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| | | Morningstar Overall Rating: |  | | Total Assets: | 250.00K | | Category: | Target Date 2021-2025 | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 28.52% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 15 | | % Rank in Category (ytd): | 11.81% | | Beta (3y): | 1.68 | | Morningstar Risk Rating: | High |
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| The investment seeks capital appreciation and current income consistent with a strategy of steadily decreasing emphasis on capital appreciation and steadily increasing emphasis on capital preservation and current income as 2025 approaches. The fund invests at least 80% of net assets in Underlying ETFs. The investment manager uses an asset allocation strategy that is intended for a person who expects to retire or reach his/her investment goal around the year 2025.The fund is intended to become more conservative over time until (in 2025) its investments are substantially similar to TargETFund Core. During 2025, the fund may be combined with TargETFund Core. | | | Fund Profile |
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