Morningstar® Investment Profile™   Investment
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Aggressive Lifestyle Fund
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2017-10-31. Data on page is subject to change.
Snapshot Total Returns Risk Portfolio Nuts & Bolts
Morningstar Ratings
Morningstar
Return
Morningstar
Risk
Morningstar
Rating
Number of
Funds
3-Year High Above Avg 320
5-Year Above Avg Above Avg 284
10-Year Above Avg Average 203
Overall Above Avg Above Avg 320
Morningstar Category: Allocation--70% to 85% Equity | Number of Funds in Category: 320
Data through 2017-10-31
Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods.
Volatility Measurements
Standard Deviation 9.58
Mean 8.20
Sharpe Ratio 0.83
Trailing 3-Yr as of 2017-10-31
Modern Portfolio Theory Statistics
Best Fit Index
MSCI ACWI NR USD
R-Squared 98
Beta 0.90
Alpha 0.98
Trailing 3-Yr as of 2017-10-31
Principal Risks
Short Sale, Credit and Counterparty, Inflation/Deflation, Prepayment (Call), Currency, Emerging Markets, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Country or Region, Capitalization, Growth Investing, Value Investing, Active Management, High Portfolio Turnover, Income, Index Correlation/Tracking Error, Issuer, Interest Rate, Market/Market Volatility, Commodity, Convertible Securities, Depositary Receipts, Equity Securities, ETF, Futures, High-Yield Securities, Industry and Sector Investing, IPO, Mortgage-Backed and Asset-Backed Securities, Other, Restricted/Illiquid Securities, Derivatives, Leverage, Fixed-Income Securities, Socially Conscious, Suitability, Management, Portfolio Diversification, Small Cap, Mid-Cap, Large Cap, Financials Sector, Sampling
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.