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Lipper
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Zacks Investment Research
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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U.S. News evaluated 45 Target Date 2036-2040 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Lincoln Financial Group funds
Performance
The fund has returned 9.29 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 6.9% |
| 1 Year | 9.3% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks the highest total return over time with an increased emphasis on capital preservation as the target date approaches. The fund invests at least 80% of or more of net assets in underlying funds, including exchange traded funds. Approximately 81% of these underlying funds will invest primarily in equity securities and 19% will invest primarily in fixed income securities. Approximately 55% of these assets at the target date will be in underlying funds that invest primarily in equity securities and 45% in underlying funds that invest primarily in fixed income securities. It is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Lincoln Advisors Presidential Protected Profile 2040 Fund has an expense ratio of 0.85 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
