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 American Century Asset Allocation Portfolios LIVESTRONG 2030 Portfolio (ARCMX)
| Performance (1-yr.): 10.83% | Expenses: 1.13% |
| Performance (1-mo.): 1.52% | Total Assets: $834.06M |
#22 Putnam RetirementReady 2030 Fund (PRRQX)
| Performance (1-yr.): 12.32% | Expenses: 1.10% |
| Performance (1-mo.): 1.57% | Total Assets: $36.7M |
#23 MassMutual RetireSMART 2030 Fund (MRYAX)
| Performance (1-yr.): 12.76% | Expenses: 1.37% |
| Performance (1-mo.): 1.69% | Total Assets: $380.49M |
#23 Wells Fargo Advantage Dow Jones Target 2030 Fund (STHRX)
| Performance (1-yr.): 10.67% | Expenses: 1.02% |
| Performance (1-mo.): 1.48% | Total Assets: $2.45B |
#25 John Hancock Funds II Retirement Living through 2030 Portfolio (JLFAX)
| Performance (1-yr.): 12.89% | Expenses: 1.35% |
| Performance (1-mo.): 1.83% | Total Assets: $1.06B |
#26 The Hartford Target Retirement 2030 Fund (HTHAX)
| Performance (1-yr.): 11.41% | Expenses: 1.05% |
| Performance (1-mo.): 2.05% | Total Assets: $191.65M |
#27 Fidelity Advisor Freedom 2030 Fund (FAFEX)
| Performance (1-yr.): 11.24% | Expenses: 0.98% |
| Performance (1-mo.): 1.50% | Total Assets: $3.01B |
#28 BlackRock LifePath Active 2030 Portfolio (BAPEX)
| Performance (1-yr.): 10.48% | Expenses: 1.02% |
| Performance (1-mo.): 1.76% | Total Assets: $21.99M |
#29 PIMCO RealRetirement 2030 Fund (PEHAX)
| Performance (1-yr.): 11.35% | Expenses: 1.31% |
| Performance (1-mo.): 1.37% | Total Assets: $97.33M |
#30 State Farm LifePath 2030 Fund (SAYAX)
| Performance (1-yr.): 9.86% | Expenses: 1.26% |
| Performance (1-mo.): 1.96% | Total Assets: $1.39B |
