Membership Home Portfolio Stocks Bondsnew Funds ETFs CEFs Markets Tools Real Life Finance Discuss

Target Date 2041-2045: Total Returns

Print
Data through 5/18/2012. Click here to return to the Fund Category Performance page.
Our favorite Target Date 2041-2045 funds.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Target Date 2041-2045 -6.73 2.06 -6.71 -7.48 11.82 -2.20
American Funds Trgt Date Ret 2045 A AAHTX -5.83 2.91 -5.06 -5.22 11.91 -0.44
American Funds Trgt Date Ret 2045 A LW AAHTX.LW -5.83 2.91 -5.06 -5.22 11.91 -0.44
American Century LIVESTRONG 2045 Instl AOOIX -6.14 3.38 -4.75 -2.98 13.44 0.49
American Century LIVESTRONG 2045 A AROAX -6.16 3.13 -4.84 -3.42 12.93 0.02
American Century LIVESTRONG 2045 A LW AROAX.LW -6.16 3.13 -4.84 -3.42 12.93 0.02
American Century LIVESTRONG 2045 C AROCX -6.24 2.87 -4.99 -4.15 --- ---
American Century LIVESTRONG 2045 Inv AROIX -6.08 3.30 -4.76 -3.18 13.23 0.29
American Century LIVESTRONG 2045 R ARORX -6.16 3.13 -4.84 -3.66 12.69 -0.21
BlackRock Lifecycle Prepared 2045 Inv A BAPJX -6.94 1.96 -7.04 -7.05 11.60 -0.73
BlackRock Lifecycle Prepared 2045 I A LW BAPJX.LW -6.94 1.96 -7.04 -7.05 11.60 -0.73
BlackRock Lifecycle Prepared 2045 Instl BIPJX -6.87 2.15 -6.87 -6.65 12.22 -0.19
BlackRock Lifecycle Prepared 2045 R BRPJX -6.99 1.86 -7.08 -7.29 11.36 -0.97
Columbia Retirement Plus 2045 A COSAX -6.73 2.69 -5.87 -5.48 10.94 -3.19
Columbia Retirement Plus 2045 A LW COSAX.LW -6.73 2.69 -5.87 -5.48 10.94 -3.19
Columbia Retirement Plus 2045 R COSRX -6.76 2.77 -5.80 -5.78 10.59 -3.42
Columbia Retirement Plus 2045 C CRFCX -6.75 2.36 -6.00 -6.36 --- ---
Fidelity Freedom 2045 FFFGX -6.25 2.49 -5.85 -7.59 11.84 -2.00
Fidelity Advisor Freedom 2045 I FFFIX -6.21 2.24 -5.82 -7.55 12.56 -2.17
Fidelity Advisor Freedom 2045 C FFFJX -6.24 1.86 -5.95 -8.37 11.31 -3.09
Fidelity Advisor Freedom 2045 B FFFKX -6.23 1.85 -6.03 -8.44 11.48 -3.12
Fidelity Advisor Freedom 2045 T FFFTX -6.17 2.12 -5.88 -7.97 12.04 -2.63
Fidelity Advisor Freedom 2045 A FFFZX -6.19 2.18 -5.80 -7.70 12.31 -2.39
Fidelity Advisor Freedom 2045 A LW FFFZX.LW -6.19 2.18 -5.80 -7.70 12.31 -2.39
Fidelity Freedom K 2045 FFKGX -6.24 2.57 -5.83 -7.49 --- ---
Fidelity Freedom Index 2045 W FIOFX -5.65 1.56 -5.88 -6.18 --- ---
Franklin Templeton 2045 Retire Trgt A FTTAX -6.27 0.20 -6.88 -7.44 12.67 -0.15
Franklin Templeton 2045 Retire Trgt A LW FTTAX.LW -6.27 0.20 -6.88 -7.44 12.67 -0.15
Allianz Global Investors Solu 2045 Admin GBMAX -5.38 1.51 -6.01 --- --- ---
