Target-Date 2015: Total Returns

Data through 7/16/2018. 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 0.23 0.81 1.00 5.33 4.78 5.53
American Funds 2015 Trgt Date Retire A AABTX 0.52 0.60 0.87 4.96 5.18 6.10
BMO Target Retirement 2015 Y BRTAX 0.17 0.26 0.61 4.56 4.38 ---
BMO Target Retirement 2015 R3 BRTCX 0.09 0.09 0.53 4.30 4.11 ---
BMO Target Retirement 2015 R6 BRTDX 0.09 0.35 0.61 4.87 4.79 ---
American Funds 2015 Trgt Date Retire C CCBTX 0.44 0.09 0.61 4.02 4.34 ---
Dimensional 2015 Target Dt Rtr Inc Instl DRIQX 0.71 0.37 1.08 5.18 --- ---
American Funds 2015 Trgt Date Retire F1 FAKTX 0.52 0.52 0.87 4.89 5.15 ---
Fidelity Advisor Managed Retiremt 2015 A FARSX -0.02 0.56 0.66 5.02 4.89 6.21
American Funds 2015 Trgt Date Retire F2 FBBTX 0.52 0.60 0.87 5.04 5.41 ---
Fidelity Advisor Managed Retiremt 2015 C FCRSX -0.07 0.16 0.48 4.23 4.10 5.41
American Funds 2015 Trgt Date Retire F3 FDBTX 0.52 0.69 0.95 5.28 --- ---
Fidelity Advisor Freedom® 2015 A FFVAX 0.16 1.12 1.12 6.15 5.55 6.12
Fidelity Advisor Freedom® 2015 C FFVCX 0.08 0.69 0.93 5.37 4.74 5.33
Fidelity Freedom® 2015 FFVFX 0.00 1.09 0.94 6.42 5.88 6.57
Fidelity Advisor Freedom® 2015 I FFVIX 0.16 1.26 1.18 6.41 5.79 6.38
Fidelity Advisor Freedom® 2015 M FFVTX 0.08 0.97 1.05 5.92 5.28 5.85
Fidelity Advisor Freedom® 2015 Z6 FIGLX 0.16 1.33 1.17 6.49 --- ---
Fidelity Flex Freedom 2015 FILSX 0.00 1.44 1.05 6.97 --- ---
Fidelity Managed Retirement 2015 FIRSX 0.01 0.70 0.74 5.29 5.16 6.47
Fidelity Simplicity RMD 2015 FIRUX -0.03 0.79 0.76 5.56 5.30 6.64
Fidelity Freedom® Index 2015 Instl Prem FIWFX 0.13 1.33 1.40 6.50 5.51 ---
Fidelity Freedom® Index 2015 Investor FLIFX 0.20 1.31 1.38 6.51 5.47 5.98
Fidelity Freedom® 2015 K6 FPTKX -0.08 1.09 0.94 6.54 --- ---
Fidelity Advisor Managed Retiremt 2015 I FRASX 0.00 0.69 0.73 5.29 5.15 6.47
Fidelity Freedom® 2015 K FSNLX 0.00 1.10 0.95 --- --- ---
Fidelity Advisor Managed Retiremt 2015 M FTRSX -0.02 0.44 0.62 4.77 4.64 5.95
Fidelity Advisor Simplicity RMD 2015 A FURAX -0.05 0.65 0.70 5.29 5.04 6.37
Fidelity Advisor Simplicity RMD 2015 C FURCX -0.10 0.24 0.52 4.51 4.26 5.58
Fidelity Advisor Simplicity RMD 2015 I FURIX -0.03 0.78 0.76 5.55 5.33 6.67
Fidelity Advisor Simplicity RMD 2015 M FURTX -0.08 0.51 0.64 5.01 4.78 6.11
GuideStone Funds MyDestination 2015Instl GMTYX 0.10 0.87 0.77 5.28 --- ---
GuideStone Funds MyDestination 2015 Inv GMTZX 0.10 0.67 0.67 5.04 4.94 5.05
Harbor Target Retirement 2015 Instl HARGX 0.28 0.65 0.74 3.97 3.68 4.36
JHancock Multimanager 2015 Lifetime I JHREX 0.21 0.52 0.42 4.82 5.14 ---
JHancock Multimanager 2015 Lifetime A JLBAX 0.21 0.42 0.42 4.62 4.81 5.55
