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®

Putnam RetirementReady 2050 Fund (None)

Performance (1-yr.): 15.41% Expenses: 1.27%
Performance (1-mo.): 2.01% Total Assets: $9.41M
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Schwab Target 2050 Fund (SWNRX)

Performance (1-yr.): Expenses: 0.83%
Performance (1-mo.): 1.82% Total Assets: $2.34M
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Strategic Advisers Multi-Manager 2050 Fund (FEYPX)

Performance (1-yr.): Expenses: 1.00%
Performance (1-mo.): 1.51% Total Assets: $107,812
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Vantagepoint Milestone 2050 Fund (VPRHX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 1.61% Total Assets: $10.38M
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Top Performing Target Date 2046-2050 Funds as of 05.03.2013

American Funds Target Date Retirement 2050 Fund (AALTX)

Total Return: 2.71%

BlackRock Lifepath Index 2050 Portfolio (LIPAX)

Total Return: 2.68%

JPMorgan SmartRetirement® Blend 2050 Fund (JNEAX)

Total Return: 2.62%

Nationwide Destination 2050 Fund (NWOAX)

Total Return: 16.13%

American Funds Target Date Retirement 2050 Fund (AALTX)

Total Return: 16.00%

Manning & Napier Target 2050 Series Fund (MTYCX)

Total Return: 15.60%

Invesco Balanced-Risk Retirement 2050 Fund (TNEAX)

Total Return: 11.39%

TIAA-CREF Lifecycle Index 2050 Fund (TLLIX)

Total Return: 10.72%

TIAA-CREF Lifecycle 2050 Retirement Fund (TFTIX)

Total Return: 10.62%

* annualized