Target Date 2011-2015
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 2011-2015) 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®
#11 Wells Fargo Advantage Dow Jones Target 2015 Fund (WFSCX)
| Performance (1-yr.): 7.06% | Expenses: 0.33% |
| Performance (1-mo.): 1.46% | Total Assets: $1.02B |
#12 Harbor Target Retirement 2015 Fund (HARGX)
| Performance (1-yr.): 11.35% | Expenses: 0.64% |
| Performance (1-mo.): 1.11% | Total Assets: $12.38M |
#13 JPMorgan SmartRetirement® 2015 Fund (JSFAX)
| Performance (1-yr.): 13.82% | Expenses: 0.91% |
| Performance (1-mo.): 0.53% | Total Assets: $1.29B |
#14 Fidelity Freedom K 2015 Fund (FKVFX)
| Performance (1-yr.): 12.97% | Expenses: 0.52% |
| Performance (1-mo.): 0.34% | Total Assets: $7.3B |
#15 American Century Asset Allocation Portfolios One ChoiceSM 2015 Portfolio (ARFAX)
| Performance (1-yr.): 12.49% | Expenses: 1.05% |
| Performance (1-mo.): 0.08% | Total Assets: $1.12B |
#16 Fidelity Freedom 2015 Fund (FFVFX)
| Performance (1-yr.): 12.86% | Expenses: 0.62% |
| Performance (1-mo.): 0.35% | Total Assets: $6.51B |
#17 MassMutual RetireSMART 2015 Fund (MMJAX)
| Performance (1-yr.): 15.60% | Expenses: 1.23% |
| Performance (1-mo.): 0.26% | Total Assets: $12.1M |
#18 Fidelity Freedom Index 2015 Fund (FLIFX)
| Performance (1-yr.): 11.60% | Expenses: 0.19% |
| Performance (1-mo.): 0.62% | Total Assets: $679.77M |
#19 BlackRock LifePath Active 2015 Portfolio (BAPBX)
| Performance (1-yr.): 14.53% | Expenses: 0.96% |
| Performance (1-mo.): 0.00% | Total Assets: $19.14M |
#20 John Hancock Funds II Retirement Living through 2015 Portfolio (JLBAX)
| Performance (1-yr.): 15.86% | Expenses: 1.34% |
| Performance (1-mo.): 0.00% | Total Assets: $668.33M |
