Target Date 2041-2045
Category |
Growth of 10k
06-16-13
Morningstar Moderate Target Risk
Target Date 2041-2045
| Top Decile Average Return | -- | 12.89 | 8.19 | 17.92 | 11.09 | -33.61 | 32.62 | 16.77 | 7.63 | 17.59 | |
| Bottom Decile Average Return | -- | -- | 7.08 | 14.25 | 1.28 | -41.69 | 25.94 | 11.98 | -7.18 | 12.26 | |
| Total Return % | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Moderate Target Risk | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Lifetime Moderate 2045 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| Expense Ratio % | -- | -- | -- | 0.64 | 0.61 | 0.64 | 0.76 | 0.72 | 0.59 | 1.09 | |
| Income Ratio % | -- | 1.38 | 1.23 | 1.25 | 0.93 | 1.48 | 1.88 | 1.47 | 1.59 | 1.76 | |
| Turnover Ratio % | -- | 7 | 23 | 55 | 23 | 30 | 24 | 28 | 34 | 33 | |
| Net Assets $bil | 0.01 | 0.02 | 0.04 | 0.07 | 0.07 | 0.05 | 0.09 | 0.12 | 0.13 | 0.15 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Buys
| Value $mil | ||
|---|---|---|
| Boeing Co | 2.2 | |
| Virgin Media Inc | 1.6 | |
| Samsung Electronics Co Ltd | 1.4 | |
| Vodafone Group PLC ADR | 1.2 | |
| Amazon.com Inc | 1.2 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Sells
| Value $mil | ||
|---|---|---|
| Colgate-Palmolive Company | -2.0 | |
| Cisco Systems Inc | -1.8 | |
| Intuit, Inc. | -1.7 | |
| Wells Fargo & Co | -1.3 | |
| BB&T Corp | -1.2 | |