| No headlines available for RLLDX. |
|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
78.43M |
| Category: |
Target Date 2016-2020 |
| Total Expense Ratio: |
1.25% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-1.13% |
| 5y Avg Return: |
2.57% |
| Rank in Category (ytd): |
44 |
| % Rank in Category (ytd): |
19.73% |
| Beta (3y): |
1.14 |
| Morningstar Risk Rating: |
Average |
|
| The investment seeks to provide capital growth and income consistent with its current asset allocation. The fund is a fund of funds and at present invests in the shares of several other RIC funds. It invests in a diversified portfolio that consists of approximately 58% stock funds and 42% fixed-income funds, with an increasing allocation to fixed-income funds over time. Its allocation to fixed-income funds may be fixed at 68% in approximately the year 2020. While the investment is nondiversified, it invests in diversified underlying holdings. |
|
| Fund Profile |
|