AARP PRODUCTS & SERVICES
HEALTH
FINANCIAL
TRAVEL
DISCOUNTS
INSURANCE
|
AARP.ORG HOME |
 Join AARP
|
Once investors make their investment decisions, they often forget to revisit them. But markets change. Rebalancing helps you maintain your target asset allocation mix. If the value of the stocks in your portfolio increases, the ratio of stocks to bonds, for example, could change. Over time, you may end up with more risk than you realize.
AARP Funds are regularly rebalanced to help them maintain their diversification and their target asset mix.
If an investment is sold for rebalancing purposes, it may be subject to taxes.
When you invest in AARP Funds, we handle the rebalancing for you.
What does it mean to rebalance? Find out here.
The mutual funds described in this site are sold only to U.S. residents.
An Investment in the Funds involves risk, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of the AARP Funds carefully before investing. The prospectus contains this and other important information about the Funds. To get a prospectus containing this and other information, click here (PDF) or call 1-866-218-6142. Read it carefully before you invest.
While AARP has licensed the use of its name to AARP Funds and endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.
The Financial Advisors are registered representatives of ALPS Distributors, Inc., a registered broker-dealer, and as investment adviser representatives of AARP Financial Inc., an investment adviser. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.
AARP Funds are distributed by ALPS Distributors, Inc.