So if you have a target fund that's currently 10 %
cash, 40 % stock, and 50 % bonds, then all you'd need to do is calculate what the
returns were over a set time frame
on a benchmark portfolio of 10 %
cash, 40 % S&P 500, and 50 % Barcap
Aggregate Bond.
The fund may loan portfolio securities to qualified broker - dealers or other institutional investors provided: (1) the loan is secured continuously by collateral consisting of U.S. government securities, letters of credit,
cash or
cash equivalents or other appropriate instruments maintained
on a daily marked - to - market basis in an amount at least equal to the current market value of the securities loaned; (2) the fund may at any time call the loan and obtain the
return of the securities loaned; (3) the fund will receive any interest or dividends paid
on the loaned securities; and (4) the
aggregate market value of securities loaned will not at any time exceed one - third of the total assets of the fund, including collateral received from the loan (at market value computed at the time of the loan).