MB LifePlan® Target Risk Funds

The MB LifePlan® Target Risk Funds are a series of three funds that were launched in 2002. The three funds have distinct risk profiles and unlike the MB LifePlan® Target Date Funds, the risk profiles do not change over time.

The three funds differ in their allocation to equities and, as a consequence, will exhibit different volatility profiles. The least volatile fund, the MB LifePlan® Income fund, has 35% allocated to equities. The most volatile fund, the MB LifePlan® Growth fund has 75% allocated to equities while the third fund, the MB LifePlan® Growth & Income fund, has a volatility profile midway between the other 2 funds.

As with the MB LifePlan® Target Date funds, the MB LifePlan® Target Risk funds invest in the same underlying pooled funds;


 

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