2 / 5 Stars
2 1 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#27 in Target Date 2036-2040
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.
The fund has returned 14.94 percent over the past year, 7.53 percent over the past three years, and 3.87 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.3%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||3.9%|
|10 Years (Annualized)||N/A|
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 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 is Above Average compared to funds in the same category according to Morningstar.