Target 2060 Fund
|Unaudited Quarterly Summary as of 9/30/2017|
|Total Market Value:||$2,104,030.07|
|0.15% of OPERS DC Fund|
|Benchmark Return: 5.13%|
|Year To Date Return:||15.60%|
|Benchmark Return: 15.51%|
The option seeks long-term growth of capital with some 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 OPERS Target 2060 Fund should provide a diversified investment that is appropriate for an investor who has a long (retiring between 2058 and 2062) investment period and is very comfortable with fluctuations in the value of their investment. This option is comprised of the following funds and asset allocations as shown below. It will become more conservative as the target date approaches.