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®

#1 T. Rowe Price Retirement 2030 Fund (TRRCX)

Performance (1-yr.): 20.23% Expenses: 0.75%
Performance (1-mo.): 4.26% Total Assets: $18.97B
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#2 Schwab Target 2030 Fund (SWDRX)

Performance (1-yr.): 18.11% Expenses: 0.74%
Performance (1-mo.): 3.90% Total Assets: $644.09M
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#3 TIAA-CREF Lifecycle 2030 Retirement Fund (TCLNX)

Performance (1-yr.): 18.93% Expenses: 0.70%
Performance (1-mo.): 4.28% Total Assets: $2.17B
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#4 Vanguard Target Retirement 2030 Fund (VTHRX)

Performance (1-yr.): 17.23% Expenses: 0.17%
Performance (1-mo.): 3.89% Total Assets: $20.61B
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#5 American Funds 2030 Target Date Retirement Fund® (AAETX)

Performance (1-yr.): 21.98% Expenses: 0.75%
Performance (1-mo.): 4.48% Total Assets: $3.05B
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#5 TIAA-CREF Lifecycle Index 2030 Fund (TLHIX)

Performance (1-yr.): 17.48% Expenses: 0.17%
Performance (1-mo.): 3.84% Total Assets: $395.59M
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#7 Vantagepoint Milestone 2030 Fund (VPRMX)

Performance (1-yr.): 18.36% Expenses: 0.85%
Performance (1-mo.): 3.94% Total Assets: $457.96M
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#8 Manning & Napier Target 2030 Series Fund (MTPIX)

Performance (1-yr.): 17.82% Expenses: 0.88%
Performance (1-mo.): 4.30% Total Assets: $185.5M
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#9 John Hancock Funds Retirement Living through 2030 Portfolio (JLFAX)

Performance (1-yr.): 18.37% Expenses: 1.33%
Performance (1-mo.): 4.41% Total Assets: $1.25B
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#10 JPMorgan SmartRetirement® 2030 Fund (JSMAX)

Performance (1-yr.): 16.84% Expenses: 0.98%
Performance (1-mo.): 4.12% Total Assets: $3.61B
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Top Performing Target Date 2026-2030 Funds As of 03.05.2014

AllianceBernstein 2030 Retirement Strategies Fund (LTJAX)

Total Return: 4.80%

MFS® Lifetime® 2030 Fund (MLTAX)

Total Return: 4.50%

Fidelity Advisor Freedom 2030 Fund® (FAFEX)

Total Return: 4.50%

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 21.98%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 20.23%

TIAA-CREF Lifecycle 2030 Retirement Fund (TCLNX)

Total Return: 18.93%

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 11.83%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 10.77%

Schwab Target 2030 Fund (SWDRX)

Total Return: 10.59%

* Annualized