Target Date 2041-2045
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 2041-2045) 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 TIAA-CREF Lifecycle Index 2045 Fund (TLXIX)
| Performance (1-yr.): 24.42% | Expenses: 0.17% |
| Performance (1-mo.): 0.71% | Total Assets: $135.76M |
#2 Vanguard Target Retirement 2045 Fund (VTIVX)
| Performance (1-yr.): 23.99% | Expenses: 0.18% |
| Performance (1-mo.): 0.44% | Total Assets: $10.88B |
#3 T. Rowe Price Retirement 2045 Fund (TRRKX)
| Performance (1-yr.): 24.55% | Expenses: 0.78% |
| Performance (1-mo.): 1.15% | Total Assets: $4.23B |
#4 TIAA-CREF Lifecycle 2045 Retirement Fund (TTFIX)
| Performance (1-yr.): 25.33% | Expenses: 0.49% |
| Performance (1-mo.): 0.91% | Total Assets: $595.86M |
#5 Vantagepoint Milestone 2045 Fund (VPRJX)
| Performance (1-yr.): 26.22% | Expenses: 0.97% |
| Performance (1-mo.): 1.65% | Total Assets: $68.65M |
#6 American Funds Target Date Retirement 2045 Fund (AAHTX)
| Performance (1-yr.): 24.94% | Expenses: 0.79% |
| Performance (1-mo.): 0.98% | Total Assets: $821.81M |
#7 Wells Fargo Advantage Dow Jones Target 2045 Fund (WFQPX)
| Performance (1-yr.): 23.22% | Expenses: 0.37% |
| Performance (1-mo.): 0.09% | Total Assets: $663.88M |
#8 JPMorgan SmartRetirement® 2045 Fund (JSAAX)
| Performance (1-yr.): 25.11% | Expenses: 1.04% |
| Performance (1-mo.): 0.66% | Total Assets: $569.83M |
#9 Principal LifeTime 2045 Fund (LTRIX)
| Performance (1-yr.): 23.43% | Expenses: 0.79% |
| Performance (1-mo.): 0.18% | Total Assets: $473.77M |
#10 American Century Asset Allocation Portfolios One ChoiceSM 2045 Portfolio (AROAX)
| Performance (1-yr.): 20.76% | Expenses: 1.23% |
| Performance (1-mo.): 0.83% | Total Assets: $827.88M |
