Financial

Target 2020 Fund

Unaudited Quarterly Summary as of 6/30/2017
Total Market Value: $61,116,830.26
4.58% of OPERS DC Fund
Quarter Return: 2.45%
Benchmark Return: 2.32%
Year To Date Return: 5.71%
Benchmark Return: 5.44%

The investment seeks to provide current income with capital appreciation and provides a true 'one decision' diversified investment option for members throughout their working careers. It is automatically adjusted during the course of a specified time period aimed at a target retirement date.

The Target 2020 should provide a diversified investment that is appropriate for an investor who has a short (retiring between 2018 and 2022) investment period and is comfortable with fluctuations in the value of their investment. It will become more conservative as the target date approaches.

Stock Bond Allocation

OPERS target date fund 2020 glidepath

Stock Bond Allocation: Details

OPERS Target date fund 2020 glidepath - details
*The asset allocation from 2020 and beyond represents the allocation of the Payout Fund