Target Date 2011-2015
Category |
Growth of 10k
06-19-13
Morningstar Moderate Target Risk
Target Date 2011-2015
| Top Decile Average Return | 19.06 | 9.07 | 6.44 | 15.69 | 9.16 | 2.21 | 31.84 | 13.60 | 2.84 | 13.26 | |
| Bottom Decile Average Return | -- | -- | -- | 8.40 | 1.81 | -35.73 | 16.39 | 8.07 | -4.44 | 7.58 | |
| Total Return % | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Moderate Target Risk | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Lifetime Moderate 2015 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| Expense Ratio % | -- | -- | -- | -- | -- | -- | 0.83 | 0.78 | 0.57 | 0.98 | |
| Income Ratio % | 2.04 | 1.76 | 2.47 | 2.60 | 2.28 | 2.48 | 2.93 | 2.44 | 2.52 | 2.02 | |
| Turnover Ratio % | 101 | 13 | 16 | 28 | 18 | 26 | 30 | 35 | 41 | 49 | |
| Net Assets $bil | 0.03 | 0.11 | 0.19 | 0.27 | 0.32 | 0.19 | 0.24 | 0.29 | 0.29 | 0.31 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Buys
| Value $mil | ||
|---|---|---|
| Boeing Co | 1.6 | |
| Virgin Media Inc | 1.2 | |
| Vodafone Group PLC ADR | 0.9 | |
| Rock-Tenn Company | 0.8 | |
| Goldman Sachs Group Inc | 0.8 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Sells
| Value $mil | ||
|---|---|---|
| Cisco Systems Inc | -1.6 | |
| Colgate-Palmolive Company | -1.6 | |
| Intuit, Inc. | -1.4 | |
| Wells Fargo & Co | -1.4 | |
| Qualcomm, Inc. | -1.2 | |