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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.
Performance
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 8.5% |
| 1 Year | N/A |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to invest in a portfolio of investments that will provide an appropriate balance between capital appreciation and capital preservation in light of the fund's target date. The fund is managed for investors who plan to begin withdrawing assets gradually from their account around the year 2040. It invests in a portfolio of securities and other instruments, which may exclusively, primarily or otherwise include investment companies sponsored by the fund's adviser as well as other investment companies, including exchange-traded funds.
