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®

JPMorgan SmartRetirement® Blend 2055 Fund (JTBBX)

Performance (1-yr.): 14.83% Expenses: 0.50%
Performance (1-mo.): 0.58% Total Assets: $1.78M
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KP Retirement Path 2055 Fund (KPRIX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 0.30% Total Assets: $7.28M
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KP Retirement Path 2060 Fund (KPRJX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 0.30% Total Assets: $1.2M
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Manning & Napier Target 2055 Series (MTZIX)

Performance (1-yr.): 18.19% Expenses: 0.87%
Performance (1-mo.): 0.14% Total Assets: $934,073
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MassMutual RetireSMART 2055 Fund (MMWAX)

Performance (1-yr.): Expenses: 1.23%
Performance (1-mo.): 0.19% Total Assets: $1.22M
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MFS® Lifetime® 2055 Fund (LFIAX)

Performance (1-yr.): 16.36% Expenses: 1.06%
Performance (1-mo.): 0.40% Total Assets: $4.16M
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Principal LifeTime 2060 Fund (PLTZX)

Performance (1-yr.): 18.72% Expenses: 0.92%
Performance (1-mo.): 0.33% Total Assets: $14.04M
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Putnam RetirementReady 2055 Fund (None)

Performance (1-yr.): 18.93% Expenses: 1.26%
Performance (1-mo.): 0.60% Total Assets: $1.87M
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Schwab Target 2055 Fund (SWORX)

Performance (1-yr.): 19.39% Expenses: 0.73%
Performance (1-mo.): 0.06% Total Assets: $11.66M
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Strategic Advisers® Multi-Manager 2055 Fund (FESPX)

Performance (1-yr.): 15.67% Expenses: 1.03%
Performance (1-mo.): 0.17% Total Assets: $560,219
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Top Performing Target Date 2051+ Funds As of 04.22.2014

BMO Target Retirement 2055 Fund (BRTSX)

Total Return: 0.88%

AllianzGI Retirement 2055 Fund (GLIAX)

Total Return: 0.65%

Putnam RetirementReady 2055 Fund

Total Return: 0.60%

Schwab Target 2055 Fund (SWORX)

Total Return: 19.39%

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Total Return: 19.27%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 19.24%

American Funds 2055 Target Date Retirement Fund® (AAMTX)

Total Return: 11.63%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 11.23%

Vanguard Target Retirement 2055 Fund (VFFVX)

Total Return: 10.84%

* Annualized