JHancock Multimanager 2015 Lifetime R1 JLBDX 0.21 0.21 0.31 4.17 4.47 5.21
JHancock Multimanager 2015 Lifetime R3 JLBFX 0.21 0.21 0.31 4.27 4.54 5.31
JHancock Multimanager 2015 Lifetime R4 JLBGX 0.21 0.42 0.42 4.69 4.98 5.74
JHancock Multimanager 2015 Lifetime R5 JLBHX 0.21 0.52 0.52 4.88 5.21 5.96
JHancock Multimanager 2015 Lifetime R6 JLBJX 0.21 0.52 0.52 4.92 5.23 6.01
JHancock Multimanager 2015 Lifetime R2 JLBKX 0.21 0.31 0.31 4.44 4.70 5.47
JHancock Multimanager 2015 Lifetime 1 JLBOX 0.21 0.52 0.52 4.99 5.21 5.96
JHancock Multi-Index 2015 Lifetime 1 JRLIX 0.18 0.46 0.92 4.64 5.12 ---
JHancock Multi-Index 2015 Lifetime R6 JRLLX 0.18 0.55 1.02 4.69 5.18 ---
KP Retirement Path 2015 Institutional KPRAX 0.38 0.95 1.24 5.06 4.63 ---
Principal LifeTime 2015 R3 LTAPX 0.20 0.59 0.88 5.46 4.42 5.36
Principal LifeTime 2015 R2 LTASX 0.19 0.49 0.78 5.26 4.23 5.16
Principal LifeTime 2015 Institutional LTINX 0.19 0.86 0.96 6.03 4.99 5.95
Principal LifeTime 2015 R5 LTPFX 0.19 0.68 0.97 5.81 4.73 5.67
Principal LifeTime 2015 R1 LTSGX 0.20 0.49 0.89 5.18 4.13 5.04
Principal LifeTime 2015 R4 LTSLX 0.29 0.68 0.98 5.73 4.62 5.57
MassMutual Select TRP Retirement 2015 I MMFHX 0.27 --- 0.94 --- --- ---
MassMutual Select TRP Retirement 2015 M5 MMFJX 0.20 --- 0.94 --- --- ---
MassMutual Select TRP Retirement 2015 M4 MMFKX 0.20 --- 0.87 --- --- ---
MassMutual Select TRP Retirement 2015 M3 MMFLX 0.20 --- 0.80 --- --- ---
MassMutual RetireSMART 2015 A MMJAX 0.00 0.76 0.76 5.12 4.03 4.80
MassMutual RetireSMART 2015 R3 MMJNX 0.00 0.68 0.76 5.00 3.90 ---
MassMutual RetireSMART 2015 Service MMJSX 0.08 0.92 0.84 5.50 4.41 5.18
MassMutual RetireSMART 2015 R5 MMJTX 0.08 1.01 0.84 5.62 4.52 ---
MassMutual RetireSMART 2015 I MMJUX 0.08 1.09 0.92 5.73 4.61 ---
MassMutual RetireSMART 2015 Adm MMJYX 0.00 0.92 0.84 5.39 4.29 5.07
MassMutual RetireSMART 2015 R4 MMJZX 0.00 0.76 0.76 5.19 4.12 ---
Manning & Napier Target 2015 I MTJIX 0.62 1.24 1.97 4.18 3.27 4.22
Manning & Napier Target 2015 K MTJKX 0.63 1.18 1.91 3.87 2.99 3.96
Manning & Napier Target 2015 R MTJRX 0.65 1.01 1.91 3.63 2.74 3.69
Manning & Napier Target 2015 R6 MTJZX 0.68 1.40 2.04 --- --- ---
Great-West Lifetime 2015 L MXABX 0.20 0.96 0.96 5.07 --- ---
Great-West SecureFoundation® LT 2015 L MXLEX 0.11 1.08 1.28 6.20 5.53 6.25
Great-West Lifetime Cnsrv 2015 Inv MXLTX 0.27 0.52 0.60 3.63 4.15 4.53
Great-West Lifetime Cnsrv 2015 Svc MXLUX 0.28 0.52 0.60 3.64 4.08 4.45
Great-West Lifetime 2015 Inv MXLYX 0.16 1.01 1.01 5.30 5.17 5.86
Great-West Lifetime 2015 Svc MXLZX 0.12 0.98 0.98 5.21 5.07 5.78
