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®
#11 Nationwide Destination 2035 Fund (NWLAX)
| Performance (1-yr.): 24.31% | Expenses: 0.93% |
| Performance (1-mo.): 0.20% | Total Assets: $143.17M |
#12 The Hartford Target Retirement 2035 Fund (HTLTX)
| Performance (1-yr.): 21.26% | Expenses: 0.85% |
| Performance (1-mo.): 0.45% | Total Assets: $60.79M |
#13 Legg Mason Target Retirement 2035 (LMNAX)
| Performance (1-yr.): 23.68% | Expenses: 1.15% |
| Performance (1-mo.): 0.23% | Total Assets: $5.36M |
#14 Putnam RetirementReady 2035 Fund (PRRWX)
| Performance (1-yr.): 20.83% | Expenses: 1.14% |
| Performance (1-mo.): 0.39% | Total Assets: $28.7M |
#15 Harbor Target Retirement 2035 Fund (HARUX)
| Performance (1-yr.): 19.36% | Expenses: 0.74% |
| Performance (1-mo.): 0.07% | Total Assets: $3.9M |
#16 Fidelity Freedom Index 2035 Fund (FIHFX)
| Performance (1-yr.): 19.38% | Expenses: 0.19% |
| Performance (1-mo.): 0.03% | Total Assets: $720.89M |
#17 American Century Asset Allocation Portfolios One ChoiceSM 2035 Portfolio (ARYAX)
| Performance (1-yr.): 18.14% | Expenses: 1.16% |
| Performance (1-mo.): 0.56% | Total Assets: $1.25B |
#18 Fidelity Freedom 2035 Fund (FFTHX)
| Performance (1-yr.): 20.74% | Expenses: 0.79% |
| Performance (1-mo.): 0.43% | Total Assets: $5.78B |
#19 John Hancock Funds II Retirement Living through 2035 Portfolio (JLHAX)
| Performance (1-yr.): 22.70% | Expenses: 1.35% |
| Performance (1-mo.): 0.94% | Total Assets: $867.53M |
#20 Russell LifePoints 2035 Strategy Fund (RVLRX)
| Performance (1-yr.): 23.33% | Expenses: 0.86% |
| Performance (1-mo.): 0.39% | Total Assets: $36.17M |
