Annual and Semi Annual Reports

These reports for the AARP Funds represent our commitment to providing communications that are clear, concise and informative. One of our highest priorities at AARP Funds is to help you make sense of investment information that is often complex. We hope you find these reports helpful in evaluating your investment with us.

AARP Funds Annual Report — June 30, 2009 (PDF 692K): Provides a business and financial overview of the AARP Funds for the year, and contains a description of the Funds' activities, balance sheets, income statements, and other relevant information. Each of the AARP Funds invests in the AARP Portfolio except for the AARP Money Market Fund.* The AARP Portfolio Annual Report (June 30, 2009) (PDF 552K) is also available. This annual report 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.
AARP Funds Semi-Annual Report — December 31, 2008 (PDF 514K): Provides a business and financial overview of the AARP Funds for the 6-month period, and contains a description of the funds' activities, balance sheets, income statements, and other relevant information. Each of the AARP Funds invests in the AARP Portfolio except for the AARP Money Market Fund. The AARP Portfolio Semi-Annual Report (December 31, 2008) (PDF 390K) is also available. This semi-annual report 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.

An investment in the AARP Money Market Fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it is possible to lose money by investing in the fund.

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.