Seligman TargETFund 2015 R5

The investment seeks capital appreciation and current income consistent with a strategy of steadily decreasing emphasis on capital appreciation and steadily increasing emphasis on capital preservation and current income as 2015 approaches.
The fund invests at least 80% of net assets in Underlying ETFs. The investment manager uses an asset allocation strategy that is intended for a person who expects to retire or reach his/her investment goal around the year 2015. The fund is intended to become more conservative over time until (in 2015) its investments are substantially similar to TargETFund Core. During 2015, the fund may be combined with TargETFund Core.

Key stats

Management firm  Columbia
12 month yield  19.48%
Fund currency  USD
Launch Date  2005-10-03
ISIN  US81634T8606
Manager 1 Name  Charles W. Kadlec
Manager 2 Name  Gary Terpening
Fund Strategy  Target Date 2011-2015
Benchmark  DJ US Target 2015 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2010-10-31
Return - 1 Month  2.80%
Return - 2 Months  8.90 %
Return - 3 Months  7.08%
Return - 6 Months  4.33 %
Return - 9 months  14.39 %
Return - 12 Months  19.48%
Annualized return 24 months  17.38 %
Annualized return 36 months  -3.73 %
Annualized return 48 months  0.22 %
Annualized return 60 months  3.76 %
Annualized return since Inception  3.01%
Return YTD  11.26%

Ratings

Morning Star Rating Date   2010-10-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Maximum Managment Charge  0.46 %

Contact

Contact Address  Liberty Financial Funds
Contact Address 2  P.O. Box 8081
Contact Address 3  Boston, MA 02210
Contact city  Boston
Contact country  United States
Fund Admin Group  Columbia
Web Address  www.libertyfunds.com

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. 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 losses arising from any use of this information. Past performance is no guarantee of future results.
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