Dow Up 0.08% Nasdaq Down 0.30%

State Farm LifePath Retirement R2 (RLRTX)

13.10 Up 0.01(0.08%) Sep 19
Prev Close:13.09
YTD Return*:5.23%
Net Assets*:1.18B
Yield*:0.97%

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for RLRTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CoreAlpha Bond Master Portfolio52.14N/A
Active Stock Master Portfolio15.99N/A
iShares TIPS Bond9.50N/A
International Tilts6.70N/A
Small Cap Lifepath4.55N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.18B
Category:Retirement Income
Annual Report Expense Ratio (net):1.19%

Performance & Risk

YTD Return:5.23%
5y Avg Return:7.29%
Rank in Category (ytd):40
% Rank in Category (ytd):13.65%
Beta (3y):0.65
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide for retirement outcomes based on quantitatively measured risk. As of March 31, 2014, the LifePath Retirement Fund held approximately 38% of its assets in underlying funds that invest primarily in equity securities, 62% of its assets in underlying funds that invest primarily in bonds and the remainder of its assets in underlying funds that invest primarily in money market instruments. View More
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback