Target-Date 2015: Total Returns

Print
Data through 2/16/2018. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Target-Date 2015 -1.47 -0.01 1.66 8.38 4.81 6.03
American Funds 2015 Trgt Date Retire A AABTX -1.27 0.26 2.09 8.40 5.15 7.05
BMO Target Retirement 2015 Y BRTAX -1.54 -0.09 1.40 8.35 4.58 ---
BMO Target Retirement 2015 R3 BRTCX -1.64 -0.17 1.31 8.07 4.30 ---
BMO Target Retirement 2015 R6 BRTDX -1.63 -0.17 1.45 8.75 5.00 ---
American Funds 2015 Trgt Date Retire C CCBTX -1.38 0.09 1.84 7.55 4.34 ---
Dimensional 2015 Target Dt Rtr Inc Instl DRIQX -2.28 -1.83 0.13 4.93 --- ---
American Funds 2015 Trgt Date Retire F1 FAKTX -1.28 0.17 2.01 8.34 5.12 ---
Fidelity Advisor Managed Retiremt 2015 A FARSX -1.26 0.37 1.96 8.64 5.46 7.19
American Funds 2015 Trgt Date Retire F2 FBBTX -1.19 0.26 2.17 8.67 5.41 ---
Fidelity Advisor Managed Retiremt 2015 C FCRSX -1.34 0.25 1.76 7.80 4.66 6.39
American Funds 2015 Trgt Date Retire F3 FDBTX -1.19 0.26 2.14 8.82 --- ---
Fidelity Advisor Freedom® 2015 A FFVAX -1.39 0.55 2.40 10.43 5.89 6.56
Fidelity Advisor Freedom® 2015 C FFVCX -1.41 0.48 2.22 9.66 5.10 5.76
Fidelity Freedom® 2015 FFVFX -1.32 0.75 2.62 11.15 6.39 7.10
Fidelity Advisor Freedom® 2015 I FFVIX -1.38 0.63 2.45 10.65 6.15 6.83
Fidelity Advisor Freedom® 2015 M FFVTX -1.40 0.55 2.32 10.19 5.64 6.29
Fidelity Advisor Freedom® 2015 Z6 FIGLX -1.31 0.71 2.54 --- --- ---
Fidelity Flex Freedom 2015 FILSX -1.23 0.87 2.80 --- --- ---
Fidelity Managed Retirement 2015 FIRSX -1.25 0.39 2.02 8.90 5.72 7.46
Fidelity Simplicity RMD 2015 FIRUX -1.23 0.50 2.21 9.38 5.91 7.66
Fidelity Freedom® Index 2015 Instl Prem FIWFX -1.37 0.40 2.35 9.80 --- ---
Fidelity Freedom® Index 2015 Investor FLIFX -1.37 0.40 2.31 9.82 5.44 6.26
Fidelity Freedom® 2015 K6 FPTKX -1.25 0.75 2.73 --- --- ---
Fidelity Advisor Managed Retiremt 2015 I FRASX -1.25 0.39 2.02 8.90 5.72 7.46
Fidelity Freedom® 2015 K FSNLX -1.25 0.75 2.71 --- --- ---
Fidelity Advisor Managed Retiremt 2015 M FTRSX -1.29 0.32 1.88 8.39 5.19 6.92
Fidelity Advisor Simplicity RMD 2015 A FURAX -1.27 0.46 2.14 9.11 5.64 7.39
Fidelity Advisor Simplicity RMD 2015 C FURCX -1.33 0.36 1.94 8.29 4.85 6.59
Fidelity Advisor Simplicity RMD 2015 I FURIX -1.24 0.50 2.20 9.39 5.95 7.70
Fidelity Advisor Simplicity RMD 2015 M FURTX -1.28 0.43 2.06 8.82 5.38 7.12
GuideStone Funds MyDestination 2015Instl GMTYX -1.42 0.29 1.69 --- --- ---
GuideStone Funds MyDestination 2015 Inv GMTZX -1.52 0.19 1.65 8.92 4.90 5.53
