1 / 5 Stars
2 2 1 3 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#24 in Target Date 2046-2050
U.S. News evaluated 50 Target Date 2046-2050 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 11.96 percent over the past year, 8.15 percent over the past three years, and 15.93 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||8.1%|
|5 Years (Annualized)||15.9%|
|10 Years (Annualized)||N/A|
The investment seeks to be managed for investors planning to retire (or begin to withdraw substantial portions of their investment) approximately in the year 2050. The fund invests all of its assets in 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 93% of assets in underlying funds that invest primarily in equity securities, 7% 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 2050 Fund has an expense ratio of 1.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.