Target Date 2011-201
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| JHancock Retirement Choices at 2015 1 (JRFOX) |
-0.62% |
0.95% |
2.04% |
3.78% |
$401.4 |
0.50% |
| Putnam RetirementReady 2015 A (PRRHX |
-1.59% |
0.48% |
3.81% |
4.42% |
$47.70 |
0.93% |
| Wells Fargo Advtg DJ Trgt 2015 Inv (WFQEX) |
-1.69% |
-1.35% |
2.02% |
3.51% |
$765.90 |
0.89% |
| MFS Lifetime 2015 A (LFTDX) |
-2.32% |
-0.17% |
N/A |
N/A |
$47.90 |
0.84% |
| KP Retirement Path 2015 Institutional (KPRAX) |
-2.34% |
0.39% |
N/A |
N/A |
$490.30 |
0.84% |
| Great-West Lifetime 2015 I T (MXLTX) |
-2.88% |
-0.62% |
3.62% |
5.21% |
$151.9 |
0.84% |
| JPMorgan SmartRetirement Blend 2015 R5 (JSBWX) |
2.93% |
-0.58% |
4.71% |
N/A |
$59.40 |
0.50% |
| Schwab Target 2015 (SWGRX) |
-2.94% |
0.56% |
5.54% |
6.68% |
$113.10 |
0.53% |
| Great-West Lifetime 2015 II T (MXLVX) |
-3.54% |
-0.73% |
4.58% |
6.03% |
$950.30 |
0.87% |
| AllianzGI Retirement 2015 A (AZGAX) |
-3.55% |
-3.65% |
1.09% |
3.33% |
$30.90 |
0.97% |
| Bottom 5 |
|
|
|
|
|
|
| AB 2015 Retirement Strategy A (LTEAX) |
-6.88% |
-4.58% |
4.44% |
5.08% |
$71.10 |
0.98% |
| Franklin LifeSmart 2015 Retire Trgt A (FTRAX) |
-5.56% |
-3.46% |
4.09% |
4.99% |
$77.10 |
0.98% |
| Manning & Napier Target 2015 I (MTJIX) |
-5.42% |
5.13% |
3.85% |
N/A |
$9.30 |
0.86% |
| Strategic Advisers Multi-Manager 2015 (FEJPX) |
-5.41% |
-1.98% |
N/A |
N/A |
$1.90 |
0.86% |
| Fidelity Advisor Freedom 2015 A (FFVAX) |
-5.31% |
-2.03% |
4.26% |
5.59% |
$1,449.30 |
0.89% |
Target Date 2016-2020
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Madison Target Retirement 2020 R6 (MTWRX) |
-2.29% |
1.48% |
5.83% |
6.49% |
$54.3 |
0.55% |
| JHancock Retirement Choices at 2020 1 (JRWOX) |
-2.31% |
-0.33% |
3.61% |
5.31% |
$931.10 |
0.49% |
| Putnam RetirementReady 2020 A (PRRMX) |
-2.58% |
0.61% |
5.14% |
5.72% |
$87.00 |
0.96% |
| Wells Fargo Advtg DJ Trgt 2020 A (STTRX) |
-2.67% |
-1.64% |
3.27% |
4.44% |
$2,628.90 |
0.81% |
| Voya Solution 2020 Port I (ISNBX) |
-3.20% |
0.97% |
6.57% |
N/A |
$3.50 |
0.76% |
| MFS Lifetime 2020 A (MFLAX) |
-3.36% |
-0.64% |
4.86% |
6.48% |
$342.30 |
0.87% |
| KP Retirement Path 2020 Institutional (KPRBX) |
-3.37% |
-0.15% |
N/A |
N/A |
$693.00 |
0.40% |
| Voya Index Solution 2020 Port I (IDXBX) |
-3.42% |
-0.28% |
6.33% |
N/A |
$2.10 |
0.51% |
| PNC Target 2020 I (PDTCX) |
-3.43% |
0.00% |
4.90% |
N/A |
$4.20 |
0.71% |
| Russell LifePoints 2020 Strategy R5 (RLLVX) |
-3.60% |
-1.47% |
3.76% |
4.93% |
$74.20 |
1.11% |
| Bottom 5 |
|
|
|
|
|
|
| AB 2020 Retirement Strategy A (LTHAX) |
-7.50% |
-4.83% |
5.09% |
5.44% |
$140.40 |
1.02% |
| Franklin LifeSmart 2020 Retire Trgt A (FLRMX) |
-6.52% |
-3.05% |
N/A |
N/A |
$28.40 |
1.00% |
| Pimco RealPath 2020 A (PTYAX) |
-6.27% |
