The best- and worst-performing target date funds

Ranking funds through the third quarter of 2015
NOV 01, 2015
By  Bloomberg

Target Date 2011-201

[table id=47 /]

Target Date 2016-2020

[table id=48 /]

Target Date 2021-2025

[table id=49 /]

Target Date 2026-2030

[table id=50 /]

Target Date 2031-2035

[table id=51 /]

Target Date 2036-2040

[table id=52 /]

Target Date 2041-2045

[table id=53 /]

Target Date 2046-2050

[table id=54 /]

Target Date 2051+

[table id=55 /]

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.

 
 
 
 
 
 
 

Latest News

What advisors need to know about SECURE 2.0’s impact on retirement income planning
What advisors need to know about SECURE 2.0’s impact on retirement income planning

Catch-up contributions, required minimum distributions, and 529 plans are just some of the areas the Biden-ratified legislation touches.

EToro to tokenize US stocks on Ethereum network for 24/7 trading
EToro to tokenize US stocks on Ethereum network for 24/7 trading

Following a similar move by Robinhood, the online investing platform said it will also offer 24/5 trading initially with a menu of 100 US-listed stocks and ETFs.

GTCR to acquire FMG Suite, expanding its wealth tech portfolio
GTCR to acquire FMG Suite, expanding its wealth tech portfolio

The private equity giant will support the advisor tech marketing firm in boosting its AI capabilities and scaling its enterprise relationships.

$29B Lido Advisors expands in Utah with Olympus Wealth Management
$29B Lido Advisors expands in Utah with Olympus Wealth Management

The privately backed RIA's newest partner firm brings $850 million in assets while giving it a new foothold in the Salt Lake City region.

Annuities hit new $223B high in H1 2025, LIMRA says
Annuities hit new $223B high in H1 2025, LIMRA says

The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.