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®
#31 Nationwide Destination 2010 Fund (NWDAX)
| Performance (1-yr.): 11.50% | Expenses: 0.94% |
| Performance (1-mo.): 1.35% | Total Assets: $34.5M |
#32 AllianceBernstein 2000 Retirement Strategies Fund (LTAAX)
| Performance (1-yr.): 8.69% | Expenses: 0.86% |
| Performance (1-mo.): 0.90% | Total Assets: $11.55M |
#32 AllianceBernstein 2005 Retirement Strategies Fund (LTBAX)
| Performance (1-yr.): 11.16% | Expenses: 0.92% |
| Performance (1-mo.): 0.74% | Total Assets: $18.34M |
GuideStone Funds MyDestination 2005 Fund (GMIZX)
| Performance (1-yr.): 9.23% | Expenses: 1.03% |
| Performance (1-mo.): 0.75% | Total Assets: $85.43M |
John Hancock Funds II Retirement Choices at 2010 Portfolio (JRTOX)
| Performance (1-yr.): 2.70% | Expenses: 0.72% |
| Performance (1-mo.): 1.17% | Total Assets: $255.81M |
Lincoln Advisors Presidential Protected Profile 2010 Fund (PZAAX)
| Performance (1-yr.): 9.91% | Expenses: 1.09% |
| Performance (1-mo.): 1.18% | Total Assets: $14.21M |
Strategic Advisers Multi-Manager 2005 Fund (FEHPX)
| Performance (1-yr.): — | Expenses: 0.66% |
| Performance (1-mo.): 0.27% | Total Assets: $103,429 |
Strategic Advisers Multi-Manager 2010 Fund (FEMPX)
| Performance (1-yr.): — | Expenses: 0.76% |
| Performance (1-mo.): 0.29% | Total Assets: $104,557 |
