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®

Manning & Napier Target 2015 Series (MTJIX)

Performance (1-yr.): 12.07% Expenses: 0.88%
Performance (1-mo.): 3.28% Total Assets: $7.66M
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MFS® Lifetime® 2015 Fund (LFTDX)

Performance (1-yr.): 6.68% Expenses: 0.91%
Performance (1-mo.): 2.10% Total Assets: $41.71M
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PIMCO RealRetirement 2015 Fund (PTNYX)

Performance (1-yr.): 1.13% Expenses: 1.09%
Performance (1-mo.): 1.88% Total Assets: $51.55M
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Strategic Advisers Multi-Manager 2015 Fund (FEJPX)

Performance (1-yr.): 10.18% Expenses: 0.86%
Performance (1-mo.): 3.01% Total Assets: $868,758
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T. Rowe Price Target Retirement 2015 Fund (PAHRX)

Performance (1-yr.): Expenses: 0.87%
Performance (1-mo.): 2.68% Total Assets: $14.25M
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Wells Fargo Advantage Dow Jones Target 2015 Fund (None)

Performance (1-yr.): 5.56% Expenses: 0.84%
Performance (1-mo.): 1.86% Total Assets: $960.3M
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Top Performing Target Date 2011-2015 Funds As of 03.05.2014

AllianceBernstein 2015 Retirement Strategies Fund (LTEAX)

Total Return: 3.76%

Legg Mason Target Retirement 2015 (LMFAX)

Total Return: 3.39%

BMO Target Retirement 2015 Fund (BRTBX)

Total Return: 3.34%

American Funds 2015 Target Date Retirement Fund® (AABTX)

Total Return: 13.89%

T. Rowe Price Retirement 2015 Fund (TRRGX)

Total Return: 13.50%

TIAA-CREF Lifecycle 2015 Retirement Fund (TCLIX)

Total Return: 12.55%

American Funds 2015 Target Date Retirement Fund® (AABTX)

Total Return: 8.88%

T. Rowe Price Retirement 2015 Fund (TRRGX)

Total Return: 8.53%

TIAA-CREF Lifecycle 2015 Retirement Fund (TCLIX)

Total Return: 8.44%

* Annualized