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| | | Morningstar Overall Rating: |  | | Total Assets: | 9.06M | | Category: | Target Date 2036-2040 | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 26.85% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 108 | | % Rank in Category (ytd): | 55.96% | | Beta (3y): | 1.59 | | Morningstar Risk Rating: | Above average |
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| The investment seeks to provide capital growth and income consistent with its current asset allocation. The fund is a fund of funds and at present invests in the shares of several other RIC funds. It invests in a diversified portfolio that consists of approximately 90% stock funds and 10% fixed-income funds, with an increasing allocation to fixed-income funds over time. Its allocation to fixed-income funds may be fixed at 68% in approximately the year 2040. While the investment is nondiversified, it invests in diversified underlying holdings. | | | Fund Profile |
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