Financial

Target 2055 Fund

Quarterly Summary as of 12/30/2016
Total Market Value: $11,098,982.76
0.92% of OPERS DC Fund
Quarter Return: 1.83%
Benchmark Return: 1.90%
Year To Date Return: 9.99%
Benchmark Return: 9.65%

Strategy

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 2055 should provide a diversified investment that is appropriate for an investor who has a long (retiring between 2053 and 2057) 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 2055 glidepath

Stock Bond Allocation: Details

OPERS target date fund 2055 glidepath - details
*The asset allocation from 2055 and beyond represents the allocation of the Payout Fund