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®

Great-West Lifetime 2055 Fund III (MXWLX)

Performance (1-yr.): 18.89% Expenses: 0.98%
Performance (1-mo.): 4.66% Total Assets: $6.96M
See all details for MXWLX »

Great-West SecureFoundation® Lifetime 2055 Fund (MXSYX)

Performance (1-yr.): 18.64% Expenses: 0.70%
Performance (1-mo.): 4.56% Total Assets: $2.12M
See all details for MXSYX »

GuideStone Funds MyDestination 2055 Fund (GMGZX)

Performance (1-yr.): 20.17% Expenses: 1.34%
Performance (1-mo.): 4.94% Total Assets: $17.71M
See all details for GMGZX »

ING Index Solutions 2055 Portfolio (IISNX)

Performance (1-yr.): 20.22% Expenses: 0.52%
Performance (1-mo.): 4.91% Total Assets: $49.7M
See all details for IISNX »

ING Retirement Solution 2055 Fund (IRSVX)

Performance (1-yr.): 19.75% Expenses: 0.92%
Performance (1-mo.): 4.98% Total Assets: $62,185
See all details for IRSVX »

ING Solutions 2055 Portfolio (IISPX)

Performance (1-yr.): 20.01% Expenses: 0.89%
Performance (1-mo.): 4.88% Total Assets: $95.5M
See all details for IISPX »

JPMorgan SmartRetirement® 2055 Fund (JFFAX)

Performance (1-yr.): 19.53% Expenses: 1.03%
Performance (1-mo.): 4.87% Total Assets: $80.89M
See all details for JFFAX »

JPMorgan SmartRetirement® Blend 2055 Fund (JTBBX)

Performance (1-yr.): 16.88% Expenses: 0.50%
Performance (1-mo.): 4.62% Total Assets: $1.77M
See all details for JTBBX »

KP Retirement Path 2055 Fund (KPRIX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 4.43% Total Assets: $6.34M
See all details for KPRIX »

KP Retirement Path 2060 Fund (KPRJX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 4.43% Total Assets: $743,796
See all details for KPRJX »

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