Target Date 2021-2025
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 2021-2025) 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®
#11 Fidelity Freedom Index 2025 Fund (FQIFX)
| Performance (1-yr.): 15.81% | Expenses: 0.19% |
| Performance (1-mo.): 0.35% | Total Assets: $1.01B |
#12 Wells Fargo Advantage Dow Jones Target 2025 Fund (WFTYX)
| Performance (1-yr.): 13.74% | Expenses: 0.35% |
| Performance (1-mo.): 0.78% | Total Assets: $2.32B |
#13 Fidelity Freedom 2025 Fund (FFTWX)
| Performance (1-yr.): 17.29% | Expenses: 0.72% |
| Performance (1-mo.): 0.03% | Total Assets: $8.38B |
#14 Fidelity Freedom K 2025 Fund (FKTWX)
| Performance (1-yr.): 17.45% | Expenses: 0.60% |
| Performance (1-mo.): 0.02% | Total Assets: $10.39B |
#14 Russell LifePoints 2025 Strategy Fund (RPLRX)
| Performance (1-yr.): 16.45% | Expenses: 0.77% |
| Performance (1-mo.): 0.38% | Total Assets: $60.81M |
#16 American Century Asset Allocation Portfolios One ChoiceSM 2025 Portfolio (ARWAX)
| Performance (1-yr.): 14.92% | Expenses: 1.11% |
| Performance (1-mo.): 0.07% | Total Assets: $1.68B |
#17 Nationwide Destination 2025 Fund (NWHAX)
| Performance (1-yr.): 19.73% | Expenses: 0.94% |
| Performance (1-mo.): 0.51% | Total Assets: $221.92M |
#18 Legg Mason Target Retirement 2025 (LMXAX)
| Performance (1-yr.): 19.73% | Expenses: 1.15% |
| Performance (1-mo.): 1.13% | Total Assets: $7.63M |
#19 Harbor Target Retirement 2025 Fund (HARMX)
| Performance (1-yr.): 14.50% | Expenses: 0.69% |
| Performance (1-mo.): 0.69% | Total Assets: $8.81M |
#20 MassMutual RetireSMART 2025 Fund (MMSDX)
| Performance (1-yr.): 20.88% | Expenses: 1.28% |
| Performance (1-mo.): 0.42% | Total Assets: $11.97M |
