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®
#11 MainStay Retirement 2030 Fund (MRTTX)
| Performance (1-yr.): 21.37% | Expenses: 1.17% |
| Performance (1-mo.): 0.71% | Total Assets: $129.78M |
#12 American Century Asset Allocation Portfolios One ChoiceSM 2030 Portfolio (ARCMX)
| Performance (1-yr.): 16.54% | Expenses: 1.13% |
| Performance (1-mo.): 0.35% | Total Assets: $854.23M |
#13 Fidelity Freedom Index 2030 Fund (FXIFX)
| Performance (1-yr.): 16.65% | Expenses: 0.19% |
| Performance (1-mo.): 0.20% | Total Assets: $1.27B |
#13 Manning & Napier Target 2030 Series Fund (MTPCX)
| Performance (1-yr.): 20.73% | Expenses: 1.88% |
| Performance (1-mo.): 0.38% | Total Assets: $161.78M |
#15 Legg Mason Target Retirement 2030 (LMVAX)
| Performance (1-yr.): 21.54% | Expenses: 1.15% |
| Performance (1-mo.): 0.69% | Total Assets: $4.85M |
#15 USAA Target Retirement 2030 Fund (URTRX)
| Performance (1-yr.): 16.70% | Expenses: 0.79% |
| Performance (1-mo.): 0.48% | Total Assets: $974.52M |
#17 Fidelity Freedom K 2030 Fund (FFKEX)
| Performance (1-yr.): 18.35% | Expenses: 0.62% |
| Performance (1-mo.): 0.10% | Total Assets: $13.45B |
#18 Fidelity Freedom 2030 Fund (FFFEX)
| Performance (1-yr.): 18.19% | Expenses: 0.74% |
| Performance (1-mo.): 0.10% | Total Assets: $10.78B |
#19 Principal LifeTime 2030 Fund (PTCAX)
| Performance (1-yr.): 19.57% | Expenses: 1.13% |
| Performance (1-mo.): 0.15% | Total Assets: $5.82B |
#20 MassMutual RetireSMART 2030 Fund (MRYAX)
| Performance (1-yr.): 21.80% | Expenses: 1.34% |
| Performance (1-mo.): 0.53% | Total Assets: $385.9M |