Great-West Lifetime Cnsrv 2015 Instl MXMAX 0.28 0.70 0.70 4.08 4.50 ---
Great-West Lifetime 2015 Instl MXNYX 0.21 1.31 1.11 5.73 5.55 ---
Great-West SecureFoundation® LT 2015 Inv MXSJX 0.01 1.22 1.31 6.38 5.77 6.49
Great-West SecureFoundation® LT 2015 Svc MXSKX 0.04 1.15 1.24 6.29 5.65 6.39
Natixis Sustainable Future 2015 N NSFBX 0.37 1.98 1.49 7.28 --- ---
Nationwide Destination 2015 A NWEAX 0.12 0.91 1.14 5.27 4.60 5.23
Nationwide Destination 2015 R NWEBX 0.12 0.78 1.08 4.91 4.33 4.93
Nationwide Destination 2015 C NWECX 0.00 0.51 1.01 4.62 4.01 4.62
Nationwide Destination 2015 R6 NWEIX 0.12 1.15 1.26 5.80 5.11 5.72
Nationwide Destination 2015 Instl Svc NWESX 0.12 1.02 1.19 5.55 4.84 5.46
T. Rowe Price Target 2015 Advisor PAHRX 0.34 0.77 0.68 4.59 4.71 ---
T. Rowe Price Retirement 2015 Advisor PARHX 0.20 1.14 0.87 5.85 5.61 6.47
Prudential Day One 2015 R1 PDCDX 0.18 0.46 1.02 5.00 --- ---
Prudential Day One 2015 R2 PDCEX 0.18 0.56 1.02 5.16 --- ---
Prudential Day One 2015 R3 PDCFX 0.18 0.65 1.12 5.32 --- ---
Prudential Day One 2015 R4 PDCGX 0.28 0.74 1.12 5.42 --- ---
Prudential Day One 2015 R5 PDCHX 0.28 0.83 1.21 5.62 --- ---
Prudential Day One 2015 R6 PDCJX 0.28 0.83 1.21 5.78 --- ---
Principal LifeTime Hybrid 2015 J PHJMX 0.27 --- 1.10 --- --- ---
Principal LifeTime Hybrid 2015 Instl PHTMX 0.27 0.83 1.10 5.60 5.07 ---
Invesco Peak Retirement 2015 A PKTMX 0.50 -0.40 0.71 --- --- ---
Invesco Peak Retirement 2015 C PKTNX 0.51 -0.80 0.51 --- --- ---
Invesco Peak Retirement 2015 Y PKTOX 0.60 -0.20 0.81 --- --- ---
Invesco Peak Retirement 2015 R PKTPX 0.51 -0.50 0.71 --- --- ---
Invesco Peak Retirement 2015 R5 PKTQX 0.60 -0.20 0.81 --- --- ---
Invesco Peak Retirement 2015 R6 PKTRX 0.60 -0.20 0.91 --- --- ---
Principal LifeTime Hybrid 2015 R6 PLRRX 0.27 0.82 1.10 5.59 --- ---
American Funds 2015 Trgt Date Retire R1 RAJTX 0.44 0.17 0.70 4.08 4.35 5.27
American Funds 2015 Trgt Date Retire R2E RBEJX 0.44 0.26 0.70 4.45 4.71 ---
American Funds 2015 Trgt Date Retire R2 RBJTX 0.35 0.09 0.62 4.06 4.38 5.31
American Funds 2015 Trgt Date Retire R3 RCJTX 0.52 0.35 0.78 4.59 4.83 5.76
American Funds 2015 Trgt Date Retire R4 RDBTX 0.52 0.61 0.87 4.89 5.18 6.09
American Funds 2015 Trgt Date Retire R5 REJTX 0.51 0.69 0.95 5.21 5.49 6.41
American Funds 2015 Trgt Date Retire R6 RFJTX 0.60 0.78 0.95 5.30 5.53 6.46
American Funds 2015 Trgt Date Retire R5E RHBTX 0.43 0.61 0.87 5.04 --- ---
T. Rowe Price Retirement 2015 R RRTMX 0.20 1.01 0.88 5.64 5.35 6.22
State Street Target Retirement 2015 A SSBBX 0.18 0.55 1.21 4.52 4.28 ---
State Street Target Retirement 2015 I SSBFX 0.18 0.74 1.20 4.87 4.59 ---
