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.): 22.70% Expenses: 0.78%
Performance (1-mo.): 4.69% Total Assets: $946.78M
See all details for TRRNX »

#2 American Funds 2055 Target Date Retirement Fund® (AAMTX)

Performance (1-yr.): 22.76% Expenses: 0.79%
Performance (1-mo.): 4.64% Total Assets: $262.35M
See all details for AAMTX »

#3 Vanguard Target Retirement 2055 Fund (VFFVX)

Performance (1-yr.): 20.08% Expenses: 0.18%
Performance (1-mo.): 4.45% Total Assets: $1.27B
See all details for VFFVX »

#4 Principal LifeTime 2055 Fund (LTFIX)

Performance (1-yr.): 20.45% Expenses: 0.85%
Performance (1-mo.): 4.77% Total Assets: $134.06M
See all details for LTFIX »

#5 Nationwide Destination 2055 Fund (NTDAX)

Performance (1-yr.): 20.65% Expenses: 0.85%
Performance (1-mo.): 4.73% Total Assets: $14.8M
See all details for NTDAX »

#6 Russell LifePoints 2055 Strategy Fund (RQLRX)

Performance (1-yr.): 17.85% Expenses: 0.84%
Performance (1-mo.): 4.58% Total Assets: $2.65M
See all details for RQLRX »

#7 BlackRock LifePath 2055 Portfolio (LPVAX)

Performance (1-yr.): 18.34% Expenses: 1.10%
Performance (1-mo.): 4.80% Total Assets: $10.19M
See all details for LPVAX »

#8 AllianceBernstein 2055 Retirement Strategies Fund (LTWAX)

Performance (1-yr.): 20.80% Expenses: 1.06%
Performance (1-mo.): 5.30% Total Assets: $12.72M
See all details for LTWAX »

AllianzGI Retirement 2055 Fund (GLIAX)

Performance (1-yr.): 11.66% Expenses: 1.10%
Performance (1-mo.): 4.02% Total Assets: $5.85M
See all details for GLIAX »

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

Performance (1-yr.): 18.28% Expenses: 1.24%
Performance (1-mo.): 4.47% Total Assets: $86.9M
See all details for AREMX »

Top Performing Target Date 2051+ Funds As of 03.05.2014

AllianceBernstein 2055 Retirement Strategies Fund (LTWAX)

Total Return: 5.30%

Manning & Napier Target 2055 Series (MTZIX)

Total Return: 5.18%

BMO Target Retirement 2055 Fund (BRTSX)

Total Return: 5.04%

Schwab Target 2055 Fund (SWORX)

Total Return: 22.85%

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Total Return: 22.76%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 22.70%

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Total Return: 12.01%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 11.54%

Vanguard Target Retirement 2055 Fund (VFFVX)

Total Return: 10.74%

* Annualized