Target 2025 Fund
|Unaudited Quarterly Summary as of 9/30/2017|
|Total Market Value:||$103,045,036.60|
|7.31% of OPERS DC Fund|
|Benchmark Return: 3.65%|
|Year To Date Return:||11.51%|
|Benchmark Return: 11.06%|
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.
- View: Morningstar Fund Profile