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®

John Hancock Funds Retirement Living through 2020 Portfolio (JLDAX)

Performance (1-yr.): 16.47% Expenses: 1.33%
Performance (1-mo.): 1.49% Total Assets: $1.26B
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JPMorgan SmartRetirement® 2020 Fund (JTTAX)

Performance (1-yr.): 14.87% Expenses: 0.91%
Performance (1-mo.): 1.44% Total Assets: $4.36B
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JPMorgan SmartRetirement® Blend 2020 Fund (JBSRX)

Performance (1-yr.): 15.15% Expenses: 0.50%
Performance (1-mo.): 1.25% Total Assets: $100.46M
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KP Retirement Path 2020 Fund (KPRBX)

Performance (1-yr.): Expenses: 0.42%
Performance (1-mo.): 0.97% Total Assets: $660.02M
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MainStay Retirement 2020 Fund (MYROX)

Performance (1-yr.): 15.42% Expenses: 1.05%
Performance (1-mo.): 1.20% Total Assets: $143.86M
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Manning & Napier Target 2020 Series Fund (MTNIX)

Performance (1-yr.): 17.17% Expenses: 0.86%
Performance (1-mo.): 1.35% Total Assets: $185.42M
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MassMutual RetireSMART 2020 Fund (MRTAX)

Performance (1-yr.): 16.59% Expenses: 1.21%
Performance (1-mo.): 1.53% Total Assets: $553.8M
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MFS® Lifetime® 2020 Fund (MFLAX)

Performance (1-yr.): 12.48% Expenses: 0.94%
Performance (1-mo.): 0.90% Total Assets: $368.88M
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Nationwide Destination 2020 Fund (NWAFX)

Performance (1-yr.): 15.10% Expenses: 0.92%
Performance (1-mo.): 1.40% Total Assets: $261.38M
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PIMCO RealRetirement 2020 Fund (PTYAX)

Performance (1-yr.): 8.80% Expenses: 1.10%
Performance (1-mo.): 0.90% Total Assets: $122.22M
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Top Performing Target Date 2016-2020 Funds As of 07.03.2014

Vantagepoint Milestone 2020 Fund (VPROX)

Total Return: 1.74%

Franklin LifeSmart 2020™ Retirement Target Fund

Total Return: 1.67%

Fidelity Advisor Freedom 2020 Fund® (FDAFX)

Total Return: 1.63%

T. Rowe Price Retirement 2020 Fund (TRRBX)

Total Return: 18.59%

AllianceBernstein 2020 Retirement Strategies Fund (LTHAX)

Total Return: 18.33%

Manning & Napier Target 2020 Series Fund (MTNIX)

Total Return: 17.17%

T. Rowe Price Retirement 2020 Fund (TRRBX)

Total Return: 10.55%

American Funds 2020 Target Date Retirement Fund® (AACTX)

Total Return: 10.55%

BMO Target Retirement 2020 Fund (BTRGX)

Total Return: 9.81%

* Annualized