LifePath Retirement Fund
INVESTMENT APPROACHLifePath Retirement Portfolio (the Fund) is designed for investors seeking current income and moderate long-term growth of capital. The Fund allocates its assets among a combination of equity, bond and money market funds in proportions based on its own comprehensive investment strategy. In its most conservative phase, the allocation generally does not become more conservative over time, although it may change to maintain the risk profile.
|Total Return (%)||-1.52||3.11||4.36||4.45||5.45|
|Morningstar Category Avg. (%)||-1.50||2.49||3.60||3.76||-|
|Lipper Category Avg. (%)||-1.61||2.34||3.57||3.93||-|
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.
Past distributions are not indicative of future distributions.
Click here, for the most recent distributions.
Allocations are subject to change.
as of 31-Jan-2016
Best 3-Month Return Over the Last 3 Years
3 months ending 30-Nov-2013
Worst 3-Month Return Over the Last 3 Years
3 months ending 31-Aug-2015