• Applications and Forms
  • Prospectus and SAI
  • Annual and Semi Annual Reports
  • Mutual Fund Accounts
  • Account Maintenance and Service
  • Proxy Voting
  • Additional Information

The reports below detail the proxy voting guidelines, and how the AARP Funds voted on proxy issues.

---

Proxy voting guidelines (PDF 50K)

The policies and procedures that govern proxy voting by the AARP Funds.

Proxy voting record for the AARP Funds (PDF 15K)

View the details of proxy votes cast by the AARP Funds for the fiscal year ending June 30, 2009.

• U.S. Stock Market Portfolio (PDF 1.4MB)
• International Stock Market Portfolio (PDF 1.2MB)
• U.S. Bond Market Portfolio (PDF 30K)

The proxy voting record for the State Street Money Market Portfolio, a series of State Street Master Funds (811-9599), is available in the SEC EDGAR database at www.sec.gov.

This information is provided solely for the information of AARP Funds investors and is not an offer of interest in the AARP Portfolios. Shares of AARP Portfolios are not offered to the public for investment.

---

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.

AARP Funds Privacy Policy Notice