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• Fund Details
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  • Daily Prices
  • Portfolio Construction and Fund Holdings
  • Fees & Expenses
  • Distributions
  • 2008 Capital Gain Distributions
  • Fund Holdings
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• Manage Your Account
  • Open an Account
  • Making a Gift to a Minor
  • Buy More Shares
  • Exchange Your Shares
  • Review Your Account
  • Sell Your Shares
  • Restrictions on Excessive Trading
  • Glossary


• AARP Financial's 5 Principles of Investing
  • Look for Low Fees and Expenses
  • Use Index Funds
  • Diversify Your Investments
  • Rebalance to Stay on Track
  • Focus on Simple Choices

Manage your account

We offer convenient access to your account around the clock.
If you want to see how your fund is performing, it's easy to check in.

ONLINE
	When you review your account online, you have the convenience of managing your account 24 hours a day, seven days a week. Paperless transactions save you time, help conserve natural resources and make it easier to keep track of your account through our user-friendly website.
TELEPHONE
	To buy, sell, or exchange funds, or review your account call 1-800-958-6457. Our automated voice recognition system is available 24 hours a day, seven days a week. Representatives are available to talk with you 8:00 am to 6:00 pm EST every business day. If you have general investing questions or questions about our Funds, call one of our non-commissioned Financial Advisors at 1-866-218-6142.
MAIL
	Please send written correspondence via US Mail: AARP Funds P.O. Box 8035 Boston, MA 02266-8035 For overnight delivery, please send to: AARP Funds c/o BFDS 30 Dan Road Canton, MA 02021
ACCOUNT STATEMENTS
	To keep you informed about your investment, we will send you the following types of regular account statements: Transaction confirmations to verify your purchases or sales Quarterly account statements to review the value and performance of your investments; recap all transaction activity for the period; and report dividends, payment of capital gains, and sale proceeds Annual and semi-annual reports that include the funds' financial statements and a discussion of the market conditions and investment strategies that significantly affected the funds' performance If you have more than one account with the same address, we may send you one copy of a prospectus, annual reports and other similar documents. You may also contact a shareholder services representative at 1-800-958-6457 to instruct us to combine accounts within the same household for quarterly statements.

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.