Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Bunmi Ajao

Gastonia, NC
(704) 469-0740
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VRCAX Insights | VRCAX Score | VRCAX Performance | VRCAX News | VRCAX Allocation | VRCAX Holdings Change

Van Kampen 2020 Retirement Strategy A (VRCAX) Fund Ranking and Research

Ranking, Research and Recommendation of Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

    Last Trade: $9.49 on 4/17/2014, Change: -0.01 (-0.11%)

 

Graph of Van Kampen 2020 Retirement Strategy A Fund (VRCAX) ManagerFund Manager - Mark Ahnrud

Fund Manager Information

Fund Manager Tenure: 4.6 years
Similar Funds: VRCCX  VRCRX 
Fund Family: Van Kampen
Fund Category: Target Date 2016-2020
Fund Performance: Apr 29, 2010
Fundmojo Fund Grade: C (Score: 0.56)     (What does this score mean?)

 

Graph of Van Kampen 2020 Retirement Strategy A Fund (VRCAX) ProfileVan Kampen 2020 Retirement Strategy A Fund (VRCAX) Profile

Fund Profile and Description

Van Kampen 2020 Retirement Strategy A Fund seeks high levels of long-term total return until the target retirement date and then to seek current income consistent with preservation of capital. Van Kampen 2020 Retirement Strategy A Fund invests 58% of asset in equity funds, 36% in fixed-income funds and cash, 6% in alternative investment funds.It is nondiversified.

 

Van Kampen 2020 Retirement Strategy A (VRCAX) Fund Strength What we like about Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

Data for Van Kampen 2020 Retirement Strategy A Fund (VRCAX) as of Apr 29, 2010

  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) management has been with Van Kampen 2020 Retirement Strategy A Fund for 4.6 years
  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) has good short-term performance (1-year return 31.02% vs 9.67% Target Date 2016-2020 category median performance)
  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) ratio of up-years vs down years is greater than 2
  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) has an annual stock turnover rate of 13.00% vs Target Date 2016-2020 average of 23.87%. It is good that Van Kampen 2020 Retirement Strategy A management does not trade extensively for its return.
  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) has a lower expense ratio than its Target Date 2016-2020 average: 0.43% vs 0.53%

Van Kampen 2020 Retirement Strategy A Fund (VRCAX) Weakness What we are cautious about Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

Data for Van Kampen 2020 Retirement Strategy A Fund (VRCAX) as of Apr 29, 2010

  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) is less safe compared to its Target Date 2016-2020 peers
  • Van Kampen 2020 Retirement Strategy A Fund (VRCAX) carries a 5.75% load
  • Asset base in Van Kampen 2020 Retirement Strategy A Fund (VRCAX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Van Kampen 2020 Retirement Strategy A Fund (VRCAX) performance details as of Apr 29, 2010

 

What do you think?

 

Compare Van Kampen 2020 Retirement Strategy A Fund (VRCAX)Compare with other top Target Date 2016-2020 category mutual funds

Aadditional top Target Date 2016-2020 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Van Kampen 2020 Retirement Strategy A5.2931.0200
American Funds 2020 Trgt Date Retire R6 (RRCTX)1.7814.3510.0215.85Compare
T. Rowe Price Retirement 2020 Adv (PARBX)1.5313.499.0117.03Compare
Schwab Target 2020 (SWCRX)1.3211.628.8114.76Compare

See top fund managers for Target Date 2016-2020 Category Funds

 

Compare Van Kampen 2020 Retirement Strategy A Fund (VRCAX)Compare with Target Date 2016-2020 category ETFs

Some Target Date 2016-2020 ETFs for your consideration

ETFYear to DateOne YearThree Year
TDX Independence 2020 ETF (TDH)1.54%11.41%7.86%
iShares S&P Target Date 2020 (TZG)1.40%10.53%7.91%

 

Graph of Van Kampen 2020 Retirement Strategy A Fund (VRCAX) Net Asset TrackingVan Kampen 2020 Retirement Strategy A (VRCAX) Fund Net Asset

Track net asset change of Van Kampen 2020 Retirement Strategy A fund (VRCAX)

DateNet Asset
03/2014$27.19M
02/2014$27.19M
01/2014$27.19M
More historic net asset information on Van Kampen 2020 Retirement Strategy A Fund (VRCAX)

  

Graph of Van Kampen 2020 Retirement Strategy A Fund (VRCAX) Portfolio TrackingVan Kampen 2020 Retirement Strategy A (VRCAX) Fund Portfolio Allocation

Track portfolio allocation change of Van Kampen 2020 Retirement Strategy A fund (VRCAX)

DateCashStockBondOther
12/201286.17%2.86%6.04%4.89%
09/201239.23%11.76%22.01%10.96%
Click here to see more historic asset allocation information on Van Kampen 2020 Retirement Strategy A Fund (VRCAX)

 

graph of Van Kampen 2020 Retirement Strategy A Fund (VRCAX) Top 10 Position TrackingTop 10 Holdings in Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

Discover what Van Kampen 2020 Retirement Strategy A Fund (VRCAX) manager is buying

Dec 30, 2012
Invesco Balanced-Risk Allc R6 [89.86%]

Sep 29, 2012
Invesco Balanced-Risk Allc R6 [89.76%]
Click here for Stock Holding Change Map in Van Kampen 2020 Retirement Strategy A Fund (VRCAX)

  

Latest News on Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

See what is happening with Van Kampen 2020 Retirement Strategy A Fund (VRCAX)

 

Van Kampen 2020 Retirement Strategy A Fund (VRCAX) Related ResourcesSee more information on Van Kampen 2020 Retirement Strategy A (VRCAX) Fund

Popular pages on Van Kampen 2020 Retirement Strategy A (VRCAX) Fund