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®

#21 BlackRock LifePath Active 2030 Portfolio (BAPEX)

Performance (1-yr.): 15.33% Expenses: 0.93%
Performance (1-mo.): 3.40% Total Assets: $28.0M
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#22 Harbor Target Retirement 2030 Fund (HARPX)

Performance (1-yr.): 12.91% Expenses: 0.72%
Performance (1-mo.): 3.86% Total Assets: $24.75M
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#23 Legg Mason Target Retirement 2030 (LMVAX)

Performance (1-yr.): 14.96% Expenses: 1.15%
Performance (1-mo.): 4.31% Total Assets: $5.42M
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#23 MassMutual RetireSMART 2030 Fund (MRYAX)

Performance (1-yr.): 17.81% Expenses: 1.34%
Performance (1-mo.): 4.26% Total Assets: $432.47M
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#25 Hartford Target Retirement 2030 Fund (HTHAX)

Performance (1-yr.): 14.43% Expenses: 1.05%
Performance (1-mo.): 3.49% Total Assets: $186.6M
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#26 DWS LifeCompass 2030 Fund (PLUSX)

Performance (1-yr.): 16.56% Expenses: 1.07%
Performance (1-mo.): 3.79% Total Assets: $59.99M
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#27 Fidelity Advisor Freedom 2030 Fund® (FAFEX)

Performance (1-yr.): 15.25% Expenses: 1.03%
Performance (1-mo.): 4.50% Total Assets: $3.25B
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#28 Russell LifePoints 2030 Strategy Fund (RRLAX)

Performance (1-yr.): 14.33% Expenses: 1.02%
Performance (1-mo.): 3.69% Total Assets: $169.31M
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#29 State Farm LifePath 2030 Fund (SAYAX)

Performance (1-yr.): 12.51% Expenses: 1.19%
Performance (1-mo.): 3.53% Total Assets: $1.65B
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#30 BlackRock LifePath 2030 Portfolio (LPRDX)

Performance (1-yr.): 12.62% Expenses: 1.10%
Performance (1-mo.): 3.52% Total Assets: $971.79M
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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