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Presidential Managed Risk 2040 C (PZDCX)

12.51 0.00(0.00%) Sep 2
Prev Close:12.51
YTD Return*:2.16%
Net Assets*:8.96M
Yield*:0.97%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for PZDCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
SPDR S&P 50035.11N/A
Vanguard FTSE Developed Markets ETF21.59N/A
Vanguard Total Bond Market ETF11.47N/A
iShares Russell 20003.87N/A
iShares Core S&P Mid-Cap3.85N/A

Fund Basics

Morningstar Overall Rating:N/A
Total Assets:8.96M
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):1.15%

Performance & Risk

YTD Return:2.16%
5y Avg Return:N/A
Rank in Category (ytd):99
% Rank in Category (ytd):42.49%
Beta (3y):N/A
Morningstar Risk Rating:

Fund Summary

The investment seeks the highest total return over time with an increased emphasis on capital preservation as the target date approaches. The fund operates under a "fund of funds" structure. It will invest at least 80% of or more of net assets in underlying funds, including exchange traded funds. Approximately 81% of these underlying funds will invest primarily in equity securities and 19% will invest primarily in fixed income securities. Approximately 55% of these assets at the target date will be in underlying funds that invest primarily in equity securities and 45% in underlying funds that invest primarily in fixed income securities. It is non-diversified. View More
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