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Barclays Global Investors LP 2020 R (LPRCX)

On Nov 24: 13.94 USD  Down 0.02 (0.14%)  
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BARCLAYS GLOBAL INVS FDS LIFEPA Delayed quote dataEdit
Net Asset Value: 13.94
Trade Time: Nov 24
Change: Down 0.02 (0.14%)
Prev Close: 13.96
YTD Return*: 3.06%
Net Assets*: 173.42M
Yield*: 2.33%
* As of 31-Dec-07
Barclays Global Investors LP 2020 R (LPRCX)
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HEADLINES
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 173.42M
Category: Target-Date 2015-2029
Total Expense Ratio: 1.00%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 3.06%
5y Avg Return: 10.06%
Rank in Category (ytd): 42
% Rank in Category (ytd): 13.86%
Beta (3y): 0.97
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return for investors retiring in approximately the year 2020. The fund currently intends to hold about 62% of assets in underlying funds that invest primarily in stocks, 37% of assets in underlying funds that invest primarily in bonds and the remaining 1% of assets in underlying funds that invest primarily in money market instruments.
Fund Profile


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