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®

John Hancock Funds Retirement Living through II 2055 Portfolio (JLKVX)

Performance (1-yr.): Expenses: 1.14%
Performance (1-mo.): 2.03% Total Assets: $474,033
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JPMorgan SmartRetirement® 2055 Fund (JFFAX)

Performance (1-yr.): 21.02% Expenses: 1.03%
Performance (1-mo.): 2.10% Total Assets: $128.7M
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JPMorgan SmartRetirement® Blend 2055 Fund (JTBBX)

Performance (1-yr.): 20.34% Expenses: 0.50%
Performance (1-mo.): 1.83% Total Assets: $5.56M
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KP Retirement Path 2055 Fund (KPRIX)

Performance (1-yr.): Expenses: 0.55%
Performance (1-mo.): 2.04% Total Assets: $8.84M
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KP Retirement Path 2060 Fund (KPRJX)

Performance (1-yr.): Expenses: 0.55%
Performance (1-mo.): 2.04% Total Assets: $2.37M
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Manning & Napier Target 2055 Series (MTZIX)

Performance (1-yr.): 24.55% Expenses: 0.87%
Performance (1-mo.): 2.63% Total Assets: $3.2M
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MassMutual RetireSMART 2055 Fund (MMWAX)

Performance (1-yr.): Expenses: 1.23%
Performance (1-mo.): 2.04% Total Assets: $2.2M
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MFS® Lifetime® 2055 Fund (LFIAX)

Performance (1-yr.): 19.76% Expenses: 1.06%
Performance (1-mo.): 1.64% Total Assets: $5.05M
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Nationwide Destination 2055 Fund (NTDAX)

Performance (1-yr.): 21.72% Expenses: 0.92%
Performance (1-mo.): 2.33% Total Assets: $18.99M
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Principal LifeTime 2055 Fund (LTFIX)

Performance (1-yr.): 21.59% Expenses: 0.84%
Performance (1-mo.): 2.12% Total Assets: $153.67M
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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