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Morningstar Ratings


Morningstar Overall Ratings as of 06/30/2010

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Rating metrics, which are based on a risk-adjusted return.

Past performance is no guarantee of future results.

  Morningstar Ratings*
Number of Funds in Rating Category
  Category Overall 3 Year 5 Year 10 Year
AARP
Aggressive
Fund
US Large Blend
Funds

Out of 1810

Out of 1810
NA NA
AARP
Moderate
Fund
US Moderate
Allocation Funds

Out of 963

Out of 963
NA NA
AARP
Conservative
Fund
US Conservative
Allocation Funds

Out of 555

Out of 555
NA NA
AARP
Income
Fund
Intermediate
Term Bond

Out of 1011

Out of 1011
NA NA

Past performance cannot guarantee future results. The Overall Morningstar Rating™ is derived from a weighted average of the funds' performance figures for three year Morningstar Rating™ metrics. The AARP Conservative Fund was ranked 20th for the three-year period ending June 30, 2010 out of 555 funds in Morningstar's Conservative Allocation category; the AARP Moderate Fund was ranked 60th for the three-year period out of 963 funds in Morningstar's Moderate Allocation category; the AARP Aggressive Fund was ranked 75th for the three-year period out of 1,810 funds in Morningstar's Large-Blend category; and the AARP Income Fund was ranked 418th for the three-year period out of 1011 funds in Morningstar's Intermediate Term Bond category. Ratings are based on risk adjusted performance. During the ranking period, AARP Financial waived fees and reimbursed expenses for these funds and the AARP Aggressive Fund experienced negative performance.

*For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.

2010 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.







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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.

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AARP Funds are distributed by ALPS Distributors, Inc.

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