AARP Moderate
650 F Street Nw 4th Fl. Washington DC 20004
Map
Phone: 800-958-6457
| Category: | Moderate Allocation | | Fund Family: | AARP Funds | | Net Assets: | 41.11M | | Year-to-Date Return: | -10.34% | | Yield: | 3.51% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Dec-05 |
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Daniel Farley
Lead Manager since
30-Oct-06 | | | Farley is a vice president with SSgA and SSgA FM. He joined SSgA in 1992 and is a member of the Global Asset Allocation team. Farley holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100 | | Min Initial Investment, IRA: | $100 | | Min Initial Investment, AIP: | $25 | | Min Subsequent Investment: | $25 | | Min Subsequent Investment, IRA: | $25 | | Min Subsequent Investment, AIP: | $25 |
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| The investment seeks a balance of growth of capital and current income. The fund invests 50% of assets in the U.S. Bond Market Portfolio, 40% in the U.S. Stock Market Portfolio, and 10% in the International Stock Market Portfolio. |
| Last Dividend
(27-Jun-08):
| 0.16 | | Last Cap Gain
(21-Dec-07):
| 0.10 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 71.15% |
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| Expense | AAMDX | Category
Avg | | Total Expense Ratio: | 0.24%
| 1.09% | | Max 12b1 Fee: | 0.20%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.75% | | 3 Yr Expense Projection*: |
$361 | $623 | | 5 Yr Expense Projection*: |
$734 | $950 | | 10 Yr Expense Projection*: |
$1,784 | $1,859 |
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4.73% Nasdaq 
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