Target Date 2000-2010
Target Date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2000-2010) for retirement or another goal. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. Over time, management adjusts the allocation among asset classes to more conservative mixes as the target date approaches. Morningstar®
#1 TIAA-CREF Lifecycle Index 2010 Fund (TLTIX)
| Performance (1-yr.): 9.74% | Expenses: 0.17% |
| Performance (1-mo.): 1.57% | Total Assets: $118.1M |
#2 TIAA-CREF Lifecycle 2010 Retirement Fund (TCLEX)
| Performance (1-yr.): 10.00% | Expenses: 0.66% |
| Performance (1-mo.): 1.45% | Total Assets: $919.67M |
#3 Vanguard Target Retirement 2010 Fund (VTENX)
| Performance (1-yr.): 8.99% | Expenses: 0.16% |
| Performance (1-mo.): 1.40% | Total Assets: $7.01B |
#4 T. Rowe Price Retirement 2005 Fund (TRRFX)
| Performance (1-yr.): 9.33% | Expenses: 0.59% |
| Performance (1-mo.): 1.43% | Total Assets: $1.4B |
#5 T. Rowe Price Retirement 2010 Fund (TRRAX)
| Performance (1-yr.): 10.14% | Expenses: 0.61% |
| Performance (1-mo.): 1.52% | Total Assets: $5.99B |
#6 Schwab Target 2010 Fund (SWBRX)
| Performance (1-yr.): 8.38% | Expenses: 0.55% |
| Performance (1-mo.): 1.14% | Total Assets: $59.97M |
#7 American Funds Target Date Retirement 2010 Fund (AAATX)
| Performance (1-yr.): 10.68% | Expenses: 0.72% |
| Performance (1-mo.): 2.02% | Total Assets: $1.08B |
#8 Vantagepoint Milestone 2010 Fund (VPRQX)
| Performance (1-yr.): 8.62% | Expenses: 0.91% |
| Performance (1-mo.): 1.17% | Total Assets: $282.88M |
#9 Fidelity Freedom Index 2010 Fund (FKIFX)
| Performance (1-yr.): 7.93% | Expenses: 0.19% |
| Performance (1-mo.): 1.06% | Total Assets: $366.25M |
#9 Harbor Target Retirement 2010 Fund (HARDX)
| Performance (1-yr.): 8.65% | Expenses: 0.60% |
| Performance (1-mo.): 1.28% | Total Assets: $3.23M |
