Target Moderate Allocation M

 (MUTF:TARG_MODE_ALLO_1KF1146)   Watch this mutual fund  
Find more results for MUTF:TARG_MODE_ALLO_1KF1146

Performance

Trailing returns

1 day   -  
1 week   -  
4 week   +1.34%
   
3 month   +8.29%
   
YTD   +8.29%
   
1 year   +2.80%
   
3 years*   +15.26%
   
5 years*   +1.00%
   
*annualized
Best 3 month return+19.14%  
Worst 3 month return-23.14%  

Morningstar statistics

Morningstar category: Moderate Allocation
  Return Risk Rating
3 years Below Average Average
5 years Below Average Average
10 years Below Average Average
Overall Below Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets284.60M 
Front load-  
Deferred load6.00%  
Expense ratio2.12%  
Management fee-  
Fund familyTarget Program 

Asset allocation

Cash4.60%  
Stocks60.36%  
Bonds35.03%  
Preferred0.08%  
Other-0.07%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$1,000  
AIP Initial$1,000  
AIP Additional$1,200  
11.21-0.09(-0.80%)
Apr 13, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation and a reasonable level of current income. The fund invests in a mix of equity and fixed-income securities appropriate for a particular type of investor. It may serve as the cornerstone of a larger investment portfolio. The fund may be appropriate for investors looking for a balance of long-term capital growth and current income. It offers a diversified approach to equities for long-term growth, but will normally maintain a substantial component of fixed-income securities to provide current income and a measure of stability.
Fund filings (PDF) »
Asset managers:
Puneet Mansharamani (Started: Jan 1, 2006)
Lei Wang (Started: Feb 1, 2006)
Eric Fischman (Started: Jan 25, 2011)
R. McKinney (Started: Nov 29, 2010)
Chris Dialynas (Started: May 31, 2000)
Judd Peters (Started: Nov 29, 2010)
Scott McBride (Started: Nov 29, 2010)
Thomas Marsico (Started: Jun 28, 2005)
A. Rao (Started: May 17, 2010)
Thomas Oliver (Started: Oct 1, 2008)
Eric Mintz (Started: Jul 15, 2008)
John Crowley (Started: May 17, 2010)
Matthew Beaudry (Started: May 17, 2010)
Stephen Kaszynski (Started: May 17, 2010)
Coralie Witter (Started: Feb 28, 2011)
Jeff Reed (Started: Feb 28, 2011)
Paul Viera, Jr. (Started: Dec 20, 2001)
Benno Fischer (Started: Dec 16, 2005)
George Davis, Jr. (Started: Apr 30, 2005)
Joseph Lakonishok (Started: Apr 13, 2005)
Paul Magnuson (Started: Dec 16, 2005)
Sheldon Lieberman (Started: Apr 13, 2005)
Bert Boksen (Started: Jul 15, 2008)
William Fries (Started: Apr 13, 2005)
Michael Mach (Started: Dec 15, 2008)
Chris Wallis (Started: Jul 11, 2005)
Scott Weber (Started: Jul 11, 2005)
Menno Vermuelen (Started: Apr 13, 2005)
Patricia McKenna (Started: Apr 30, 2005)
Wendy Trevisani (Started: Apr 13, 2005)
Advisor Company:
Prudential Investments LLC
Fund family reports on Morningstar »
Target Program, One Seaport Plaza, New York, NY 10292, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.92 -2.27 -3.33 -3.01
Beta* 1.07 1.08 1.08 1.13
Mean annual return 0.29 1.25 0.16 0.38
R-squared* 98.57 98.96 98.18 96.78
Standard deviation 12.14 11.66 13.67 11.59
Sharpe ratio 0.28 1.27 0.06 0.24
* Against standard index

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