-5.10% |
0.32% |
2.26% |
$79.5 |
1.11% |
| MassMutual RetireSMART 2020 A (MRTAX) |
-6.10% |
-3.46% |
5.62% |
6.67% |
$502.50 |
1.20% |
| JHancock Retire Living through 2020 A (JLDAX) |
-6.04% |
-3.34% |
5.74% |
6.70% |
$1,100.90 |
1.06% |
Target Date 2021-2025
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
1-year return 3-year return 5-year return Net assets ($M) Expense ratio*
Putnam RetirementReady 2025 A (PRROX) |
-3.63% 0.98% |
0.49% |
6.52% |
6.91% |
$62.3 |
$62.3 |
| Great-West Lifetime 2025 I T (MXALX) |
-3.90% |
-1.10% |
4.92% |
6.19% |
$254.9 |
0.89% |
| Wells Fargo Advtg DJ Trgt 2025 Inv (WFGYX |
-3.96% |
-2.16% |
4.47% |
5.48% |
$2,292.2 |
0.91% |
| JHancock Retirement Choices at 2025 1 (JREOX) |
-4.11% |
-1.50% |
5.00% |
6.60% |
$1,343.2 |
0.51% |
| AllianzGI Retirement 2025 A (GVSAX) |
-4.37% |
-4.62% |
1.24% |
N/A |
$68.1 |
1.01% |
| Great-West SecureFoundation LT 2025 G (MXSNX) |
-4.53% |
-0.45% |
6.76% |
7.10% |
$70.1 |
0.66% |
| American Century One Choice 2025 R6 (ARWDX) |
-4.54% N/A |
-0.80% |
N/A |
N/A |
$118.1 |
0.56% |
| Russell LifePoints 2025 Strategy R1 (RPLRX) |
-4.69% |
-1.75% |
5.07% |
6.08% |
$31.5 |
0.63% |
| American Century One Choice 2025 A (ARWAX) |
-4.69% |
-1.42% |
5.63% |
7.03% |
$2,474.0 |
1.07% |
| BlackRock LifePath Index 2025 Instl (LIBIX) |
-4.74% |
-1.24% |
5.89% |
N/A |
$668.5 |
0.18% |
| Bottom 5 |
|
|
|
|
|
|
| AB 2025 Retirement Strategy A (LTIAX) |
-8.20% |
-5.09% |
5.86% |
5.86% |
$140.5 |
1.04% |
| Pimco RealPath 2025 A (PENZX) |
-7.28% |
-5.97% |
0.63% |
N/A |
$72.2 |
1.13% |
| Manning & Napier Target 2025 I (MTOAX) |
-7.18% |
-6.51% |
5.55% |
N/A |
$28.8 |
0.87% |
| Franklin LifeSmart 2025 Retire Trgt A (FTRTX) |
-7.18% |
-2.79% |
6.80% |
6.61% |
$121.1 |
1.01% |
| MassMutual RetireSMART 2025 A (MMSDX) |
-7.01% |
-4.06% |
6.25% |
7.19% |
$157.9 |
1.19% |
Target Date 2026-2030
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Madison Target Retirement 2030 R6 (MTIRX) |
-4.50% |
0.14% |
7.29% |
7.58% |
$78.2 |
0.55% |
| Putnam RetirementReady 2030 A (PRRQX) |
-4.83% |
0.02% |
7.64% |
7.83% |
$102.1 |
1.02% |
| Deutsche LifeCompass 2030 A (PLUSX) |
-5.02% |
-1.39% |
7.10% |
7.33% |
$37.5 |
1.16% |
| American Century One Choice 2030 R6 (ARCUX) |
-5.04%
|
-0.66% |
N/A |
N/A |
$123.9 |
0.57% |
| Presidential Managed Risk 2030 A (PZCAX) |
-5.14% |
-3.36% |
3.64% |
N/A |
$10.1 |
1.04% |
| ClearTrack 2030 R1 (TDFTX) |
-5.17% |
N/A |
N/A |
N/A |
$8.3 |
1.20% |
| PNC Target 2030 I (PDTEX) |
-5.20% |
-0.54% |
6.60% |
N/A |
$5.1 |
0.78% |
| American Century One Choice 2030 A (ARCMX) |
-5.22% |
-1.35% |
6.27% |
7.51% |
$1,665.8 |
1.09% |
| Invesco Balanced-Risk Retire 2030 A (TNAAX) |
-5.22% |
-2.93% |
1.10% |
5.18% |
$108.9 |
1.14% |
| AllianzGI Retirement 2030 A (ABLAX) |
