Target Date 2036-2040
Category |
Growth of 10k
05-18-13
Morningstar Moderate Target Risk
Target Date 2036-2040
| Top Decile Average Return | 30.58 | 13.86 | 8.59 | 17.70 | 9.43 | -27.82 | 27.68 | 17.28 | 6.83 | 14.44 | |
| Bottom Decile Average Return | 23.25 | 9.64 | 5.26 | 11.52 | 1.26 | -41.24 | 13.85 | 11.96 | -5.02 | 10.73 | |
| Total Return % | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Moderate Target Risk | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| +/-Morningstar Lifetime Moderate 2040 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | |
| Expense Ratio % | 1.44 | 1.48 | 1.38 | 1.37 | 1.28 | 1.28 | 1.28 | 1.21 | 1.00 | 1.18 | |
| Income Ratio % | 0.41 | 1.00 | 0.87 | 1.22 | 1.11 | 1.42 | 1.80 | 1.83 | 1.87 | 1.57 | |
| Turnover Ratio % | 37 | 59 | 19 | 26 | 21 | 28 | 44 | 24 | 26 | 32 | |
| Net Assets $bil | 0.06 | 0.08 | 0.09 | 0.12 | 0.15 | 0.09 | 0.15 | 0.21 | 0.20 | 0.25 |
Category Leaders
| 5 Yr Returns | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Buys
| Value $mil | ||
|---|---|---|
| Apple Inc | 3.3 | |
| Capital One Financial Corp | 2.5 | |
| International Business Machines Corp | 1.7 | |
| Costco Wholesale Corporation | 1.7 | |
| Google, Inc. Class A | 1.7 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| -- | ||
| -- | ||
| -- | ||
| -- | ||
| -- | ||
Largest Sells
| Value $mil | ||
|---|---|---|
| Anhanguera Educacional Participacoes S.A. | -2.9 | |
| Great Plains Energy Inc | -1.8 | |
| Lorillard, Inc. | -1.7 | |
| MGM Resorts International | -1.4 | |
| Citigroup Inc | -1.2 | |