- Mixed asset target 2015 no load funds are intended for retirement between the year 2011 and 2015
- The best no load funds will have low expenses, no load fees, and no marketing fees
- No load bond funds offer many benefits, and bonds can be an important part of a mixed asset target 2015 fund
Mixed asset target 2015 no load funds, including no load bond funds, do not have to be difficult to understand or find, and these funds are intended for retirement capital that will be needed starting around the year 2015. There are many of these funds offered, by a number of fund families, and each specific one will have unique risks and advantages. Finding the right mixed asset target 2015 fund means doing all the required research and fund comparisons, because no load bond funds and other types of no load funds do not include investment advice. This is usually not a problem, because most investors have the ability to find the right funds without needing an expert to help. One possible fund that is a mixed asset target 2015 is the Vantagepoint Milestone 2015 Fund, with the ticker symbol VPRPX. This fund is from the Vantagepoint Funds, has a three star rating from Morningstar, and has more than one hundred and thirty million dollars in assets. Lee Trenum has managed the fund since 2005, and both the yield and the year to date return are more than two percent. The goal of the fund is a total return which is high, and is intended for retirement around the 2015 date.
No load bond funds play a part in mixed asset target 2015 funds, and the asset mix is normally around one third of the fund assets for bonds to two thirds of the fund assets for stocks. One mixed asset target 2015 fund that should be included in the fund evaluations is the Vanguard Target Retirement 2015 Fund. This fund trades under the symbol VTXVX. It is one of the bigger retirement funds around, with net assets for the fund valued at almost seven and a half billion dollars. This fund is also a three star fund according to Morningstar, and many investors consider this fund one of the best no load funds to choose from. Vanguard is the fund family, and the well known and respected name means a smart investment choice for many investors. Only three thousand dollars is needed to invest in the Vanguard Target Retirement 2015 Fund, and the fund goal is to provide current income while aiming for capital growth. Duane F. Kelly is the fund manager, and has been for six years. This is one mixed asset target 2015 fund that should be considered when deciding on the right investment choices.
Another choice for any investor who wants to find mixed asset target 2015 funds is the TIAA-CREF Lifecycle 2015 Retirement Fund, with the symbol of TCLIX. This is also a retirement fund, and is targeted at the years 2011 to 2015. The net assets are worth three hundred and twenty six million dollars, and the fund was started in 2004. This is a large blend fund that is ideal for many investors who plan to retire near the target date of the fund. Morningstar rates it at three stars. The T. Rowe Price Retirement 2015 Fund, with a ticker of TRRGX, is another mixed asset target 2015 fund to consider. This fund has a large amount of net assets, more than two and a half billion dollars worth, and is offered by the T. Rowe Price fund family. A twenty five hundred dollar minimum investment is all that is needed to invest, and both the yield and the year to date return are above three percent. Jerome A. Clark has been the manager of this fund since 2004, and it is considered one of the best no load funds by a number of investors. All mixed asset target 2015 funds are intended for individuals who have a retirement date at or near this time.