-5.31% |
-5.57% |
1.86% |
3.90% |
$68.5 |
1.03% |
| Bottom 5 |
|
|
|
|
|
|
| AB 2030 Retirement Strategy A (LTJAX) |
-8.79% |
-5.01% |
6.71% |
6.36% |
$121.0 |
1.06% |
| Pimco RealPath 2030 A (PEHAX) |
-8.16% |
-6.76% |
1.03% |
2.72% |
$105.2 |
1.17% |
| Strategic Advisers Multi-Manager 2030 (FECPX) |
-7.95% |
-3.55% |
N/A |
N/A |
$1.5 |
1.00% |
| Manning & Napier Target 2030 I (MTPIX) |
-7.88% |
-7.02% |
5.94% |
7.20% |
$159.6 |
0.87% |
| JHancock Retire Living through 2030 A (JLFAX) |
-7.88% |
-4.17% |
7.12% |
7.63% |
$1,208.2 |
1.10% |
Target Date 2031-2035
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Great-West Lifetime 2035 I T (MXGLX) |
-5.63% |
-1.93% |
6.67% |
7.48% |
$212.5 |
0.94% |
| American Century One Choice 2035 R6 (ARLDX) |
-5.68% |
-0.66% |
N/A |
N/A |
$88.5 |
0.60% |
| American Century One Choice 2035 A (ARYAX) |
-5.74% |
-1.24% |
6.98% |
8.09% |
$1,953.4 |
1.12% |
| ClearTrack 2035 R1 (TCETX) |
-5.98%
|
-0.66% |
N/A |
N/A |
$7.5 |
1.20% |
| AllianzGI Retirement 2035 A (GVRAX) |
-6.00% |
-5.75% |
2.51% |
N/A |
$54.3 |
1.06% |
| Putnam RetirementReady 2035 A (PRRWX) |
-6.01% |
-0.62% |
8.56% |
8.57% |
$56.4 |
1.06% |
| JPMorgan SmartRetirement Blend 2035 R5 (JPBRX) |
-6.18% |
-2.25% |
7.86% |
N/A |
$96.5 |
0.50% |
| Principal LifeTime Hybrid 2035 Instl (PHTJX) |
-6.21% |
-0.35% |
N/A |
N/A |
$2.9 |
0.49% |
| BlackRock LifePath Index 2035 Instl (LIJIX) |
-6.33% |
-2.51% |
6.78% |
N/A |
$509.4 |
0.19% |
| Principal LifeTime 2035 Instl (LTIUX) |
-6.50% |
-1.81% |
8.00% |
8.64% |
$1,128.1 |
0.78% |
| Bottom 5 |
|
|
|
|
|
|
| Pimco RealPath 2035 A (PIVAX) |
-9.53% |
-7.47% |
1.27% |
N/A |
$73.2 |
1.19% |
| AB 2035 Retirement Strategy A (LTKAX) |
-8.94% |
-4.58% |
7.43% |
6.78% |
$95.8 |
1.06% |
| GuideStone Funds MyDestination 2035 Inv (GMHZX) |
-8.90% |
-7.07% |
5.86% |
7.39% |
$365.0 |
1.07% |
| Strategic Advisers Multi-Manager 2035 (FENPX) |
-8.58% |
-3.94% |
N/A |
N/A |
$1.2 |
1.02% |
| Fidelity Advisor Freedom 2035 A (FATHX) |
-8.49% |
-3.83% |
6.42% |
7.41% |
$2,127.8 |
1.01% |
Target Date 2036-2040
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| Madison Target Retirement 2040 R6 (MFRRX) |
-5.42% |
-0.43% |
7.97% |
8.16% |
$49.0 |
0.55% |
| Invesco Balanced-Risk Retire 2040 A (TNDAX) |
-5.93% |
-3.29% |
1.20% |
5.23% |
$74.0 |
1.24% |
| Presidential Managed Risk 2040 A (PZDAX) |
-6.09% |
-4.13% |
4.23% |
N/A |
$8.3 |
1.03% |
| PNC Target 2040 I (PDTGX) |
-6.22% |
-0.20% |
7.94% |
$2.3 |
N/A |
0.82% |
| American Century One Choice 2040 R6 (ARDUX) |
-6.25% |
-0.88% |
N/A |
N/A |
$74.1 |
0.63% |
| American Century One Choice 2040 A (ARDMX) |
-6.30% |
-1.37% |
7.56% |
8.60% |
$1,240.4 |
1.15% |
| Deutsche LifeCompass 2040 A (TGTAX) |
-6.34% |
-2.15% |
7.75% |
7.67% |
$11.3 |
