 9.9% |
| 3 Years (Annualized) | 8.1% |
| 5 Years (Annualized) | 3.0% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2030. 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 71% of assets in underlying funds that invest primarily in equity securities, 29% 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
Fees are High compared to funds in the same category.
State Farm LifePath 2030 Fund has an expense ratio of 1.10 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
