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®
#31 DWS LifeCompass 2030 Fund (PLUSX)
| Performance (1-yr.): 19.93% | Expenses: 1.14% |
| Performance (1-mo.): 0.28% | Total Assets: $67.83M |
#32 Russell LifePoints 2030 Strategy Fund (RRLAX)
| Performance (1-yr.): 19.66% | Expenses: 1.07% |
| Performance (1-mo.): 0.00% | Total Assets: $187.57M |
#33 BlackRock LifePath 2030 Portfolio (LPRDX)
| Performance (1-yr.): 15.63% | Expenses: 1.10% |
| Performance (1-mo.): 0.89% | Total Assets: $1.03B |
#34 AllianzGI Retirement 2030 Fund (ABLAX)
| Performance (1-yr.): 11.97% | Expenses: 1.03% |
| Performance (1-mo.): 1.77% | Total Assets: $39.91M |
#35 AllianceBernstein 2030 Retirement Strategies Fund (LTJAX)
| Performance (1-yr.): 21.77% | Expenses: 1.06% |
| Performance (1-mo.): 0.63% | Total Assets: $182.3M |
BlackRock Lifepath Index 2030 Portfolio (LINAX)
| Performance (1-yr.): 17.45% | Expenses: 0.51% |
| Performance (1-mo.): 0.91% | Total Assets: $416.7M |
Great-West SecureFoundation® Lifetime 2030 Fund (MXSQX)
| Performance (1-yr.): 20.48% | Expenses: 0.71% |
| Performance (1-mo.): 0.17% | Total Assets: $5.9M |
ING Index Solution 2030 Portfolio (IDXGX)
| Performance (1-yr.): 20.78% | Expenses: 0.51% |
| Performance (1-mo.): 0.15% | Total Assets: $19,317 |
ING Retirement Solution 2030 Fund (IRSMX)
| Performance (1-yr.): — | Expenses: 0.86% |
| Performance (1-mo.): 0.65% | Total Assets: $54,035 |
ING Solution 2030 Portfolios (ISNGX)
| Performance (1-yr.): 18.74% | Expenses: 0.83% |
| Performance (1-mo.): 0.69% | Total Assets: $19,780 |