1.20% |
| Principal LifeTime Hybrid 2040 Instl (PLTQX) |
-6.50% |
-0.47% |
N/A |
N/A |
$2.4 |
0.49% |
| AllianzGI Retirement 2040 A (AVSAX) |
-6.74% |
-6.14% |
3.01% |
4.62% |
$44.0 |
1.09% |
| JPMorgan SmartRetirement Blend 2040 R5 (JOBBX) |
-6.78% |
-2.69% |
8.03% |
N/A |
$91.0 |
0.50% |
| Bottom 5 |
|
|
|
|
|
|
| Pimco RealPath 2040 A (POFAX) |
-9.86% |
-7.54% |
1.43% |
3.29% |
$82.0 |
1.19% |
| Manning & Napier Target 2040 I (MTTIX) |
-9.21% |
-8.08% |
7.00% |
7.43% |
$96.5 |
0.87% |
| AB 2040 Retirement Strategy A (LTLAX) |
-9.08% |
-4.07% |
8.04% |
7.11% |
$87.8 |
1.06% |
| Vantagepoint Milestone 2040 Inv M (VPRKX) |
-8.97% |
-4.44% |
8.40% |
9.05% |
$355.0 |
0.88% |
| Russell LifePoints 2040 Strategy R5 (RXLVX) |
-8.95% |
-5.44% |
5.76% |
6.34% |
$64.0 |
1.21% |
Target Date 2041-2045
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| JPMorgan SmartRetirement Blend 2045 R5 (JMBRX) |
-6.75% |
-2.69% |
7.98% |
N/A |
$52.0 |
0.50% |
| American Century One Choice 2045 R6 (ARDOX) |
-6.80% |
-1.09% |
N/A |
N/A |
$57.8 |
0.66% |
| Principal LifeTime Hybrid 2045 Instl (PHTYX) |
-6.89% |
-0.91% |
N/A |
N/A |
$1.8 |
0.50% |
| American Century One Choice 2045 A (AROAX) |
-6.95% |
-1.68% |
7.99% |
8.89% |
$1,395.5 |
1.19% |
| MFS Lifetime 2045 A (LTMAX) |
-7.05% |
-1.74% |
N/A |
N/A |
$61.9 |
0.99% |
| Great-West Lifetime 2045 I T (MXMLX) |
-7.06% |
-2.89% |
7.36% |
7.90% |
$117.7 |
0.96% |
| BlackRock LifePath Index 2045 Instl (LIHIX) |
-7.19% |
-3.10% |
7.63% |
N/A |
$289.2 |
0.19% |
| Principal LifeTime 2045 Instl (LTRIX) |
-7.19% |
-2.33% |
8.48% |
9.01% |
$695.1 |
0.80% |
| ClearTrack 2045 R1 (TCPTX) |
-7.19% |
N/A |
N/A |
N/A |
$4.8 |
1.20% |
| American Funds 2045 Trgt Date Retire A (AAHTX) |
-7.27% |
-2.55% |
8.03% |
9.43% |
$2,103.3 |
0.76% |
| Bottom 5 |
|
|
|
|
|
|
| Pimco RealPath 2045 A (PFZAX) |
-10.53% |
-8.31% |
1.51% |
N/A |
$50.5 |
1.21% |
| GuideStone Funds MyDestination 2045 Inv (GMFZX) |
-9.88% |
-7.80% |
6.07% |
7.62% |
$260.5 |
1.09% |
| Manning & Napier Target 2045 I (MTUIX) |
-9.88% |
-8.43% |
7.09% |
N/A |
$9.4 |
0.89% |
| Vantagepoint Milestone 2045 Inv M (VPRJX) |
-9.44% |
-4.84% |
8.44% |
9.04% |
$152.1 |
0.94% |
| AB 2045 Retirement Strategy A (LTPAX) |
-9.06% |
-4.03% |
8.15% |
7.22% |
$70.9 |
1.06% |
Target Date 2046-2050
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| PNC Target 2050 I (PDTIX) |
-6.44% |
-0.20% |
8.27% |
N/A |
$0.6 |
0.83% |
| Madison Target Retirement 2050 R6 (MFTRX) |
-6.47% |
-1.14% |
8.69% |
N/A |
$19.2 |
0.55% |
| Invesco Balanced-Risk Retire 2050 A (TNEAX) |
-6.63% |
-3.67% |
1.29% |
5.30% |
$34.3 |
1.35% |
| JPMorgan SmartRetirement Blend 2050 R5 (JNABX) |
-6.76% |
-2.75% |
7.98% |
N/A |
$31.9 |
0.50% |
| Presidential Managed Risk 2050 A (PZEAX) |
