Old Mutual 2011-2020 Aggressive Instl
4643 S. Ulster St., Suite 600 Denver CO 80237
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Phone: 888-772-2888
| Category: | Target Date 2016-2020 | | Fund Family: | Old Mutual | | Net Assets: | 360.00K | | Year-to-Date Return: | 20.23% | | Yield: | 2.87% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Mar-08 |
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Peng Chen
Lead Manager since
03-Mar-08 | | | Chen is managing director and chief investment officer at Ibbotson. He joined Ibbotson in 1997. Chen holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks total return until the end of the target retirement date range included in its name and then seeks income and secondarily, capital growth. The fund primarily invests in a portfolio of underlying equity and fixed-income funds, although a portion of assets may be invested in cash, cash equivalents, or in money market funds. It is managed to the retirement date range included in its name. The fund is nondiversified. |
| Last Dividend
(30-Dec-08):
| 0.24 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 42.44% |
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| Expense | OTAAX | Category
Avg | | Total Expense Ratio: | 0.99%
| 0.69% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.34% | | Max Deferred Sales Load: | %
| 2.26% | | 3 Yr Expense Projection*: |
$ 332 | $721 | | 5 Yr Expense Projection*: |
$ 599 | $1,102 | | 10 Yr Expense Projection*: |
$ 1,360 | $2,227 |
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