Harbor Target Retirement 2015 Instl HARGX -1.28 -0.37 0.68 6.69 3.80 4.22
JHancock Multimanager 2015 Lifetime I JHREX -1.43 0.21 1.76 9.16 --- ---
JHancock Multimanager 2015 Lifetime A JLBAX -1.43 0.21 1.67 8.73 5.10 6.18
JHancock Multimanager 2015 Lifetime R1 JLBDX -1.54 0.10 1.53 8.40 4.73 5.86
JHancock Multimanager 2015 Lifetime R3 JLBFX -1.54 0.10 1.53 8.50 4.84 5.96
JHancock Multimanager 2015 Lifetime R4 JLBGX -1.33 0.21 1.73 9.05 5.30 6.39
JHancock Multimanager 2015 Lifetime R5 JLBHX -1.33 0.21 1.82 9.23 5.50 6.61
JHancock Multimanager 2015 Lifetime R6 JLBJX -1.33 0.21 1.76 9.27 5.54 6.66
JHancock Multimanager 2015 Lifetime R2 JLBKX -1.44 0.21 1.69 8.68 4.99 6.12
JHancock Multimanager 2015 Lifetime 1 JLBOX -1.43 0.10 1.72 9.12 5.46 6.59
JHancock Multi-Index 2015 Lifetime 1 JRLIX -1.54 -0.18 1.31 8.06 4.97 ---
JHancock Multi-Index 2015 Lifetime R6 JRLLX -1.54 -0.18 1.36 8.01 5.02 ---
KP Retirement Path 2015 Institutional KPRAX -1.41 -0.29 1.18 7.34 4.41 ---
Principal LifeTime 2015 R3 LTAPX -1.73 0.10 1.82 9.35 4.51 5.85
Principal LifeTime 2015 R2 LTASX -1.72 0.10 1.83 9.12 4.32 5.65
Principal LifeTime 2015 Institutional LTINX -1.70 0.19 1.98 9.97 5.11 6.46
Principal LifeTime 2015 R5 LTPFX -1.72 0.10 1.91 9.68 4.82 6.18
Principal LifeTime 2015 R1 LTSGX -1.73 0.10 1.74 9.07 4.19 5.51
Principal LifeTime 2015 R4 LTSLX -1.72 0.10 1.92 9.50 4.71 6.04
MassMutual RetireSMART 2015 A MMJAX -1.33 0.42 2.00 8.54 4.09 5.40
MassMutual RetireSMART 2015 R3 MMJNX -1.34 0.34 1.95 8.43 3.93 ---
MassMutual RetireSMART 2015 Service MMJSX -1.23 0.42 2.07 8.99 4.45 5.80
MassMutual RetireSMART 2015 R5 MMJTX -1.24 0.50 2.18 9.11 4.58 ---
MassMutual RetireSMART 2015 I MMJUX -1.24 0.50 2.12 9.13 4.64 ---
MassMutual RetireSMART 2015 Adm MMJYX -1.24 0.50 2.12 8.89 4.36 5.71
MassMutual RetireSMART 2015 R4 MMJZX -1.25 0.42 2.06 8.72 4.18 ---
Manning & Napier Target 2015 I MTJIX -1.68 -0.54 0.42 6.25 2.54 4.33
Manning & Napier Target 2015 K MTJKX -1.68 -0.54 0.37 5.90 2.25 4.04
Manning & Napier Target 2015 R MTJRX -1.66 -0.53 0.33 5.69 2.01 3.82
Manning & Napier Target 2015 R6 MTJZX -1.68 -0.45 0.46 --- --- ---
Great-West Lifetime 2015 L MXABX -1.50 0.10 1.97 8.13 --- ---
Great-West SecureFoundation® LT 2015 L MXLEX -1.99 0.10 2.52 9.63 5.47 6.91
Great-West Lifetime Cnsrv 2015 Inv MXLTX -1.37 -0.33 1.12 5.96 3.84 4.59
Great-West Lifetime Cnsrv 2015 Svc MXLUX -1.36 -0.32 1.05 5.85 3.75 4.51
Great-West Lifetime 2015 Inv MXLYX -1.46 0.07 2.08 8.34 4.93 6.33
