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Barclays Global Investors LP 2040 I (STLEX)

On Nov 24: 15.94 USD  Down 0.05 (0.31%)  
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BARCLAYS GLOBAL INVESTORS LIFEP Delayed quote dataEdit
Net Asset Value: 15.94
Trade Time: Nov 24
Change: Down 0.05 (0.31%)
Prev Close: 15.94
YTD Return*: 2.03%
Net Assets*: 384.47M
Yield*: 1.69%
* As of 31-Dec-07
Barclays Global Investors LP 2040 I (STLEX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 384.47M
Category: Target-Date 2030+
Total Expense Ratio: 0.73%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 2.03%
5y Avg Return: 12.94%
Rank in Category (ytd): 85
% Rank in Category (ytd): 20.78%
Beta (3y): 1.35
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return for investors retiring in approximately the year 2040. The fund currently intends to hold about 87% of assets in underlying funds that invest primarily in stocks, 12% 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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