Target Date 2016-2020
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Putnam RetirementReady 2020 A (PRRMX) |
0.05% |
8.17% |
9.67% |
7.38% |
$43.40 |
0.99% |
| Madison Target Retirement 2020 R6 (MTWRX) |
-0.34% |
8.41% |
10.29% |
7.98% |
$62.20 |
0.55% |
| MainStay Retirement 2020 A (MYROX) |
-0.64% |
9.49% |
13.71% |
9.50% |
$176.20 |
1.05% |
| JHancock Retirement Choices at 2020 1 (JRWOX) |
-0.73% |
6.59% |
8.35% |
N/A |
$934.10 |
0.69% |
| American Funds 2020 Trgt Date Retire A (AACTX) |
-0.76% |
10.74% |
14.08% |
10.19% |
$4,105.00 |
0.73% |
| Vanguard Target Retirement 2020 Inv (VTWNX) |
-0.80% |
10.13% |
13.32% |
9.99% |
$27,487.60 |
0.16% |
| American Century One Choice 2020 R6 (ARBDX) |
-0.92% |
8.89% |
N/A |
N/A |
$44.80 |
0.55% |
| Franklin LifeSmart 2020 Retire Trgt A () |
-0.97% |
8.72% |
N/A |
N/A |
$15.30 |
1.00% |
| TIAA-CREF Lifecycle Index 2020 Inst (TLWIX) |
-1.01% |
9.52% |
13.16% |
9.72% |
$447.70 |
0.15% |
| American Century One Choice 2020 A (ARBMX) |
-1.05% |
8.34% |
11.32% |
8.86% |
$1,367.30 |
1.07% |
| Bottom 5 |
|
|
|
|
|
|
| AllianceBern 2020 Retirement Strat A (LTHAX) |
-2.88% |
8.17% |
11.72% |
8.37% |
$189.60 |
1.02% |
| Nationwide Destination 2020 A (NWAFX) |
-2.59% |
6.88% |
10.94% |
8.15% |
$257.00 |
0.92% |
| MassMutual RetireSMART 2020 A (MRTAX) |
-2.48% |
7.40% |
13.51% |
9.51% |
$518.80 |
1.21% |
| QS Legg Mason Target Retirement 2020 A (LMWAX) |
-2.42% |
8.50% |
12.19% |
9.02% |
$5.90 |
1.15% |
| Manning & Napier Target 2020 I (MTNIX) |
-2.35% |
8.79% |
12.60% |
9.27% |
$186.10 |
0.86% |
Target Date 2021-2025
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Putnam RetirementReady 2025 A (PRROX) |
-0.10% |
9.86% |
12.23% |
8.71% |
$48.3 |
1.02% |
| American Funds 2025 Trgt Date Retire A (AADTX) |
-0.95% |
12.01% |
16.83% |
11.51% |
$3,855.8 |
0.74% |
| American Century One Choice 2025 R6 (ARWDX) |
-1.00% |
9.68% |
N/A |
N/A |
$44.0 |
0.57% |
| JHancock Retirement Choices at 2025 1 (JREOX) |
-1.00% |
8.57% |
11.52% |
N/A |
$1,278.2 |
0.68% |
| Vanguard Target Retirement 2025 Inv (VTTVX) |
-1.02% |
10.80% |
14.61% |
10.62% |
$31,428.1 |
0.17% |
| TIAA-CREF Lifecycle Index 2025 Inst (TLQIX) |
-1.11% |
10.33% |
14.60% |
10.41% |
$451.5 |
0.15% |
| American Century One Choice 2025 A (ARWAX) |
-1.15% |
8.93% |
12.23% |
9.38% |
$2,173.0 |
1.10% |
| JPMorgan SmartRetirement 2025 A (JNSAX) |
-1.20% |
10.03% |
14.97% |
10.63% |
$3,752.6 |
0.95% |
| BlackRock LifePath Active 2025 Inv A (BAPDX) |
-1.31% |
9.11% |
12.85% |
9.58% |
$31.3 |
0.90% |
| Fidelity Freedom 2025 (FFTWX) |
-1.34% |
9.39% |
13.27% |
9.55% |
$8,814.0 |
0.72% |
| Bottom 5 |
|
|
|
|
|
|
| Nationwide Destination 2025 A (NWHAX) |
-3.03% |
7.56% |
12.87% |
9.22% |
$267.9 |
0.92% |
| AllianceBernstein 2025 Retirement Strat A (LTIAX) |
-2.94% |
8.83% |
13.09% |
8.81% |
$189.5 |
1.04% |
| MassMutual RetireSMART 2025 A (MMSDX) |
-2.78% |
7.98% |
14.93% |
N/A |
$92.0 |
1.20% |
| Harbor Target Retirement 2025 Instl (HARMX) |
-2.56% |
6.01% |
10.86% |
8.40% |
$9.9 |
0.69% |
| Manning & Napier Target 2025 I (MTOAX) |
-2.56% |
10.17% |
N/A |
N/A |
$21.6 |
0.87% |
Target Date 2026-2030
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Citi Market Pilot 2030 I (CFTYX) |