Great-West Lifetime 2015 Svc MXLZX -1.47 0.07 2.02 8.26 4.83 6.25
Great-West Lifetime Cnsrv 2015 Instl MXMAX -1.33 -0.31 1.15 6.29 --- ---
Great-West Lifetime 2015 Instl MXNYX -1.57 0.10 2.07 8.71 --- ---
Great-West SecureFoundation® LT 2015 Inv MXSJX -1.95 0.17 2.55 9.86 5.73 7.15
Great-West SecureFoundation® LT 2015 Svc MXSKX -1.92 0.17 2.57 9.71 5.64 7.05
Natixis Sustainable Future 2015 N NSFBX -0.82 0.83 2.37 --- --- ---
Nationwide Destination 2015 A NWEAX -1.49 0.12 1.74 8.13 4.62 5.54
Nationwide Destination 2015 R NWEBX -1.50 0.12 1.71 7.90 4.34 5.24
Nationwide Destination 2015 C NWECX -1.61 -0.12 1.52 7.50 3.99 4.90
Nationwide Destination 2015 R6 NWEIX -1.48 0.12 1.90 8.67 5.12 6.01
Nationwide Destination 2015 Instl Svc NWESX -1.49 0.12 1.83 8.41 4.86 5.75
T. Rowe Price Target 2015 Advisor PAHRX -1.26 0.17 1.44 7.97 4.75 ---
T. Rowe Price Retirement 2015 Advisor PARHX -1.31 0.54 2.15 10.20 5.78 7.13
Prudential Day One 2015 R1 PDCDX -1.65 -0.83 1.13 6.82 --- ---
Prudential Day One 2015 R2 PDCEX -1.56 -0.74 1.19 7.08 --- ---
Prudential Day One 2015 R3 PDCFX -1.56 -0.74 1.25 7.25 --- ---
Prudential Day One 2015 R4 PDCGX -1.65 -0.74 1.26 7.25 --- ---
Prudential Day One 2015 R5 PDCHX -1.65 -0.74 1.26 7.46 --- ---
Prudential Day One 2015 R6 PDCJX -1.56 -0.74 1.32 7.10 --- ---
Principal LifeTime Hybrid 2015 Instl PHTMX -1.63 0.00 1.68 8.83 4.95 ---
Principal LifeTime Hybrid 2015 R6 PLRRX -1.62 -0.09 1.59 8.71 --- ---
American Funds 2015 Trgt Date Retire R1 RAJTX -1.29 0.17 1.90 7.63 4.35 6.22
American Funds 2015 Trgt Date Retire R2E RBEJX -1.29 0.09 1.91 7.90 4.74 ---
American Funds 2015 Trgt Date Retire R2 RBJTX -1.38 0.09 1.80 7.61 4.38 6.28
American Funds 2015 Trgt Date Retire R3 RCJTX -1.28 0.17 1.97 8.13 4.84 6.71
American Funds 2015 Trgt Date Retire R4 RDBTX -1.28 0.26 2.03 8.43 5.15 7.04
American Funds 2015 Trgt Date Retire R5 REJTX -1.18 0.26 2.18 8.74 5.49 7.38
American Funds 2015 Trgt Date Retire R6 RFJTX -1.27 0.26 2.08 8.75 5.51 7.42
American Funds 2015 Trgt Date Retire R5E RHBTX -1.20 0.26 2.08 8.69 --- ---
T. Rowe Price Retirement 2015 R RRTMX -1.39 0.47 2.04 9.87 5.49 6.86
State Street Target Retirement 2015 A SSBBX -1.55 -0.46 1.01 6.97 4.03 ---
State Street Target Retirement 2015 I SSBFX -1.46 -0.37 1.16 7.33 4.34 ---
State Street Target Retirement 2015 K SSBHX -1.46 -0.37 1.16 7.33 4.33 ---
Schwab Target 2015 SWGRX -1.51 -0.17 1.42 7.87 4.44 5.82
Schwab Target 2015 Index SWYBX -1.48 -0.28 1.15 7.26 --- ---
