AARP Income
650 F Street, N.W. Washington DC 20004
Map
Phone: 800-958-6457
| Category: | Intermediate-Term Bond | | Fund Family: | AARP Funds | | Net Assets: | 15.27M | | Year-to-Date Return: | 5.75% | | Yield: | 4.09% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-06 |
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Daniel Farley
Lead Manager since
29-Sep-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 current income, and preservation of capital over the long term. The fund normally invests at least 75% of assets in U.S. bonds and no more than 25% in other income investments, including money markets. |
| Last Dividend
(29-Sep-09):
| 0.03 | | Last Cap Gain
(30-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 217.63% |
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| Expense | AANCX | Category
Avg | | Total Expense Ratio: | 0.50%
| 0.96% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | %
| 2.66% | | 3 Yr Expense Projection*: |
$ 930 | $459 | | 5 Yr Expense Projection*: |
$ 1,968 | $706 | | 10 Yr Expense Projection*: |
$ 4,575 | $1,423 |
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