Target Date 2000-2010
Category |
Growth of 10k
05-21-13
Morningstar Moderate Target Risk
Target Date 2000-2010
| Top Decile Average Return | 19.79 | 11.30 | 5.66 | 12.50 | 8.04 | 1.83 | 29.40 | 13.12 | 7.55 | 12.39 | |
| Bottom Decile Average Return | -- | -- | 2.24 | -- | -- | -31.73 | 5.00 | 7.90 | -1.72 | 5.68 | |
| Total Return % | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Moderate Target Risk | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Lifetime Moderate 2010 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| Expense Ratio % | 1.44 | 1.49 | 1.38 | 1.22 | 1.10 | 1.05 | 1.05 | 1.03 | 0.96 | 0.91 | |
| Income Ratio % | 1.43 | 2.29 | 2.23 | 2.46 | 2.39 | 2.88 | 2.65 | 2.15 | 2.41 | 2.03 | |
| Turnover Ratio % | 45 | 33 | 23 | 20 | 38 | 35 | 38 | 40 | 42 | 41 | |
| Net Assets $bil | 0.34 | 0.34 | 0.22 | 0.25 | 0.29 | 0.21 | 0.22 | 0.25 | 0.23 | 0.24 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Buys
| Value $mil | ||
|---|---|---|
| Capital One Financial Corp | 0.6 | |
| Huntsman Corporation | 0.4 | |
| Costco Wholesale Corporation | 0.3 | |
| Illinois Tool Works Inc | 0.3 | |
| Toronto-Dominion Bank | 0.3 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Sells
| Value $mil | ||
|---|---|---|
| Exxon Mobil Corporation | -0.9 | |
| Anhanguera Educacional Participacoes S.A. | -0.8 | |
| Citigroup Inc | -0.6 | |
| Pfizer Inc | -0.5 | |
| Chevron Corp | -0.5 | |