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®
Great-West Lifetime 2015 Fund III (MXLYX)
| Performance (1-yr.): 11.42% | Expenses: 0.85% |
| Performance (1-mo.): 1.77% | Total Assets: $25.25M |
Great-West SecureFoundation® Lifetime 2015 Fund (MXSJX)
| Performance (1-yr.): 11.06% | Expenses: 0.66% |
| Performance (1-mo.): 1.61% | Total Assets: $61.45M |
ING Index Solution 2015 Portfolio (ISSIX)
| Performance (1-yr.): 9.60% | Expenses: 0.52% |
| Performance (1-mo.): 1.56% | Total Assets: $284.08M |
ING Solution 2015 Portfolio (ISOIX)
| Performance (1-yr.): 8.82% | Expenses: 0.78% |
| Performance (1-mo.): 1.35% | Total Assets: $750.72M |
John Hancock Funds II Retirement Choices at 2015 Portfolio (JRFOX)
| Performance (1-yr.): 5.57% | Expenses: 0.72% |
| Performance (1-mo.): 0.98% | Total Assets: $410.54M |
JPMorgan SmartRetirement® Blend 2015 Fund (JSBEX)
| Performance (1-yr.): — | Expenses: 0.70% |
| Performance (1-mo.): 1.81% | Total Assets: $12.74M |
Manning & Napier Target 2015 Series (MTJCX)
| Performance (1-yr.): — | Expenses: 1.88% |
| Performance (1-mo.): 0.89% | Total Assets: $2.94M |
MassMutual RetireSMART 2015 Fund (MMJAX)
| Performance (1-yr.): 10.25% | Expenses: 1.27% |
| Performance (1-mo.): 1.48% | Total Assets: $12.21M |
MFS Lifetime 2015 Fund (LFTDX)
| Performance (1-yr.): — | Expenses: 0.93% |
| Performance (1-mo.): 1.16% | Total Assets: $29.91M |
PIMCO RealRetirement 2015 Fund (PTNYX)
| Performance (1-yr.): 8.51% | Expenses: 1.25% |
| Performance (1-mo.): 1.15% | Total Assets: $49.6M |
