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Profile

Data Providers

Overview

  • category
    Mixed-Asset Target Alloc Moderate Funds
  • management type
    Active
  • total assets
    $857.7M
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Advisors Using This Fund

  • Eric Simonds CFP®
    Brunswick, ME
    <$1M in this fund
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Assets

Net Assets

Total Net Assets

$857.7M

(Through Feb 2017)

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(Select one)
  • Net Assets
  • Share Class
  • Distribution Channel
There is no Net Asset data available to display at this time.

Flows

Net Flows

1 Year Net Flows

$31.09M

(Through Feb 2017)

Display Flows By

(Select one)
  • Net Flows
  • Share Class
  • Distribution Channel
There is no Net Flows data available to display at this time.
* BrightScope's primary source for fund flow data is the SEC Form N-SAR filing.

Fees

Fee Comparison

expense ratio range

0.70% to 0.90%

There is no Fee data available to display at this time.

Turnover

turnover

104.0%

There is no Turnover data available to display at this time.

Performance

Growth of 10k

1 Year Return

12.39% to 12.54%

There is no Performance data available to display at this time.

Retirement

Managers

Current Fund Managers

  • Brian Howell

    01-01-1999 - present
  • G. David MacEwen

    01-01-2001 - present
  • Robert V.Gahagan

    01-01-2001 - present
  • Claudia Musat

    01-01-2010 - present
  • Steven Rossi

    01-01-2016 - present