Morningstar® Investment Profile™   Investment
Option Disclosure
for Print
  Glossary of
Document Library℠
Aggressive Lifestyle Fund
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2018-08-31. Data on page is subject to change.
Snapshot Total Returns Risk Portfolio Nuts & Bolts
  Morningstar Ratings
Number of
3-Year Above Avg Above Avg 323
5-Year Average Above Avg 279
10-Year Above Avg Average 201
Overall Above Avg Above Avg 323
Morningstar Category: Allocation--70% to 85% Equity | Number of Funds in Category: 323
Data through 2018-08-31
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 9.00
Mean 10.96
Sharpe Ratio 1.11
Trailing 3-Yr as of 2018-08-31
  Modern Portfolio Theory Statistics
Best Fit Index
R-Squared 98
Beta 0.91
Alpha 0.08
Trailing 3-Yr as of 2018-08-31
  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
Show Risk Definitions
Show Data Definitions

© Copyright 2018 Morningstar, Inc.
All rights reserved. Morningstar, the Morningstar logo,, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance.
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.