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 Schwab Target 2030 Fund (SWDRX)
| Performance (1-yr.): 21.11% | Expenses: 0.75% |
| Performance (1-mo.): 0.59% | Total Assets: $534.65M |
#1 TIAA-CREF Lifecycle Index 2030 Fund (TLHIX)
| Performance (1-yr.): 20.90% | Expenses: 0.17% |
| Performance (1-mo.): 0.29% | Total Assets: $297.78M |
#3 Vanguard Target Retirement 2030 Fund (VTHRX)
| Performance (1-yr.): 20.93% | Expenses: 0.17% |
| Performance (1-mo.): 0.20% | Total Assets: $17.22B |
#4 American Funds Target Date Retirement 2030 Fund (AAETX)
| Performance (1-yr.): 24.19% | Expenses: 0.77% |
| Performance (1-mo.): 0.81% | Total Assets: $2.43B |
#4 T. Rowe Price Retirement 2030 Fund (TRRCX)
| Performance (1-yr.): 22.71% | Expenses: 0.75% |
| Performance (1-mo.): 0.78% | Total Assets: $15.9B |
#6 Vantagepoint Milestone 2030 Fund (VPRMX)
| Performance (1-yr.): 21.68% | Expenses: 0.86% |
| Performance (1-mo.): 1.25% | Total Assets: $361.98M |
#7 JPMorgan SmartRetirement® 2030 Fund (JSMAX)
| Performance (1-yr.): 22.47% | Expenses: 1.01% |
| Performance (1-mo.): 0.35% | Total Assets: $2.3B |
#8 TIAA-CREF Lifecycle 2030 Retirement Fund (TCLNX)
| Performance (1-yr.): 22.15% | Expenses: 0.72% |
| Performance (1-mo.): 0.57% | Total Assets: $1.71B |
#9 MFS Lifetime 2030 Fund (MLTAX)
| Performance (1-yr.): 22.38% | Expenses: 1.08% |
| Performance (1-mo.): 0.08% | Total Assets: $235.74M |
#10 Nationwide Destination 2030 Fund (NWIAX)
| Performance (1-yr.): 22.26% | Expenses: 0.93% |
| Performance (1-mo.): 0.00% | Total Assets: $230.8M |
