Target Date 2026-2030

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 2026-2030) 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®

AllianceBernstein 2030 Retirement Strategies Fund (LTJAX)

Performance (1-yr.): 21.27% Expenses: 1.06%
Performance (1-mo.): 1.83% Total Assets: $167.31M
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AllianzGI Retirement 2030 Fund (ABLAX)

Performance (1-yr.): 12.83% Expenses: 1.03%
Performance (1-mo.): 1.18% Total Assets: $61.14M
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American Century Asset Allocation Portfolios One ChoiceSM 2030 Portfolio (ARCMX)

Performance (1-yr.): 15.27% Expenses: 1.12%
Performance (1-mo.): 1.53% Total Assets: $1.3B
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American Century Investments One Choice 2030 Portfolio R6 (ARCUX)

Performance (1-yr.): Expenses: 0.59%
Performance (1-mo.): 1.66% Total Assets: $35.06M
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American Funds 2030 Target Date Retirement Fund® (AAETX)

Performance (1-yr.): 21.54% Expenses: 0.75%
Performance (1-mo.): 1.55% Total Assets: $3.53B
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BlackRock LifePath 2030 Portfolio (LPRDX)

Performance (1-yr.): 16.34% Expenses: 1.10%
Performance (1-mo.): 1.45% Total Assets: $979.61M
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BlackRock LifePath Active 2030 Portfolio (BAPEX)

Performance (1-yr.): 16.37% Expenses: 0.93%
Performance (1-mo.): 1.39% Total Assets: $31.01M
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BlackRock Lifepath Index 2030 Portfolio (LINIX)

Performance (1-yr.): 16.77% Expenses: 0.24%
Performance (1-mo.): 1.36% Total Assets: $677.77M
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BMO Target Retirement 2030 Fund (BTRLX)

Performance (1-yr.): 19.77% Expenses: 0.61%
Performance (1-mo.): 1.86% Total Assets: $106.45M
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Citi Market Pilot 2030 Fund (CFTYX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 1.57% Total Assets: $5.18M
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Top Performing Target Date 2026-2030 Funds As of 07.03.2014

Vantagepoint Milestone 2030 Fund (VPRMX)

Total Return: 2.24%

Fidelity Freedom K® 2030 Fund (FFKEX)

Total Return: 2.17%

Fidelity Freedom® 2030 Fund (FFFEX)

Total Return: 2.16%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 21.88%

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 21.54%

Manning & Napier Target 2030 Series Fund (MTPIX)

Total Return: 21.29%

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 12.72%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 12.08%

Manning & Napier Target 2030 Series Fund (MTPIX)

Total Return: 11.53%

* Annualized