Financial

Target 2060 Fund

Unaudited Quarterly Summary as of 3/31/2016
Total Market Value: $1,198,947.16
0.09% of OPERS DC Fund
Quarter Return: 5.66%
Benchmark Return: 5.62%
Year To Date Return: 5.66%
Benchmark Return: 5.62%

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.

Stock Bond Allocation

OPERS target date fund 2060 glidepath

Stock Bond Allocation: Details

OPERS target date fund 2060 glidepath - details
*The asset allocation from 2060 and beyond represents the allocation of the Payout Fund