Target Date 2016-2020

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 2016-2020) 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 2020 Fund (TLWIX)

Performance (1-yr.): 13.49% Expenses: 0.16%
Performance (1-mo.): 3.18% Total Assets: $378.85M
See all details for TLWIX »

#2 T. Rowe Price Retirement 2020 Fund (TRRBX)

Performance (1-yr.): 15.99% Expenses: 0.69%
Performance (1-mo.): 3.65% Total Assets: $20.64B
See all details for TRRBX »

#3 American Funds 2020 Target Date Retirement Fund® (AACTX)

Performance (1-yr.): 16.21% Expenses: 0.73%
Performance (1-mo.): 3.45% Total Assets: $3.24B
See all details for AACTX »

#3 Schwab Target 2020 Fund (SWCRX)

Performance (1-yr.): 13.86% Expenses: 0.65%
Performance (1-mo.): 3.13% Total Assets: $437.06M
See all details for SWCRX »

#5 TIAA-CREF Lifecycle 2020 Retirement Fund (TCLTX)

Performance (1-yr.): 14.63% Expenses: 0.67%
Performance (1-mo.): 3.55% Total Assets: $2.27B
See all details for TCLTX »

#6 Vanguard Target Retirement 2020 Fund (VTWNX)

Performance (1-yr.): 13.78% Expenses: 0.16%
Performance (1-mo.): 3.23% Total Assets: $25.03B
See all details for VTWNX »

#7 Vantagepoint Milestone 2020 Fund (VPROX)

Performance (1-yr.): 14.09% Expenses: 0.83%
Performance (1-mo.): 3.14% Total Assets: $674.09M
See all details for VPROX »

#8 MFS® Lifetime® 2020 Fund (MFLAX)

Performance (1-yr.): 10.10% Expenses: 0.94%
Performance (1-mo.): 2.81% Total Assets: $347.14M
See all details for MFLAX »

#9 JPMorgan SmartRetirement® 2020 Fund (JTTAX)

Performance (1-yr.): 12.18% Expenses: 0.91%
Performance (1-mo.): 3.25% Total Assets: $3.8B
See all details for JTTAX »

#9 Principal LifeTime 2020 Fund (PTBAX)

Performance (1-yr.): 13.57% Expenses: 1.09%
Performance (1-mo.): 3.49% Total Assets: $6.65B
See all details for PTBAX »

Top Performing Target Date 2016-2020 Funds As of 03.05.2014

AllianceBernstein 2020 Retirement Strategies Fund (LTHAX)

Total Return: 4.11%

Legg Mason Target Retirement 2020 (LMWAX)

Total Return: 3.88%

MassMutual RetireSMART 2020 Fund (MRTAX)

Total Return: 3.65%

American Funds 2020 Target Date Retirement Fund® (AACTX)

Total Return: 16.21%

T. Rowe Price Retirement 2020 Fund (TRRBX)

Total Return: 15.99%

TIAA-CREF Lifecycle 2020 Retirement Fund (TCLTX)

Total Return: 14.63%

American Funds 2020 Target Date Retirement Fund® (AACTX)

Total Return: 9.77%

T. Rowe Price Retirement 2020 Fund (TRRBX)

Total Return: 9.41%

TIAA-CREF Lifecycle 2020 Retirement Fund (TCLTX)

Total Return: 9.11%

* Annualized