Multi Asset

LPDIX

LifePath Dynamic 2060 Fund

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept. Performance data for certain classes of shares of certain funds are based on pre-class inception information dating back to an older class of fund shares. This information may be considered when assessing a fund's performance, but it does not represent actual performance of these classes of shares. The inception date noted under Key Fund Facts is the date the class of shares was incepted. See fund prospectus or fact sheet for details.
-8.64 - - - 1.29
Benchmark (%) Index: LifePath Dynamic 2060 Custom Benchmark.<br /><br /> Index returns are for illustrative purposes only. Index performance returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. -4.78 - - - 4.23
Morningstar Category Avg. (%) Target-Date 2060+ -8.52 6.31 4.16 - -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 96/201 - - - -
Morningstar Quartile Rankings based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 3 - - - -
Lipper Ranking Rankings are based on total return excluding sales charges. 206/400 - - - -
Lipper Quartile Rankings are based on total return excluding sales charges. 3 - - - -
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.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

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Key Facts

Key Facts

Size of Class (Millions) as of Jan 15, 2019 $0.0 M
Size of Fund (Millions) as of Jan 15, 2019 $2.1 M
Share Class launch date May 31, 2017
Asset Class MultiAsset
Morningstar Category Target-Date 2060+
Lipper Classification Mixed-Asset Target 2055+
Benchmark Index LifePath Dynamic 2060 Custom Benchmark
Max Offer Price as of Jan 15, 2019 $9.76
Turnover Percent as of Dec 31, 2018 35%

Ratings

Holdings

Holdings

as of Dec 31, 2018
Name Weight (%)
ACTIVE STOCK MASTER 44.58
INTL TILTS MASTER 16.94
ADVANTAGE EMERGING MARKETS F INVK 8.32
ISHS EDGE MSCI MULTIFACTOR USA ETF 5.12
ISHS EDG MSCI MULTIFCTR INTL ETF 3.02
Name Weight (%)
ISHARES MSCI EAFE SMALL-CAP ETF 2.70
ISHARES MSCI CANADA ETF 1.76
ISHARES RUSSELL 2000 ETF 1.66
COREALPHA BOND MSTR 1.12
SIMON PROPERTY GROUP REIT INC 0.64

Exposure Breakdowns

Exposure Breakdowns

as of Dec 31, 2018

% of Market Value

Type Fund
as of Dec 31, 2018

% of Market Value

Type Fund
Allocations subject to change.
Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which may be used to gain or reduce market exposure and/or risk management.

Allocations are subject to change.

Portfolio Managers

Portfolio Managers

Matthew O’Hara
Co-Head of LifePath

   

Philip Green
Managing Director, Head of Global Tactical Asset Allocation

  

Portfolio Manager

Literature

Literature

 

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