Ratings & Risk for Target Growth Allocation A (PHGAX)

Morningstar Category: Large Blend
Number of funds in Category: —

  • Morningstar Ratings

    Return Risk Rating # of Funds
    3-Year Low Average
    		514
    5-Year Below Average Average
    		442
    10-Year Above Average Above Average
    		300
    Overall Average Above Average
    		—
    Morningstar's Overall Rating is derived from a weighted average of the fund's 3, 5 and 10 year rating,
    which are based on risk-adjusted performance. Data as of 10/31/2009

  • Volatility Data

    Standard Deviation Mean Sharpe Ratio
    3-Year 20.28 -0.54 -0.44
    5-Year 16.88 0.17 -0.06
    10-Year 16.85 0.25 0.00
    15-Year — — —
    20-Year — — —
    Trailing data as of 10/31/2009

  • Modern Portfolio Theory Statistics

    R-Squared Beta Alpha
    1-Year 98.46 1.01 0.26
    3-Year 98.33 1.03 -0.90
    5-Year 97.17 1.04 0.43
    10-Year 91.00 1.00 2.60

    S&P 500 TR

    Trailing data as of 10/31/2009