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®
#21 John Hancock Funds II Retirement Living through 2020 Portfolio (JLDAX)
| Performance (1-yr.): 11.57% | Expenses: 1.34% |
| Performance (1-mo.): 1.63% | Total Assets: $1.08B |
#21 Nationwide Destination 2020 Fund (NWAFX)
| Performance (1-yr.): 12.77% | Expenses: 0.94% |
| Performance (1-mo.): 1.89% | Total Assets: $229.01M |
#23 Manning & Napier Target 2020 Series Fund (MTNCX)
| Performance (1-yr.): 11.08% | Expenses: 1.87% |
| Performance (1-mo.): 0.80% | Total Assets: $164.23M |
#24 Principal LifeTime 2020 Fund (PTBAX)
| Performance (1-yr.): 11.66% | Expenses: 1.09% |
| Performance (1-mo.): 1.72% | Total Assets: $6.13B |
#25 Russell LifePoints 2020 Strategy Fund (RLLAX)
| Performance (1-yr.): 9.47% | Expenses: 0.96% |
| Performance (1-mo.): 1.53% | Total Assets: $239.35M |
#26 BlackRock LifePath 2020 Portfolio (LPRCX)
| Performance (1-yr.): 8.34% | Expenses: 1.10% |
| Performance (1-mo.): 1.63% | Total Assets: $1.16B |
#27 State Farm LifePath 2020 Fund (SAWAX)
| Performance (1-yr.): 8.29% | Expenses: 1.26% |
| Performance (1-mo.): 1.61% | Total Assets: $1.55B |
#28 DWS LifeCompass 2020 Fund (SUPAX)
| Performance (1-yr.): 9.97% | Expenses: 1.10% |
| Performance (1-mo.): 1.61% | Total Assets: $186.33M |
#30 Wells Fargo Advantage Dow Jones Target 2020 Fund (STTRX)
| Performance (1-yr.): 7.23% | Expenses: 1.01% |
| Performance (1-mo.): 1.22% | Total Assets: $2.68B |
#31 AllianzGI Retirement 2020 Fund (AGLAX)
| Performance (1-yr.): 8.88% | Expenses: 0.99% |
| Performance (1-mo.): 1.15% | Total Assets: $28.62M |
