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®

#21 BlackRock LifePath Active 2045 Portfolio (BAPJX)

Performance (1-yr.): 11.76% Expenses: 1.04%
Performance (1-mo.): 2.03% Total Assets: $6.9M
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#22 Fidelity Advisor Freedom 2045 Fund (FFFZX)

Performance (1-yr.): 12.69% Expenses: 1.03%
Performance (1-mo.): 1.63% Total Assets: $946.27M
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#23 AllianceBernstein 2045 Retirement Strategies Fund (LTPAX)

Performance (1-yr.): 12.07% Expenses: 1.06%
Performance (1-mo.): 1.63% Total Assets: $88.46M
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AllianzGI Retirement 2045 Fund (GBVAX)

Performance (1-yr.): 11.48% Expenses: 1.10%
Performance (1-mo.): 1.42% Total Assets: $9.97M
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BlackRock LifePath 2045 Portfolio (LPHAX)

Performance (1-yr.): 11.82% Expenses: 1.10%
Performance (1-mo.): 2.39% Total Assets: $16.67M
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BlackRock Lifepath Index 2045 Portfolio (LIHAX)

Performance (1-yr.): 14.48% Expenses: 0.54%
Performance (1-mo.): 2.60% Total Assets: $62.11M
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Franklin Templeton 2045 Retirement Target Fund (FTTAX)

Performance (1-yr.): 9.97% Expenses: 1.21%
Performance (1-mo.): 1.48% Total Assets: $35.04M
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Great-West Lifetime 2045 Fund I (MXMLX)

Performance (1-yr.): 14.15% Expenses: 0.98%
Performance (1-mo.): 2.02% Total Assets: $99.78M
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Great-West Lifetime 2045 Fund II (MXOLX)

Performance (1-yr.): 14.88% Expenses: 0.99%
Performance (1-mo.): 2.13% Total Assets: $392.21M
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Great-West Lifetime 2045 Fund III (MXQLX)

Performance (1-yr.): 15.23% Expenses: 0.96%
Performance (1-mo.): 2.10% Total Assets: $34.48M
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Top Performing Target Date 2041-2045 Funds as of 05.03.2013

American Funds Target Date Retirement 2045 Fund (AAHTX)

Total Return: 2.66%

JPMorgan SmartRetirement® Blend 2045 Fund (JMSSX)

Total Return: 2.62%

BlackRock Lifepath Index 2045 Portfolio (LIHAX)

Total Return: 2.60%

Nationwide Destination 2045 Fund (NWNAX)

Total Return: 16.21%

American Funds Target Date Retirement 2045 Fund (AAHTX)

Total Return: 15.97%

TIAA-CREF Lifecycle Index 2045 Fund (TLXIX)

Total Return: 15.43%

TIAA-CREF Lifecycle Index 2045 Fund (TLXIX)

Total Return: 10.70%

TIAA-CREF Lifecycle 2045 Retirement Fund (TTFIX)

Total Return: 10.65%

American Funds Target Date Retirement 2045 Fund (AAHTX)

Total Return: 10.59%

* annualized