Target Date 2051+

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 2051 and beyond) 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®

AllianceBernstein 2055 Retirement Strategies Fund (LTWAX)

Performance (1-yr.): 23.06% Expenses: 1.06%
Performance (1-mo.): 1.88% Total Assets: $10.84M
See all details for LTWAX »

AllianzGI Retirement 2055 Fund (GLIAX)

Performance (1-yr.): 17.35% Expenses: 1.10%
Performance (1-mo.): 1.69% Total Assets: $7.11M
See all details for GLIAX »

American Century Asset Allocation Portfolios One ChoiceSM 2055 Portfolio (AREMX)

Performance (1-yr.): 19.64% Expenses: 1.24%
Performance (1-mo.): 2.21% Total Assets: $112.22M
See all details for AREMX »

American Century Investments One Choice 2055 Portfolio R6 (AREUX)

Performance (1-yr.): Expenses: 0.69%
Performance (1-mo.): 2.16% Total Assets: $6.36M
See all details for AREUX »

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Performance (1-yr.): 22.18% Expenses: 0.79%
Performance (1-mo.): 1.59% Total Assets: $328.58M
See all details for AAMTX »

BlackRock LifePath 2055 Portfolio (LPVAX)

Performance (1-yr.): 21.67% Expenses: 1.10%
Performance (1-mo.): 1.88% Total Assets: $12.84M
See all details for LPVAX »

BlackRock LifePath Active 2055 Portfolio (BAPLX)

Performance (1-yr.): 20.67% Expenses: 1.03%
Performance (1-mo.): 1.86% Total Assets: $2.58M
See all details for BAPLX »

BlackRock Lifepath Index 2055 Portfolio (LIVIX)

Performance (1-yr.): 22.10% Expenses: 0.26%
Performance (1-mo.): 1.87% Total Assets: $38.95M
See all details for LIVIX »

BMO Target Retirement 2055 Fund (BRTSX)

Performance (1-yr.): Expenses: 0.76%
Performance (1-mo.): 1.99% Total Assets: $605,591
See all details for BRTSX »

Fidelity Advisor Freedom 2055 Fund® (FHFAX)

Performance (1-yr.): 20.30% Expenses: 1.03%
Performance (1-mo.): 2.30% Total Assets: $178.68M
See all details for FHFAX »

Top Performing Target Date 2051+ Funds As of 07.03.2014

Wells Fargo Advantage Dow Jones Target 2055 Fund (WFQZX)

Total Return: 2.65%

Manning & Napier Target 2055 Series (MTZIX)

Total Return: 2.63%

Nationwide Destination 2055 Fund (NTDAX)

Total Return: 2.33%

Manning & Napier Target 2055 Series (MTZIX)

Total Return: 24.55%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 23.71%

AllianceBernstein 2055 Retirement Strategies Fund (LTWAX)

Total Return: 23.06%

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Total Return: 12.93%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 12.90%

TIAA-CREF Lifecycle Index 2055 Fund (TTIIX)

Total Return: 12.67%

* Annualized