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®
#1 T. Rowe Price Retirement 2055 Fund (TRRNX)
| Performance (1-yr.): 13.98% | Expenses: 0.78% |
| Performance (1-mo.): 1.86% | Total Assets: $683.1M |
#2 Principal LifeTime 2055 Fund (LTFIX)
| Performance (1-yr.): 14.51% | Expenses: 0.85% |
| Performance (1-mo.): 2.04% | Total Assets: $87.21M |
#3 American Funds 2055 Target Date Retirement Fund (AAMTX)
| Performance (1-yr.): 15.95% | Expenses: 0.79% |
| Performance (1-mo.): 2.68% | Total Assets: $146.81M |
#4 AllianceBernstein 2055 Retirement Strategies Fund (LTWAX)
| Performance (1-yr.): 12.25% | Expenses: 1.06% |
| Performance (1-mo.): 1.66% | Total Assets: $8.51M |
AllianzGI Retirement 2055 Fund (GLIAX)
| Performance (1-yr.): 11.65% | Expenses: 1.10% |
| Performance (1-mo.): 1.50% | Total Assets: $4.24M |
American Century LIVESTRONG 2055 Portfolio (AREMX)
| Performance (1-yr.): 13.05% | Expenses: 1.26% |
| Performance (1-mo.): 1.75% | Total Assets: $36.11M |
BlackRock LifePath 2055 Portfolio (LPVAX)
| Performance (1-yr.): 12.84% | Expenses: 1.10% |
| Performance (1-mo.): 2.60% | Total Assets: $5.36M |
BlackRock LifePath Active 2055 Portfolio (BAPLX)
| Performance (1-yr.): — | Expenses: 1.06% |
| Performance (1-mo.): 2.15% | Total Assets: $2.09M |
BlackRock Lifepath Index 2055 Portfolio (LIVAX)
| Performance (1-yr.): 16.10% | Expenses: 0.54% |
| Performance (1-mo.): 2.78% | Total Assets: $11.84M |
Fidelity Advisor Freedom 2055 Fund (FHFAX)
| Performance (1-yr.): 13.09% | Expenses: 1.04% |
| Performance (1-mo.): 1.70% | Total Assets: $67.22M |
