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Tewksbury, MA — AARP Financial, investment adviser for AARP Funds, and a provider of products and services designed to meet the needs of those in, or preparing for retirement, announced today AARP Funds received two awards from the Mutual Fund Education Alliance (MFEA) for Excellence in Shareholder Communications. The recognition is part of MFEA's annual STAR Awards program.
AARP Funds won awards for Best Investor Prospectus Kit and Best Retail Retirement Brochure/Kit in the small company category. MFEA, a national trade association for mutual fund marketers and distributors, presented the awards at its 10th Anniversary STAR Awards ceremony in Chicago on October 18. First introduced to investors in January, AARP Funds, which offer a simple, no-nonsense approach to investing, consist of five funds in total; including three index-based lifestyle funds, an income fund and a money market fund.
"As a new mutual fund company, we are particularly honored to be recognized for our shareholder communications initiatives by the Mutual Fund Education Alliance's STAR Awards program," said Larry Renfro, president of AARP Financial. "We believe well-designed, plainly written materials enhance our ability to help investors make informed decisions. This noteworthy recognition from our colleagues in the mutual fund industry affirms we are on track to accomplish our goal."
About AARP Financial
AARP Financial was founded in 2005 and is a wholly owned subsidiary of AARP Services, Inc. Based in Tewksbury, Massachusetts, AARP Financial is dedicated to helping people achieve financial security through education and guidance and by offering products and services designed to meet their retirement needs. AARP Financial offers a carefully chosen array of investment products, including mutual funds, auto and home insurance from The Hartford; credit cards from Chase; life insurance from New York Life; and mobile home and motorcycle insurance from Foremost.
About Mutual Fund Education Alliance
The Mutual Fund Education Alliance is the national trade association for mutual fund marketers and distributors. Since 1971, the MFEA has been dedicated to informing and educating the investing public about how to achieve important lifetime goals using mutual funds. The members of the Alliance represent nearly $4 trillion in assets under management.
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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.
AARP Funds are advised by AARP Financial Inc. and distributed by ALPS Distributors, Inc., a registered broker/dealer.
