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®

Strategic Advisers Multi-Manager 2055 Fund (FESPX)

Performance (1-yr.): Expenses: 1.01%
Performance (1-mo.): 1.51% Total Assets: $108,889
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TIAA-CREF Lifecycle 2055 Retirement Fund (TTRIX)

Performance (1-yr.): 14.84% Expenses: 0.49%
Performance (1-mo.): 1.97% Total Assets: $31.16M
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TIAA-CREF Lifecycle Index 2055 Fund (TTIIX)

Performance (1-yr.): 15.46% Expenses: 0.17%
Performance (1-mo.): 2.11% Total Assets: $16.17M
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Vanguard Target Retirement 2055 Fund (VFFVX)

Performance (1-yr.): 15.00% Expenses: 0.18%
Performance (1-mo.): 2.14% Total Assets: $722.61M
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Vanguard Target Retirement 2060 Fund (VTTSX)

Performance (1-yr.): 15.08% Expenses: 0.18%
Performance (1-mo.): 2.13% Total Assets: $136.13M
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Wells Fargo Advantage Dow Jones Target 2055 Fund (WFQZX)

Performance (1-yr.): 14.13% Expenses: 0.88%
Performance (1-mo.): 1.70% Total Assets: $56.89M
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Top Performing Target Date 2051+ Funds as of 05.03.2013

BlackRock Lifepath Index 2055 Portfolio (LIVAX)

Total Return: 2.78%

American Funds 2055 Target Date Retirement Fund (AAMTX)

Total Return: 2.68%

BlackRock LifePath 2055 Portfolio (LPVAX)

Total Return: 2.60%

BlackRock Lifepath Index 2055 Portfolio (LIVAX)

Total Return: 16.10%

Nationwide Destination 2055 Fund (NTDAX)

Total Return: 16.02%

American Funds 2055 Target Date Retirement Fund (AAMTX)

Total Return: 15.95%

American Funds 2055 Target Date Retirement Fund (AAMTX)

Total Return: 10.65%

T. Rowe Price Retirement 2055 Fund (TRRNX)

Total Return: 10.46%

Principal LifeTime 2055 Fund (LTFIX)

Total Return: 10.21%

* annualized