Target 2025 Fund
| Unaudited Quarterly Summary as of 6/30/2017 | |
|---|---|
| Total Market Value: | $97,732,410.96 |
| 7.33% of OPERS DC Fund | |
| Quarter Return: | 3.18% |
| Benchmark Return: 3.06% | |
| Year To Date Return: | 7.41% |
| Benchmark Return: 7.14% | |
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
Stock Bond Allocation
Stock Bond Allocation: Details
*The asset allocation from 2025 and beyond represents the allocation of the Payout Fund
