Target Date 2046-2050
Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2046-2050) for retirement. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. Management adjusts the allocation among asset classes to more conservative mixes as the target date approaches, following a preset glide path. A target-date portfolio is part of a series of funds offering multiple retirement dates to investors. Morningstar®
#1 TIAA-CREF Lifecycle Index 2050 Fund (TLLIX)
| Performance (1-yr.): 24.33% | Expenses: 0.17% |
| Performance (1-mo.): 0.71% | Total Assets: $89.4M |
#2 Vanguard Target Retirement 2050 Fund (VFIFX)
| Performance (1-yr.): 24.06% | Expenses: 0.18% |
| Performance (1-mo.): 0.47% | Total Assets: $4.95B |
#3 TIAA-CREF Lifecycle 2050 Retirement Fund (TFTIX)
| Performance (1-yr.): 25.33% | Expenses: 0.49% |
| Performance (1-mo.): 1.02% | Total Assets: $326.16M |
#4 T. Rowe Price Retirement 2050 Fund (PARFX)
| Performance (1-yr.): 24.17% | Expenses: 1.03% |
| Performance (1-mo.): 1.13% | Total Assets: $2.69B |
#5 American Funds Target Date Retirement 2050 Fund (AALTX)
| Performance (1-yr.): 24.91% | Expenses: 0.79% |
| Performance (1-mo.): 0.91% | Total Assets: $744.79M |
#6 Wells Fargo Advantage Dow Jones Target 2050 Fund (WFQFX)
| Performance (1-yr.): 23.27% | Expenses: 0.37% |
| Performance (1-mo.): 0.10% | Total Assets: $1.03B |
#7 JPMorgan SmartRetirement® 2050 Fund (JTSAX)
| Performance (1-yr.): 24.97% | Expenses: 1.04% |
| Performance (1-mo.): 0.66% | Total Assets: $523.93M |
#8 American Century Asset Allocation Portfolios One ChoiceSM 2050 Portfolio (ARFMX)
| Performance (1-yr.): 21.31% | Expenses: 1.25% |
| Performance (1-mo.): 0.97% | Total Assets: $309.38M |
#9 Legg Mason Target Retirement 2050 (LMJAX)
| Performance (1-yr.): 25.10% | Expenses: 1.15% |
| Performance (1-mo.): 0.45% | Total Assets: $3.11M |
#10 Harbor Target Retirement 2050 Fund (HAFFX)
| Performance (1-yr.): 25.83% | Expenses: 0.80% |
| Performance (1-mo.): 1.25% | Total Assets: $16.66M |
