| Unaudited Quarterly Summary as of 3/31/2016 | |
|---|---|
| Total Market Value: | $93,181,241.83 |
| 7.31% of OPERS DC Fund | |
| Quarter Return: | 4.10% |
| Benchmark Return: 3.97% | |
| Year To Date Return: | 4.10% |
| Benchmark Return: 3.97% | |
The investment seeks to provide capital appreciation with current income 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 2025 should provide a diversified investment that is appropriate for an investor who has a long (retiring between 2023 and 2027) investment period and is comfortable with fluctuations in the value of their investment. It will become more conservative as the target date approaches.
