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®

Presidential® Managed Risk 2050 Fund (PZEAX)

Performance (1-yr.): 14.40% Expenses: 1.04%
Performance (1-mo.): 1.45% Total Assets: $5.31M
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Principal LifeTime 2050 Fund (PPEAX)

Performance (1-yr.): 21.14% Expenses: 1.15%
Performance (1-mo.): 2.07% Total Assets: $2.15B
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Putnam RetirementReady 2050 Fund (None)

Performance (1-yr.): 22.08% Expenses: 1.24%
Performance (1-mo.): 1.77% Total Assets: $12.25M
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QS Legg Mason Target Retirement 2050 (LMJAX)

Performance (1-yr.): 21.35% Expenses: 1.15%
Performance (1-mo.): 2.01% Total Assets: $4.72M
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Russell LifePoints 2050 Strategy Fund (RYLRX)

Performance (1-yr.): 19.87% Expenses: 0.84%
Performance (1-mo.): 1.68% Total Assets: $17.59M
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Schwab Target 2050 Fund (SWNRX)

Performance (1-yr.): 22.51% Expenses: 0.76%
Performance (1-mo.): 2.25% Total Assets: $24.87M
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State Farm LifePath 2050 Fund (NLPAX)

Performance (1-yr.): 20.53% Expenses: 1.23%
Performance (1-mo.): 1.78% Total Assets: $222.82M
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Strategic Advisers® Multi-Manager 2050 Fund (FEYPX)

Performance (1-yr.): 19.96% Expenses: 1.01%
Performance (1-mo.): 1.94% Total Assets: $916,501
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TIAA-CREF Lifecycle 2050 Retirement Fund (TFTIX)

Performance (1-yr.): 21.87% Expenses: 0.47%
Performance (1-mo.): 2.17% Total Assets: $550.21M
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TIAA-CREF Lifecycle Index 2050 Fund (TLLIX)

Performance (1-yr.): 21.88% Expenses: 0.16%
Performance (1-mo.): 1.92% Total Assets: $144.16M
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Top Performing Target Date 2046-2050 Funds As of 07.03.2014

Vantagepoint Milestone 2050 Fund (VPRHX)

Total Return: 2.74%

Manning & Napier Target 2050 Series Fund (MTYIX)

Total Return: 2.68%

Wells Fargo Advantage Dow Jones Target 2050 Fund (WFQAX)

Total Return: 2.66%

Manning & Napier Target 2050 Series Fund (MTYIX)

Total Return: 25.41%

T. Rowe Price Retirement 2050 Fund (PARFX)

Total Return: 23.37%

Harbor Target Retirement 2050 Fund (HAFFX)

Total Return: 23.30%

American Funds 2050 Target Date Retirement Fund® (AALTX)

Total Return: 12.92%

TIAA-CREF Lifecycle Index 2050 Fund (TLLIX)

Total Return: 12.68%

Manning & Napier Target 2050 Series Fund (MTYIX)

Total Return: 12.67%

* Annualized