• Mutual Funds
  • Aggressive Fund
  • Moderate Fund
  • Conservative Fund
  • Income Fund
  • Money Market Fund
  • Compare AARP Funds


• Fund Details
  • Performance
  • Daily Prices
  • Portfolio Construction and Fund Holdings
  • Fees & Expenses
  • Distributions
  • 2008 Capital Gain Distributions
  • Fund Holdings
  • Risks


• 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

CHOOSE YOUR FUND AARP Funds are designed to meet the needs of real people at every stage of life. AARP Aggressive Fund AARP Moderate Fund AARP Conservative Fund AARP Income Fund AARP Money Market Fund

BASICS OF INVESTING Not sure what you need? Read up on the basics of investing: Mutual Funds 101 Your essential guide to investing lingo & what it means. Making Decisions Five key principles of investing that make good sense. Investing Wisely Five general principles that can help you invest wisely.

Download: Our Funds' Prospectus (PDF) | Our Annual Report (PDF)

---

* Total annual fund operating fees and expenses for the AARP Funds are 1.59% for the Aggressive Fund, 1.18% for the Moderate Fund, 1.84% for the Conservative Fund, 4.88% for the Income Fund and 0.83% for the Money Market Fund. Net annual fund operating fees and expenses (after waivers and/or reimbursements) are 0.30% for the AARP Money Market Fund and 0.50% for the other AARP Funds. The Money Market Fund's yield is based on a 30 basis point contractual expense cap that is currently in effect through November 1, 2009.

AARP Financial has agreed contractually to waive fees and/or reimburse expenses to keep the Net Annual Fund Operating Expenses of the Aggressive, Moderate, Conservative, and Income Funds, including Acquired Fund Fees and Expenses at 0.50% of average daily net assets through November 1, 2009. AARP Financial has agreed contractually to waive fees and/or reimburse expenses to keep the Net Annual Fund Operating Expenses of the Money Market Fund (including the expenses of the Underlying Money Market Fund) at 0.30% of average daily net assets through November 1, 2009.

---

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 advisor representatives of AARP Financial Inc., an investment advisor. AARP Financial Inc. offers investment advisory services and is not affiliated with ALPS Distributors, Inc.

AARP Funds are distributed by ALPS Distributors, Inc.