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Barclays Global Investors LP Retire I (STLAX)

On Feb 9: 10.68 USD  Up 0.06 (0.56%)  
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LIFEPATH RETIREMENT PORTFOLIO C Delayed quote dataEdit
Net Asset Value: 10.68
Trade Time: Feb 9
Change: Up 0.06 (0.56%)
Prev Close: 10.62
YTD Return*: 4.50%
Net Assets*: 137.79M
Yield*: 3.18%
* As of 31-Dec-07
Barclays Global Investors LP Retire I (STLAX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 137.79M
Category: Target-Date 2000-2014
Total Expense Ratio: 0.78%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 4.50%
5y Avg Return: 7.14%
Rank in Category (ytd): 50
% Rank in Category (ytd): 18.8%
Beta (3y): 0.55
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks income and moderate long-term growth of capital. The fund currently intends to hold about 34% of assets in underlying funds that invest primarily in stocks, 65% 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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