-0.19% |
0.00% |
N/A |
N/A |
$5.2 |
1.10% |
| Putnam RetirementReady 2030 A (PRRQX) |
-0.39% |
11.28% |
14.59% |
9.78% |
$49.1 |
1.05% |
| Madison Target Retirement 2030 R6 (MTIRX) |
-0.45% |
10.67% |
13.06% |
9.29% |
$82.6 |
0.55% |
| Franklin LifeSmart 2030 Retire Trgt A () |
-0.61% |
8.84% |
N/A |
N/A |
$17.3 |
1.02% |
| MainStay Retirement 2030 A (MRTTX) |
-0.82% |
10.74% |
16.25% |
10.62% |
$224.9 |
1.08% |
| American Funds 2030 Trgt Date Retire A (AAETX) |
-1.07% |
12.66% |
17.93% |
12.01% |
$3,924.1 |
0.75% |
| American Century One Choice 2030 R6 (ARCUX) |
-1.09% |
10.12% |
N/A |
N/A |
$40.3 |
0.59% |
| JHancock Retirement Choices at 2030 1 (JRHOX) |
-1.19% |
10.00% |
13.61% |
N/A |
$1,183.2 |
0.68% |
| American Century One Choice 2030 A (ARCMX) |
-1.19% |
9.50% |
13.25% |
9.94% |
$1,338.0 |
1.12% |
| Vanguard Target Retirement 2030 Inv (VTHRX) |
-1.19% |
11.51% |
15.92% |
11.23% |
$23,084.9 |
0.17% |
| Bottom 5 |
|
|
|
|
|
|
| Nationwide Destination 2030 A (NWIAX) |
-3.23% |
8.14% |
14.59% |
10.04% |
$255.2 |
0.92% |
| Harbor Target Retirement 2030 Instl (HARPX) |
-3.04% |
6.51% |
12.28% |
9.08% |
$24.6 |
0.72% |
| MassMutual RetireSMART 2030 A (MRYAX) |
-3.01% |
8.16% |
15.55% |
10.42% |
$502.8 |
1.24% |
| AllianceBern 2030 Retirement Strat A (LTJAX) |
-2.97% |
9.39% |
14.42% |
9.15% |
$162.5 |
1.06% |
| Invesco Balanced-Risk Retire 2030 A (TNAAX) |
-2.89% |
4.43% |
7.44% |
7.88% |
$131.5 |
1.12% |
Target Date 2031-2035
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Putnam RetirementReady 2035 A (PRRWX) |
-0.57% |
12.54% |
16.57% |
10.70% |
$37.1 |
1.09% |
| American Century One Choice 2035 R6 (ARLDX) |
-1.08% |
10.80% |
N/A |
N/A |
$35.9 |
0.61% |
| American Funds 2035 Trgt Date Retire A (AAFTX) |
-1.14% |
12.71% |
18.12% |
12.05% |
$2,759.2 |
0.76% |
| American Century One Choice 2035 A (ARYAX) |
-1.26% |
10.16% |
14.39% |
10.60% |
$1,697.2 |
1.15% |
| TIAA-CREF Lifecycle Index 2035 Inst (TLYIX) |
-1.35% |
11.87% |
17.52% |
11.78% |
$455.0 |
0.15% |
| Vanguard Target Retirement 2035 Inv (VTTHX) |
-1.39% |
12.20% |
17.23% |
11.82% |
$23,826.1 |
0.18% |
| Franklin LifeSmart 2035 Retire Trgt A (FRTAX) |
-1.44% |
9.37% |
13.97% |
10.19% |
$89.0 |
0.99% |
| JHancock Retirement Choices at 2035 1 (JRYOX) |
-1.45% |
10.79% |
14.86% |
N/A |
$942.7 |
0.68% |
| BlackRock LifePath Active 2035 Inv A (BAPGX) |
-1.52% |
9.60% |
14.72% |
9.99% |
$20.7 |
0.96% |
| JPMorgan SmartRetirement 2035 A (SRJAX) |
-1.54% |
11.44% |
17.71% |
11.73% |
$2,846.3 |
1.00% |
| Bottom 5 |
|
|
|
|
|
|
| Nationwide Destination 2035 A (NWLAX) |
-3.44% |
8.44% |
15.88% |
10.67% |
$192.9 |
0.92% |
| Harbor Target Retirement 2035 Instl (HARUX) |
-3.29% |
6.98% |
13.92% |
9.77% |
$8.3 |
0.74% |
| Russell LifePoints 2035 Strategy R1 (RVLRX) |
-3.20% |
8.83% |
15.17% |
10.24% |
$26.4 |
0.70% |
| MassMutual RetireSMART 2035 A (MMXAX) |
-3.05% |
8.33% |
15.96% |
N/A |
$65.8 |
1.26% |
| AllianceBern 2035 Retirement Strat A (LTKAX) |
-2.99% |
9.69% |
15.37% |
9.30% |
$129.6 |
1.06% |
Target Date 2036-2040
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Citi Market Pilot 2040 I (CFTWX) |
-0.19% |
N/A |
N/A |
N/A |
$5.2 |
