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®
John Hancock Funds II Retirement Choices at 2030 Portfolio (JRHOX)
| Performance (1-yr.): 12.23% | Expenses: 0.70% |
| Performance (1-mo.): 1.85% | Total Assets: $760.39M |
JPMorgan SmartRetirement® Blend 2030 Fund (JRBEX)
| Performance (1-yr.): — | Expenses: 0.70% |
| Performance (1-mo.): 2.47% | Total Assets: $7.86M |
Lincoln Advisors Presidential Protected Profile 2030 Fund (PZCAX)
| Performance (1-yr.): 8.26% | Expenses: 1.08% |
| Performance (1-mo.): 1.54% | Total Assets: $9.83M |
PNC Target 2030 Fund (PDTEX)
| Performance (1-yr.): — | Expenses: 0.87% |
| Performance (1-mo.): 1.42% | Total Assets: $1.08M |
Strategic Advisers Multi-Manager 2030 Fund (FECPX)
| Performance (1-yr.): — | Expenses: 0.93% |
| Performance (1-mo.): 1.33% | Total Assets: $109,843 |
