AARP Aggressive
650 F Street, N.W. Washington DC 20004
Map
Phone: 800-958-6457
| Category: | Large Blend | | Fund Family: | AARP Funds | | Net Assets: | 27.55M | | Year-to-Date Return: | 20.05% | | Yield: | 2.27% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-05 |
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Daniel Farley
Lead Manager since
30-Oct-06 | | | Farley is a vice president with SSgA and SSgA FM. He joined SSgA in 1992 and is a member of the Global Asset Allocation team. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks growth of capital and some current income. The fund invests 60% of assets in U.S. stocks, 20% in U.S. bonds and 20% in international stocks. |
| Last Dividend
(29-Jun-09):
| 0.11 | | Last Cap Gain
(30-Dec-08):
| 0.09 | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 70.87% |
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| Expense | AAGSX | Category
Avg | | Total Expense Ratio: | 0.50%
| 1.09% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 357 | $774 | | 5 Yr Expense Projection*: |
$ 726 | $1,287 | | 10 Yr Expense Projection*: |
$ 1,764 | $2,366 |
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1.80% Nasdaq 
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