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 II Retirement Choices at 2020 Portfolio (JRWOX)

Performance (1-yr.): 8.36% Expenses: 0.72%
Performance (1-mo.): 1.39% Total Assets: $729.8M
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JPMorgan SmartRetirement® Blend 2020 Fund (JSSRX)

Performance (1-yr.): Expenses: 0.70%
Performance (1-mo.): 2.16% Total Assets: $17.63M
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Lincoln Advisors Presidential Protected Profile 2020 Fund (PZBAX)

Performance (1-yr.): 8.42% Expenses: 1.08%
Performance (1-mo.): 1.54% Total Assets: $14.36M
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PNC Target 2020 Fund (PDTCX)

Performance (1-yr.): Expenses: 0.71%
Performance (1-mo.): 1.35% Total Assets: $1.06M
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Strategic Advisers Multi-Manager 2020 Fund (FEKPX)

Performance (1-yr.): Expenses: 0.81%
Performance (1-mo.): 1.25% Total Assets: $106,639
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Top Performing Target Date 2016-2020 Funds as of 05.03.2013

Legg Mason Target Retirement 2020 (LMWAX)

Total Return: 2.61%

American Funds Target Date Retirement 2020 Fund (AACTX)

Total Return: 2.24%

JPMorgan SmartRetirement® Blend 2020 Fund (JSSRX)

Total Return: 2.16%

American Funds Target Date Retirement 2020 Fund (AACTX)

Total Return: 12.79%

Nationwide Destination 2020 Fund (NWAFX)

Total Return: 12.77%

Legg Mason Target Retirement 2020 (LMWAX)

Total Return: 12.32%

Invesco Balanced-Risk Retirement 2020 Fund (AFTAX)

Total Return: 10.51%

T. Rowe Price Retirement 2020 Fund (TRRBX)

Total Return: 9.60%

American Funds Target Date Retirement 2020 Fund (AACTX)

Total Return: 9.45%

* annualized