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®

Manning & Napier Target 2055 Series (MTZIX)

Performance (1-yr.): 22.56% Expenses: 0.89%
Performance (1-mo.): 5.18% Total Assets: $789,889
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MassMutual RetireSMART 2055 Fund (MMWAX)

Performance (1-yr.): Expenses: 1.32%
Performance (1-mo.): 4.94% Total Assets: $1.19M
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MFS® Lifetime® 2055 Fund (LFIAX)

Performance (1-yr.): 19.89% Expenses: 1.06%
Performance (1-mo.): 5.00% Total Assets: $3.77M
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Principal LifeTime 2060 Fund (PLTZX)

Performance (1-yr.): Expenses: 0.88%
Performance (1-mo.): 4.73% Total Assets: $10.37M
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Putnam RetirementReady 2055 Fund (None)

Performance (1-yr.): 21.87% Expenses: 1.26%
Performance (1-mo.): 4.27% Total Assets: $1.86M
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Schwab Target 2055 Fund (SWORX)

Performance (1-yr.): 22.85% Expenses: 0.73%
Performance (1-mo.): 4.70% Total Assets: $10.34M
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Strategic Advisers® Multi-Manager 2055 Fund (FESPX)

Performance (1-yr.): 18.26% Expenses: 1.03%
Performance (1-mo.): 4.65% Total Assets: $537,143
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TIAA-CREF Lifecycle 2055 Retirement Fund (TTRIX)

Performance (1-yr.): 22.42% Expenses: 0.47%
Performance (1-mo.): 4.97% Total Assets: $66.05M
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TIAA-CREF Lifecycle Index 2055 Fund (TTIIX)

Performance (1-yr.): 20.60% Expenses: 0.16%
Performance (1-mo.): 4.43% Total Assets: $24.75M
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T. Rowe Price Target Retirement 2055 Fund (PAFTX)

Performance (1-yr.): Expenses: 1.02%
Performance (1-mo.): 4.63% Total Assets: $2.07M
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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