Multi Asset

LPDRX

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.
-9.05 - - - 0.83
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. -8.06 - - - 1.24
Morningstar Category Avg. (%) Target-Date 2060+ -5.78 10.94 6.51 - -
Morningstar Ranking Rankings are based on total return excluding sales charges, independently calculated and not combined to create an overall ranking. 121/196 - - - -
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. 252/400 - - - -
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 Mar 19, 2019 $0.0 M
Size of Fund (Millions) as of Mar 19, 2019 $2.3 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
CUSIP 066923384
Max Offer Price as of Mar 19, 2019 $10.56
Open to New Investors No
Turnover Percent as of Feb 28, 2019 35%

Ratings

Ratings

Morningstar Analyst Rating

Morningstar Analyst Rating - Bronze
Morningstar has awarded the Fund a Bronze medal. Fewer than 10% of US open-end funds hold medalist ratings. (Effective Jan 31, 2019) ‡

Holdings

Holdings

as of Feb 28, 2019
Name Weight (%)
ACTIVE STOCK MASTER 45.07
INTL TILTS MASTER 17.27
ADVANTAGE EMERGING MARKETS F INVK 8.23
ISHS EDGE MSCI MULTIFACTOR USA ETF 4.85
ISHS EDG MSCI MULTIFCTR INTL ETF 2.97
Name Weight (%)
ISHARES MSCI EAFE SMALL-CAP ETF 2.68
ISHARES RUSSELL 2000 ETF 1.71
ISHARES MSCI CANADA ETF 1.65
COREALPHA BOND MSTR 1.02
SIMON PROPERTY GROUP REIT INC 0.65

Exposure Breakdowns

Exposure Breakdowns

as of Feb 28, 2019

% of Market Value

Type Fund
as of Feb 28, 2019

% 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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