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Barclays Global Investors LP 2030 I (STLDX)

On Nov 24: 13.27 USD  Down 0.04 (0.30%)  
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BARCLAYS GLOBAL INVESTORS LIFEP Delayed quote dataEdit
Net Asset Value: 13.27
Trade Time: Nov 24
Change: Down 0.04 (0.30%)
Prev Close: 13.27
YTD Return*: 2.64%
Net Assets*: 565.28M
Yield*: 2.08%
* As of 31-Dec-07
Barclays Global Investors LP 2030 I (STLDX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 565.28M
Category: Target-Date 2030+
Total Expense Ratio: 0.74%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 2.64%
5y Avg Return: 11.78%
Rank in Category (ytd): 44
% Rank in Category (ytd): 10.76%
Beta (3y): 1.17
Morningstar Risk Rating: Below average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return for investors retiring in approximately the year 2030. The fund currently intends to hold about 76% of assets in underlying funds that invest primarily in stocks, 23% 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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