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®
#21 Fidelity Advisor Freedom 2025 Fund (FATWX)
| Performance (1-yr.): 10.82% | Expenses: 0.96% |
| Performance (1-mo.): 1.42% | Total Assets: $2.98B |
#22 The Hartford Target Retirement 2025 Fund (HTKRX)
| Performance (1-yr.): 9.97% | Expenses: 1.35% |
| Performance (1-mo.): 1.78% | Total Assets: $82.48M |
#23 Putnam RetirementReady 2025 Fund (PRROX)
| Performance (1-yr.): 10.56% | Expenses: 1.07% |
| Performance (1-mo.): 1.34% | Total Assets: $41.82M |
#24 Franklin Templeton 2025 Retirement Target Fund (FTRTX)
| Performance (1-yr.): 9.48% | Expenses: 1.18% |
| Performance (1-mo.): 1.38% | Total Assets: $74.71M |
#26 BlackRock LifePath Active 2025 Portfolio (BAPDX)
| Performance (1-yr.): 10.43% | Expenses: 0.99% |
| Performance (1-mo.): 1.53% | Total Assets: $21.68M |
#27 AllianceBernstein 2025 Retirement Strategies Fund (LTIAX)
| Performance (1-yr.): 10.39% | Expenses: 1.04% |
| Performance (1-mo.): 1.66% | Total Assets: $209.72M |
AllianzGI Retirement 2025 Fund (GVSAX)
| Performance (1-yr.): 8.99% | Expenses: 1.01% |
| Performance (1-mo.): 1.14% | Total Assets: $23.72M |
BlackRock LifePath 2025 Portfolio (LPBAX)
| Performance (1-yr.): 9.25% | Expenses: 1.10% |
| Performance (1-mo.): 1.82% | Total Assets: $42.31M |
BlackRock Lifepath Index 2025 Portfolio (LILAX)
| Performance (1-yr.): 11.29% | Expenses: 0.51% |
| Performance (1-mo.): 1.95% | Total Assets: $180.75M |
Great-West Lifetime 2025 Fund I (MXALX)
| Performance (1-yr.): 10.92% | Expenses: 0.89% |
| Performance (1-mo.): 1.73% | Total Assets: $277.92M |
