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These Funds Follow You to Retirement
These mutual funds allow you to choose a portfolio tailored for your expected retirement date. Portfolios designed for retirement well into the future invest more aggressively; while those intended for retirement soon are more conservative. FIDELITY FREEDOM 800 544-8888 www.fidelity.com PORTFOLIO (TOTAL RETURN) 1998* 1997 2000 9.1% 15.6% 2010 12.6 19.7 2020 14.7 21.5 2030 15.2 21.6 INCOME 5.7 11.2 *Through Jun. 30 No load, 0.08% expense ratio STAGECOACH LIFEPATH 800 222-8222 www.wellsfargo.com/investing/stgchfnd PORTFOLIO TOTAL RETURN 1998* 1997 2010 A 9.1% 16.3% 2020 A 12.1 20.9 2030 A 14.3 24.2 2040 A 16.5 26.5 OPPORTUNITY A 5.3 10.4 *Through Jun. 30; 4.5% load except for Opportunity, which is no-load; 1.20% expense ratio DATA: MORNINGSTAR INC.
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Updated July 9, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
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