TIAA-CREF Lifecycle 2015 Premier TCFPX -1.18 0.60 2.33 10.86 6.11 7.06
ClearTrack 2015 R1 TCFTX -1.77 -0.57 0.92 7.47 --- ---
TIAA-CREF Lifecycle 2015 Retirement TCLIX -1.20 0.57 2.32 10.69 5.98 6.96
TIAA-CREF Lifecycle 2015 Advisor TCNHX -1.18 0.60 2.34 10.94 --- ---
TIAA-CREF Lifecycle 2015 Institutional TCNIX -1.27 0.60 2.37 10.97 6.24 7.22
AB Multi-Manager Select 2015 A TDCAX -1.72 -0.09 1.86 9.10 5.11 ---
AB Multi-Manager Select 2015 C TDCCX -1.81 -0.18 1.64 8.32 4.32 ---
AB Multi-Manager Select 2015 I TDCIX -1.75 -0.09 1.84 9.31 5.36 ---
AB Multi-Manager Select 2015 K TDCKX -1.66 -0.09 1.85 9.14 5.15 ---
AB Multi-Manager Select 2015 R TDCRX -1.75 -0.09 1.79 8.88 4.86 ---
AB Multi-Manager Select 2015 Advisor TDCYX -1.78 -0.09 1.81 9.34 5.35 ---
AB Multi-Manager Select 2015 Z TDCZX -1.67 0.00 1.92 9.40 5.37 ---
ClearTrack 2015 R6 TDKTX -1.67 -0.47 1.13 8.26 --- ---
TIAA-CREF Lifecycle Index 2015 Advisor TLFAX -1.44 0.19 1.95 9.36 --- ---
TIAA-CREF Lifecycle Index 2015 Instl TLFIX -1.44 0.25 1.97 9.38 5.39 6.84
TIAA-CREF Lifecycle Index 2015 Premier TLFPX -1.44 0.19 1.92 9.21 5.24 6.68
TIAA-CREF Lifecycle Index 2015 Retire TLGRX -1.51 0.19 1.87 9.12 5.13 6.57
T. Rowe Price Retirement I 2015 I TRFGX -1.32 0.59 2.25 10.53 --- ---
T. Rowe Price Retirement 2015 TRRGX -1.31 0.60 2.20 10.44 6.05 7.41
T. Rowe Price Target 2015 TRRTX -1.18 0.26 1.61 8.40 5.08 ---
T. Rowe Price Target 2015 I TTRTX -1.18 0.26 1.61 8.50 --- ---
Virtus DFA 2015 Trgt Date Retire Inc A VARTX -2.31 -1.87 -0.13 4.00 --- ---
Virtus DFA 2015 Trgt Date Retire Inc I VDFIX -2.31 -1.87 -0.03 4.23 --- ---
Virtus DFA 2015 Trgt Date Retire Inc R6 VDFRX -2.30 -1.86 -0.03 4.50 --- ---
Vanguard Instl Trgt Retire 2015 Instl VITVX -1.34 0.14 1.80 8.84 --- ---
Vanguard Target Retirement 2015 Inv VTXVX -1.35 0.13 1.83 8.87 5.03 6.66
Wells Fargo Dynamic Target 2015 A WDTAX -1.33 0.82 2.81 10.49 --- ---
Wells Fargo Dynamic Target 2015 C WDTCX -1.42 0.64 2.55 9.64 --- ---
Wells Fargo Dynamic Target 2015 R4 WDTYX -1.33 0.73 2.81 10.80 --- ---
Wells Fargo Dynamic Target 2015 R6 WDTZX -1.24 0.82 2.86 11.05 --- ---
Wells Fargo Target 2015 A WFACX -1.98 -1.12 0.41 4.79 2.45 3.07
Wells Fargo Target 2015 R WFBRX -1.94 -1.10 0.31 4.58 2.19 ---
Wells Fargo Target 2015 Admin WFFFX -1.93 -1.10 0.41 4.95 2.60 3.21
Wells Fargo Target 2015 R6 WFSCX -1.84 -0.99 0.53 5.34 2.92 3.55
Wells Fargo Target 2015 R4 WFSRX -1.96 -1.11 0.41 5.12 2.76 3.40
Content Partners