-6.99%
|
-4.72% |
4.66% |
N/A |
$4.7 |
1.02% |
| MFS Lifetime 2050 A (MFFSX) |
-7.04% |
-1.75% |
8.19% |
8.99% |
$91.8 |
0.99% |
| Voya Solution 2050 Port I (ISNQX) |
-7.04%
|
-1.69% |
9.06% |
N/A |
$0.7 |
0.89% |
| American Century One Choice 2050 R6 (ARFEX) |
-7.06% |
-1.24% |
N/A |
N/A |
$40.9 |
0.68% |
| Principal LifeTime Hybrid 2050 Instl (PHTUX) |
-7.07% |
-0.81% |
N/A |
N/A |
$1.3 |
0.50% |
| BlackRock LifePath Index 2050 Instl (LIPIX) |
-7.24% |
-3.02% |
8.17% |
N/A |
$304.1 |
0.19% |
| Bottom 5 |
|
|
|
|
|
|
| Pimco RealPath 2050 A (PFYAX) |
-10.48% |
-7.91% |
1.49% |
3.10% |
$82.9 |
1.21% |
| Manning & Napier Target 2050 I (MTYIX) |
-9.82% |
-8.45% |
7.24% |
7.63% |
$31.0 |
0.88% |
| Harbor Target Retirement 2050 Instl (HAFFX) |
-9.67% |
-3.31% |
8.55% |
8.33% |
$18.5 |
0.78% |
| Vantagepoint Milestone 2050 Inv M (VPRHX) |
-9.50% |
-4.92% |
8.22% |
N/A |
$57.1 |
1.10% |
| Wells Fargo Advtg DJ Trgt 2050 Inv (WFQGX) |
-9.07% |
-4.55% |
7.34% |
7.63% |
$1,389.3 |
0.93% |
Target Date 2051+
| Top 10 |
3-month return |
1-year return |
3-year return |
5-year return |
Net assets ($M) |
Expense ratio* |
| JPMorgan SmartRetirement Blend 2055 R5 (JTBBX) |
-6.68% |
-2.54% |
7.89% |
N/A |
$12.3 |
0.50% |
| MFS Lifetime 2055 A (LFIAX) |
-6.96% |
-1.69% |
N/A |
N/A |
$11.6 |
0.98% |
| Franklin LifeSmart 2055 Retire Trgt A (FLTFX) |
-7.07%
|
N/A |
N/A |
N/A |
$1.3 |
1.03% |
| BlackRock LifePath Index 2055 Instl (LIVIX) |
-7.26%
|
-2.93% |
8.70% |
N/A |
$91.0 |
0.19% |
| American Funds 2055 Trgt Date Retire A (AAMTX) |
-7.29%
|
-2.60% |
9.60% |
9.41% |
$651.2 |
0.79% |
| JHancock Retirement Choices at 2055 1 (JRIYX) |
-7.34%
|
-3.66% |
N/A |
N/A |
$66.5 |
0.53% |
| Principal LifeTime Hybrid 2055 Instl (PLTNX) |
-7.35%
|
-1.04% |
N/A |
N/A |
$0.3 |
0.50% |
| American Century One Choice 2055 R6 (AREUX) |
-7.37%
|
-1.35% |
N/A |
N/A |
$19.0 |
0.67% |
| American Century One Choice 2055 A (AREMX) |
-7.50%
|
-1.84% |
8.35% |
N/A |
$230.9 |
1.21% |
| TIAA-CREF Lifecycle Index 2055 Instl (TTIIX) |
-7.55%
|
-2.93% |
8.93% |
N/A |
$51.3 |
0.12% |
| Bottom 5 |
|
|
|
|
|
|
| Pimco RealPath 2055 A (PQRAX) |
-10.13% |
N/A |
N/A |
N/A |
$3.0 |
1.22% |
| GuideStone Funds MyDestination 2055 Inv (GMGZX) |
-10.02% |
-7.80% |
6.03% |
N/A |
$32.1 |
1.09% |
| Manning & Napier Target 2055 I (MTZIX) |
-9.93% |
-8.44% |
7.22% |
N/A |
$2.9 |
0.87% |
| Harbor Target Retirement 2055 Instl (HATRX) |
-9.78% |
N/A |
N/A |
N/A |
$0.7 |
0.78% |
| AXA Target 2055 Allocation K |
-9.13% |
N/A |
N/A |
N/A |
$27.3 |
0.86% |
As of Sept. 30. N/A = Not available (fund has been in operation for less than the year indicated). Rankings are based on unrounded numbers. *Net prospectus
Source: Morningstar, Inc.
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