AARP Moderate
650 F Street, N.W. Washington DC 20004
Map
Phone: 800-958-6457
| Category: | Moderate Allocation | | Fund Family: | AARP Funds | | Net Assets: | 46.87M | | Year-to-Date Return: | 15.60% | | Yield: | 2.86% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Dec-05 |
|
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 |
|
| |
| The investment seeks a balance of growth of capital and current income. The fund invests 45% of assets in U.S. bonds, 40% in U.S. stocks and 15% in international stocks. |
| Last Dividend
(29-Jun-09):
| 0.13 | | Last Cap Gain
(30-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 74.74% |
|
| Expense | AAMDX | Category
Avg | | Total Expense Ratio: | 0.50%
| 1.02% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 283 | $632 | | 5 Yr Expense Projection*: |
$ 560 | $951 | | 10 Yr Expense Projection*: |
$ 1,350 | $1,857 |
|
|
2.03% Nasdaq 
Profile
