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 JPMorgan SmartRetirement® 2030 Fund (JSMAX)

Performance (1-yr.): 14.59% Expenses: 0.98%
Performance (1-mo.): 0.35% Total Assets: $3.71B
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#12 Principal LifeTime 2030 Fund (PTCAX)

Performance (1-yr.): 13.71% Expenses: 1.12%
Performance (1-mo.): 0.41% Total Assets: $6.56B
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#13 Nationwide Destination 2030 Fund (NWIAX)

Performance (1-yr.): 14.27% Expenses: 0.92%
Performance (1-mo.): 0.05% Total Assets: $275.07M
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#14 John Hancock Funds Retirement Living through 2030 Portfolio (JLFAX)

Performance (1-yr.): 15.77% Expenses: 1.33%
Performance (1-mo.): 0.09% Total Assets: $1.26B
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#15 Fidelity Freedom® 2030 Fund (FFFEX)

Performance (1-yr.): 13.08% Expenses: 0.79%
Performance (1-mo.): 0.30% Total Assets: $10.96B
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#16 Fidelity Freedom K® 2030 Fund (FFKEX)

Performance (1-yr.): 13.20% Expenses: 0.67%
Performance (1-mo.): 0.25% Total Assets: $14.96B
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#17 Legg Mason Target Retirement 2030 (LMVAX)

Performance (1-yr.): 13.47% Expenses: 1.15%
Performance (1-mo.): 0.43% Total Assets: $5.24M
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#17 MainStay Retirement 2030 Fund (MRTTX)

Performance (1-yr.): 15.04% Expenses: 1.08%
Performance (1-mo.): 0.19% Total Assets: $163.34M
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#19 MassMutual RetireSMART 2030 Fund (MRYAX)

Performance (1-yr.): 15.10% Expenses: 1.24%
Performance (1-mo.): 0.08% Total Assets: $437.96M
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#20 USAA Target Retirement 2030 Fund (URTRX)

Performance (1-yr.): 10.59% Expenses: 0.79%
Performance (1-mo.): 0.38% Total Assets: $1.1B
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Top Performing Target Date 2026-2030 Funds As of 04.22.2014

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 18.65%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 17.26%

BMO Target Retirement 2030 Fund (BTRLX)

Total Return: 16.16%

American Funds 2030 Target Date Retirement Fund® (AAETX)

Total Return: 11.51%

T. Rowe Price Retirement 2030 Fund (TRRCX)

Total Return: 10.54%

Schwab Target 2030 Fund (SWDRX)

Total Return: 10.31%

* Annualized