Target Date 2031-2035

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 2031-2035) 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®

#1 Schwab Target 2035 Fund (SWIRX)

Performance (1-yr.): 14.40% Expenses: 0.79%
Performance (1-mo.): 1.73% Total Assets: $145.99M
See all details for SWIRX »

#2 TIAA-CREF Lifecycle Index 2035 Fund (TLYIX)

Performance (1-yr.): 14.85% Expenses: 0.17%
Performance (1-mo.): 2.12% Total Assets: $278.8M
See all details for TLYIX »

#3 Vanguard Target Retirement 2035 Fund (VTTHX)

Performance (1-yr.): 14.49% Expenses: 0.18%
Performance (1-mo.): 2.05% Total Assets: $18.26B
See all details for VTTHX »

#4 T. Rowe Price Retirement 2035 Fund (TRRJX)

Performance (1-yr.): 13.75% Expenses: 0.77%
Performance (1-mo.): 1.82% Total Assets: $7.4B
See all details for TRRJX »

#5 American Funds Target Date Retirement 2035 Fund (AAFTX)

Performance (1-yr.): 15.83% Expenses: 0.77%
Performance (1-mo.): 2.69% Total Assets: $1.6B
See all details for AAFTX »

#6 TIAA-CREF Lifecycle 2035 Retirement Fund (TCLRX)

Performance (1-yr.): 14.15% Expenses: 0.73%
Performance (1-mo.): 1.90% Total Assets: $1.69B
See all details for TCLRX »

#6 Vantagepoint Milestone 2035 Fund (VPRLX)

Performance (1-yr.): 14.23% Expenses: 0.90%
Performance (1-mo.): 1.60% Total Assets: $236.15M
See all details for VPRLX »

#8 Wells Fargo Advantage Dow Jones Target 2035 Fund (WFQRX)

Performance (1-yr.): 12.58% Expenses: 0.52%
Performance (1-mo.): 1.57% Total Assets: $1.22B
See all details for WFQRX »

#9 JPMorgan SmartRetirement® 2035 Fund (SRJAX)

Performance (1-yr.): 14.77% Expenses: 1.04%
Performance (1-mo.): 2.42% Total Assets: $1.05B
See all details for SRJAX »

#10 Principal LifeTime 2035 Fund (LTIUX)

Performance (1-yr.): 13.76% Expenses: 0.77%
Performance (1-mo.): 1.96% Total Assets: $866.8M
See all details for LTIUX »
Advertisement
Top Performing Target Date 2031-2035 Funds as of 05.03.2013

American Funds Target Date Retirement 2035 Fund (AAFTX)

Total Return: 2.69%

Legg Mason Target Retirement 2035 (LMNAX)

Total Return: 2.68%

JPMorgan SmartRetirement® Blend 2035 Fund (JPSRX)

Total Return: 2.57%

Nationwide Destination 2035 Fund (NWLAX)

Total Return: 15.89%

American Funds Target Date Retirement 2035 Fund (AAFTX)

Total Return: 15.83%

Legg Mason Target Retirement 2035 (LMNAX)

Total Return: 15.25%

Schwab Target 2035 Fund (SWIRX)

Total Return: 10.74%

American Funds Target Date Retirement 2035 Fund (AAFTX)

Total Return: 10.60%

TIAA-CREF Lifecycle Index 2035 Fund (TLYIX)

Total Return: 10.52%

* annualized