State Street Target Retirement 2015 K SSBHX 0.28 0.74 1.30 4.87 4.59 ---
Schwab Target 2015 SWGRX 0.17 0.94 1.11 5.04 4.49 5.40
Schwab Target 2015 Index SWYBX 0.46 1.12 1.59 5.13 --- ---
TIAA-CREF Lifecycle 2015 Premier TCFPX 0.10 1.40 1.10 6.74 5.75 6.59
ClearTrack 2015 R1 TCFTX 0.28 0.09 1.15 4.33 3.40 ---
TIAA-CREF Lifecycle 2015 Retirement TCLIX 0.08 1.30 1.05 6.59 5.64 6.49
TIAA-CREF Lifecycle 2015 Advisor TCNHX 0.10 1.40 1.10 6.83 --- ---
TIAA-CREF Lifecycle 2015 Institutional TCNIX 0.20 1.50 1.20 6.87 5.91 6.75
AB Multi-Manager Select 2015 A TDCAX -0.18 -0.28 0.00 5.11 4.94 ---
AB Multi-Manager Select 2015 C TDCCX -0.19 -0.65 -0.09 4.34 4.15 ---
AB Multi-Manager Select 2015 I TDCIX -0.19 -0.19 0.09 5.34 5.22 ---
AB Multi-Manager Select 2015 K TDCKX -0.19 -0.28 0.09 5.17 4.95 ---
AB Multi-Manager Select 2015 R TDCRX -0.19 -0.38 0.00 4.92 4.69 ---
AB Multi-Manager Select 2015 Advisor TDCYX -0.18 -0.18 0.09 5.39 5.21 ---
AB Multi-Manager Select 2015 Z TDCZX -0.19 -0.09 0.09 5.43 5.23 ---
ClearTrack 2015 R6 TDKTX 0.28 0.47 1.33 5.01 4.09 ---
TIAA-CREF Lifecycle Index 2015 Advisor TLFAX 0.19 1.14 1.34 6.01 --- ---
TIAA-CREF Lifecycle Index 2015 Instl TLFIX 0.19 1.21 1.34 6.03 5.43 6.31
TIAA-CREF Lifecycle Index 2015 Premier TLFPX 0.19 1.08 1.28 5.86 5.28 6.16
TIAA-CREF Lifecycle Index 2015 Retire TLGRX 0.19 1.09 1.35 5.75 5.18 6.07
T. Rowe Price Retirement I 2015 I TRFGX 0.33 1.43 1.00 6.34 --- ---
T. Rowe Price Retirement 2015 TRRGX 0.26 1.34 1.00 6.17 5.90 6.75
T. Rowe Price Target 2015 TRRTX 0.34 0.94 0.77 5.02 5.00 ---
T. Rowe Price Target 2015 I TTRTX 0.34 0.94 0.77 5.02 --- ---
Virtus DFA 2015 Trgt Date Retire Inc A VARTX 0.67 -0.05 0.85 4.23 --- ---
Virtus DFA 2015 Trgt Date Retire Inc I VDFIX 0.66 0.04 0.94 4.53 --- ---
Virtus DFA 2015 Trgt Date Retire Inc R6 VDFRX 0.66 0.12 1.02 4.70 --- ---
Vanguard Instl Trgt Retire 2015 Instl VITVX 0.23 1.00 0.95 5.64 5.14 ---
Vanguard Target Retirement 2015 Inv VTXVX 0.26 0.98 0.98 5.61 5.08 6.09
Wells Fargo Dynamic Target 2015 A WDTAX 0.18 1.63 1.45 6.49 --- ---
Wells Fargo Dynamic Target 2015 C WDTCX 0.18 1.18 1.27 5.77 --- ---
Wells Fargo Dynamic Target 2015 R4 WDTYX 0.27 1.72 1.54 6.87 --- ---
Wells Fargo Dynamic Target 2015 R6 WDTZX 0.27 1.81 1.54 7.02 --- ---
Wells Fargo Target 2015 A WFACX 0.35 -0.23 0.99 3.28 3.17 3.14
Wells Fargo Target 2015 R WFBRX 0.29 -0.34 0.92 3.03 2.91 2.86
Wells Fargo Target 2015 Admin WFFFX 0.37 -0.18 0.99 3.36 3.32 3.28
Wells Fargo Target 2015 R6 WFSCX 0.48 0.11 1.11 3.82 3.65 3.64
Wells Fargo Target 2015 R4 WFSRX 0.43 -0.09 1.06 3.61 3.47 3.48