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Strategies & Market Trends : Dividend investing for retirement

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From: Steve Felix	1/21/2007 12:27:06 PM
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Better for Jack: T. Rowe Price Retirement 2015 (TRRGX) finance.yahoo.com One year return of 13.73% with a cost of $859 after 10 years on $10,000 invested. FUND SUMMARY The investment seeks total return with capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. It has a target allocation of approximately 72.75% of assets in stocks, 23.75% in bonds and 3.5% in short-term income. While the investment is nondiversified, the fund invests in diversified underlying holdings. Fidelity Advisor Freedom 2015 T (FFVTX) finance.yahoo.com One year return of 10.12% with a cost of $1787 after 10 years on $10,000 invested. FUND SUMMARY The investment seeks high total return with a secondary objective of principal preservation. The fund primarily invests in a combination of Fidelity equity, fixed-income, and money market, short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2015. It uses an asset allocation strategy that becomes increasingly conservative until it reaches 20% in domestic equity funds, 40% in investment-grade fixed-income funds, and 40% in money market/short-term funds, approximately five to ten years after the year 2015. Vanguard Target Retirement 2015 (VTXVX) finance.yahoo.com One year return of 11.42% with a cost of $255 after 10 years on $10,000 invested. The investment seeks to provide growth of capital and current income. The fund primarily invests in other Vanguard mutual funds according to an asset allocation designed for investors planning to retire within a few years of 2015. It typically allocates 67% of assets to stocks and 33% to bonds.

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