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®

#32 AllianceBernstein 2020 Retirement Strategies Fund (LTHAX)

Performance (1-yr.): 13.81% Expenses: 1.02%
Performance (1-mo.): 4.11% Total Assets: $216.38M
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#32 Hartford Target Retirement 2020 Fund (HTWAX)

Performance (1-yr.): 10.19% Expenses: 1.05%
Performance (1-mo.): 2.94% Total Assets: $152.49M
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#34 PIMCO RealRetirement 2020 Fund (PTYAX)

Performance (1-yr.): 1.57% Expenses: 1.11%
Performance (1-mo.): 2.07% Total Assets: $99.6M
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#35 AllianzGI Retirement 2020 Fund (AGLAX)

Performance (1-yr.): 3.52% Expenses: 0.99%
Performance (1-mo.): 2.06% Total Assets: $48.15M
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American Century Investments One Choice 2020 Portfolio R6 (ARBDX)

Performance (1-yr.): Expenses: 0.55%
Performance (1-mo.): 2.93% Total Assets: $23.27M
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BlackRock Lifepath Index 2020 Portfolio (LIQIX)

Performance (1-yr.): 10.33% Expenses: 0.24%
Performance (1-mo.): 2.79% Total Assets: $674.13M
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BMO Target Retirement 2020 Fund (BTRGX)

Performance (1-yr.): 14.46% Expenses: 0.54%
Performance (1-mo.): 3.52% Total Assets: $107.32M
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Franklin LifeSmart 2020™ Retirement Target Fund (None)

Performance (1-yr.): Expenses: 0.91%
Performance (1-mo.): 3.51% Total Assets: $3.3M
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Great-West SecureFoundation® Lifetime 2020 Fund (MXSMX)

Performance (1-yr.): 12.37% Expenses: 0.67%
Performance (1-mo.): 2.86% Total Assets: $14.1M
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ING Index Solution 2020 Portfolio (IDXBX)

Performance (1-yr.): 12.55% Expenses: 0.51%
Performance (1-mo.): 3.16% Total Assets: $18,587
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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