Payden/Wilshire Longevity 2010+
333 S Grand Ave 32nd Fl Los Angeles CA 90071
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Phone: 800-572-9336
| Category: | Target-Date 2000-2014 | | Fund Family: | Paydenfunds | | Net Assets: | 810.00K | | Year-to-Date Return: | -8.28% | | Yield: | 1.63% | | Morningstar Rating: | N/A | | Fund Inception Date: | 29-Jun-07 |
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Cleo Chang
Lead Manager since
23-Aug-07 | | | Chang, who joined Wilshire Associates in 2005, is a vice president and serves as the head of the Investment Research Group of Wilshire Funds Management. From 2001 to 2004 she was employed by Harris myCFO Investment Management Services, LLC, in Los Angeles as the manager responsible for asset allocation, manager selection and portfolio construction. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks to provide a high level of total return over time with an increased emphasis on capital preservation. The fund operates under a fund of funds structure in which it invests in Underlying Funds, ETFs and individual securities according to an asset allocation strategy designed for investors born between 1940 and 1950 who are reaching age 65 close to the year 2010. It may also invest directly in individual securities. The fund is nondiversified. |
| Last Dividend
(27-Dec-07):
| 0.15 | | Last Cap Gain
(27-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 31.00% | | Average for Category:
| 38.68% |
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| Expense | PWLFX | Category
Avg | | Total Expense Ratio: | 1.06%
| 0.72% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$443 | $877 | | 5 Yr Expense Projection*: |
$766 | $1,501 | | 10 Yr Expense Projection*: |
$1,680 | $2,766 |
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