| 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% | $186.10 | 0.86% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($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 | $21.6 | 0.87% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($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% | $131.5 | 1.12% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($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% | $129.6 | 1.06% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($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% | $131.1 | 0.87% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($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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