Presidential® Managed Risk 2040 Fund

U.S. News evaluated 52 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.

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Performance

The fund has returned 11.31 percent over the past year.

Trailing Returns Updated 02.28.2014
Year to date 0.2%
1 Year 11.3%
3 Years (Annualized) N/A
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks the highest total return over time with an increased emphasis on capital preservation as the target date approaches. The fund operates under a "fund of funds" structure. It will invest 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.
Presidential® Managed Risk 2040 Fund has an expense ratio of 0.90 percent.

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Risk

Risk is N/A compared to funds in the same category according to Morningstar.

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