1.10% |
| Franklin LifeSmart 2040 Retire Target A |
-0.52% |
8.82% |
N/A |
N/A |
$11.5 |
1.01% |
| Madison Target Retirement 2040 R6 (MFRRX) |
-0.62% |
11.62% |
14.50% |
9.85% |
$58.3 |
0.55% |
| Putnam RetirementReady 2040 A (PRRZX) |
-0.67% |
13.58% |
18.00% |
11.36% |
$28.4 |
1.15% |
| American Funds 2040 Trgt Date Retire A (AAGTX) |
-1.13% |
12.94% |
18.40% |
12.17% |
$2,515.3 |
0.76% |
| MainStay Retirement 2040 A (MSRTX) |
-1.16% |
11.27% |
17.57% |
11.17% |
$169.1 |
1.08% |
| American Century One Choice 2040 R6 (ARDUX) |
-1.16% |
11.63% |
N/A |
N/A |
$29.4 |
0.64% |
| American Century One Choice 2040 A (ARDMX) |
-1.30% |
10.86% |
15.52% |
11.23% |
$992.0 |
1.18% |
| JHancock Retirement Choices at 2040 1 (JRROX) |
-1.50% |
11.25% |
15.46% |
N/A |
$678.9 |
0.69% |
| TIAA-CREF Lifecycle Index 2040 Inst (TLZIX) |
-1.51% |
12.42% |
18.25% |
12.11% |
$537.4 |
0.15% |
| Bottom 5 |
|
|
|
|
|
|
| Nationwide Destination 2040 A (NWMAX) |
-3.51% |
8.67% |
16.42% |
10.91% |
$154.7 |
0.92% |
| Invesco Balanced-Risk Retire 2040 A (TNDAX) |
-3.43% |
5.20% |
7.67% |
7.91% |
$80.6 |
1.24% |
| Harbor Target Retirement 2040 Instl (HARYX) |
-3.39% |
7.83% |
15.43% |
10.36% |
$18.6 |
0.76% |
| Russell LifePoints 2040 Strategy R5 (RXLVX) |
-3.34% |
8.25% |
14.56% |
9.68% |
$103.7 |
1.20% |
| Manning & Napier Target 2040 I (MTTIX) |
-3.16% |
11.94% |
18.02% |
11.34% |
$131.1 |
0.87% |
Target Date 2041-2045
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Putnam RetirementReady 2045 A (PRVLX) |
-0.57% |
14.18% |
18.72% |
11.66% |
$20.0 |
1.20% |
| American Funds 2045 Target Date Retire A (AAHTX) |
-1.13% |
12.99% |
18.43% |
12.18% |
$1,452.3 |
0.76% |
| American Century One Choice 2045 R6 (ARDOX) |
-1.15% |
12.33% |
N/A |
N/A |
$23.9 |
0.67% |
| American Century One Choice 2045 A (AROAX) |
-1.33% |
11.59% |
16.34% |
11.63% |
$1,217.2 |
1.22% |
| Vanguard Target Retirement 2045 Inv (VTIVX) |
-1.48% |
12.73% |
17.89% |
12.14% |
$14,491.3 |
0.18% |
| JHancock Retirement Choices at 2045 1 (JRVOX) |
-1.50% |
11.34% |
15.54% |
N/A |
$503.6 |
0.69% |
| Franklin LifeSmart 2045 Retire Trgt A (FTTAX) |
-1.52% |
9.50% |
14.30% |
10.68% |
$58.1 |
1.00% |
| TIAA-CREF Lifecycle Index 2045 Inst (TLXIX) |
-1.52% |
12.31% |
18.21% |
12.10% |
$243.2 |
0.15% |
| Fidelity Freedom 2045 (FFFGX) |
-1.58% |
10.77% |
15.96% |
10.56% |
$2,911.7 |
0.78% |
| Fidelity Freedom K 2045 (FFKGX) |
-1.58% |
10.86% |
16.13% |
10.71% |
$5,426.3 |
0.66% |
| Bottom 5 |
|
|
|
|
|
|
| Harbor Target Retirement 2045 Instl (HACCX) |
-3.61% |
8.32% |
16.86% |
10.88% |
$4.1 |
0.78% |
| Nationwide Destination 2045 A (NWNAX) |
-3.56% |
9.08% |
16.69% |
11.10% |
$95.1 |
0.91% |
| Manning & Napier Target 2045 I (MTUIX) |
-3.37% |
12.27% |
N/A |
N/A |
$6.9 |
0.88% |
| Russell LifePoints 2045 Strategy R1 (RWLRX) |
-3.27% |
8.80% |
15.19% |
10.26% |
$13.5 |
0.70% |
| MassMutual RetireSMART 2045 A (MMKAX) |
-3.17% |
8.81% |
17.24% |
N/A |
$35.2 |
1.25% |
As of Sept. 30. N/A= Not available (fund has been in operation for less than the year indicated). In case of a tie, funds are listed in alphabetical order.
*Net prospectus
Source: Morningstar, Inc.
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