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Profile

Data Providers

Overview

  • category
    Mixed-Asset Target Alloc Growth Funds
  • management type
    Active
  • total assets
    $6.05B
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Assets

Net Assets

Total Net Assets

$6.05B

(Through Dec 2016)

Display Assets By

(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

$1.75B

(Through Dec 2016)

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

0.60% to 1.77%

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

Turnover

turnover

60.0%

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

Performance

Growth of 10k

1 Year Return

7.21% to 10.99%

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

Retirement

Managers

Current Fund Managers

  • Leonard A. Aplet

    01-01-1991 - present
  • Guy W. Pope

    01-01-1997 - present
  • Ronald B. Stahl

    01-01-2005 - present
  • Brian Lavin

    01-01-2010 - present
  • Gregory S. Liechty

    01-01-2011 - present