2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#27 in Target Date 2036-2040
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.
The fund has returned 15.12 percent over the past year, 8.12 percent over the past three years, 18.06 percent over the past five years, and 5.20 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.6%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||18.1%|
|10 Years (Annualized)||5.2%|
The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2040. 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, 2013, the fund held approximately 82% of assets in underlying funds that invest primarily in equity securities, 18% 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 are High compared to funds in the same category.
State Farm LifePath 2040 Fund has an expense ratio of 1.09 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.