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®

JPMorgan SmartRetirement® Blend 2025 Fund (JBBSX)

Performance (1-yr.): 13.47% Expenses: 0.50%
Performance (1-mo.): 3.75% Total Assets: $48.1M
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KP Retirement Path 2025 Fund (KPRCX)

Performance (1-yr.): Expenses: 0.46%
Performance (1-mo.): 3.16% Total Assets: $578.66M
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Manning & Napier Target 2025 Series (MTOAX)

Performance (1-yr.): 16.00% Expenses: 0.88%
Performance (1-mo.): 4.08% Total Assets: $16.66M
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MFS® Lifetime® 2025 Fund (LTTAX)

Performance (1-yr.): 14.52% Expenses: 1.00%
Performance (1-mo.): 3.78% Total Assets: $80.28M
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PIMCO RealRetirement 2025 Fund (PENZX)

Performance (1-yr.): 2.61% Expenses: 1.14%
Performance (1-mo.): 2.70% Total Assets: $78.0M
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Strategic Advisers® Multi-Manager 2025 Fund (FEDPX)

Performance (1-yr.): 13.84% Expenses: 0.94%
Performance (1-mo.): 3.84% Total Assets: $553,385
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T. Rowe Price Target Retirement 2025 Fund (PAJRX)

Performance (1-yr.): Expenses: 0.94%
Performance (1-mo.): 3.31% Total Assets: $9.37M
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Wells Fargo Advantage Dow Jones Target 2025 Fund (WFAYX)

Performance (1-yr.): 10.99% Expenses: 0.86%
Performance (1-mo.): 2.92% Total Assets: $2.35B
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Top Performing Target Date 2021-2025 Funds As of 03.05.2014

AllianceBernstein 2025 Retirement Strategies Fund (LTIAX)

Total Return: 4.52%

BMO Target Retirement 2025 Fund (BRTFX)

Total Return: 4.49%

Legg Mason Target Retirement 2025 (LMXAX)

Total Return: 4.17%

American Funds 2025 Target Date Retirement Fund® (AADTX)

Total Return: 20.40%

Franklin LifeSmart™ 2025 Retirement Target Fund (FTRTX)

Total Return: 19.78%

T. Rowe Price Retirement 2025 Fund (TRRHX)

Total Return: 18.30%

American Funds 2025 Target Date Retirement Fund® (AADTX)

Total Return: 11.31%

T. Rowe Price Retirement 2025 Fund (TRRHX)

Total Return: 10.12%

Schwab Target 2025 Fund (SWHRX)

Total Return: 10.02%

* Annualized