Allianz Global Investors Solu 2045 A GBVAX -5.38 1.51 -6.07 --- --- ---
Allianz Global Investors Solu 2045 A LW GBVAX.LW -5.38 1.51 -6.07 --- --- ---
Allianz Global Investors Solu 2045 Instl GBVIX -5.31 1.70 -5.89 --- --- ---
Allianz Global Investors Solu 2045 P GBVPX -5.31 1.64 -5.95 --- --- ---
Allianz Global Investors Solu 2045 R GBVRX -5.39 1.38 -6.13 --- --- ---
GuideStone Funds MyDestination 2045 GS4 GMFZX -7.50 2.26 -6.86 -7.73 13.65 -2.56
Harbor Target Retirement 2045 Instl HACCX -7.39 3.07 -7.17 -8.43 12.07 ---
Harbor Target Retirement 2045 Adm HADDX -7.39 3.07 -7.17 -8.43 12.07 ---
Harbor Target Retirement 2045 Inv HAEEX -7.39 3.07 -7.17 -8.43 12.07 ---
Hartford Target Retirement 2045 R3 HTNRX -7.06 2.22 -6.99 -7.81 12.32 ---
Hartford Target Retirement 2045 R4 HTNSX -6.96 2.45 -6.89 -7.49 12.67 ---
Hartford Target Retirement 2045 R5 HTNTX -7.03 2.37 -6.89 -7.52 12.71 ---
ING Index Solution 2045 Port Adv ISJAX -7.36 1.42 -7.55 -8.72 10.85 ---
ING Index Solution 2045 Port I ISJIX -7.23 1.61 -7.32 -8.27 11.40 ---
ING Index Solution 2045 Port S ISJSX -7.20 1.51 -7.38 -8.40 11.14 ---
ING Index Solution 2045 Port T ISJTX -7.37 1.31 -7.55 -8.96 10.57 ---
ING Solution 2045 Port S2 ISPDX -7.49 2.48 -7.09 -7.95 --- ---
ING Solution 2045 Port Adv ISRAX -7.44 2.46 -7.04 -8.06 11.36 -3.10
ING Solution 2045 Port I ISRIX -7.38 2.70 -6.91 -7.60 11.91 -2.62
ING Solution 2045 Port S ISRSX -7.37 2.53 -7.05 -7.83 11.63 -2.86
ING Solution 2045 Port T ISRTX -7.48 2.35 -7.17 -8.26 11.09 -3.31
ING Index Solution 2045 Port S2 ISVLX -7.26 1.41 -7.45 -8.64 --- ---
JHancock2 Retirement Living 2045 A JLJAX -6.98 2.34 -6.89 -8.41 12.22 -2.09
JHancock2 Retirement Living 2045 A LW JLJAX.LW -6.98 2.34 -6.89 -8.41 12.22 -2.09
JHancock2 Retirement Living 2045 R1 JLJDX -7.09 2.23 -7.00 -8.57 11.99 -2.24
JHancock2 Lifecycle 2045 R2 JLJEX -6.97 --- --- --- --- ---
JHancock2 Retirement Living 2045 R3 JLJFX -7.09 2.23 -7.00 -8.57 12.09 -2.18
JHancock2 Retirement Living 2045 R4 JLJGX -7.07 2.34 -6.88 -8.30 12.42 -1.90
JHancock2 Retirement Living 2045 R5 JLJHX -6.96 2.56 -6.77 -7.98 12.74 -1.59
JHancock2 Retirement Living 2045 R6 JLJIX -6.96 2.56 -6.77 --- --- ---
JHancock2 Retirement Living 2045 1 JLJOX -7.06 2.44 -6.77 -8.04 12.70 -1.62
JHFunds2 Retirement 2045 Portfolio 1 JRVOX -6.04 1.86 -5.53 -4.30 --- ---
JHancock2 Retirement 2045 R4 JRVPX --- --- --- --- --- ---
JPMorgan SmartRetirement 2045 A JSAAX -7.05 3.14 -6.50 -6.77 13.13 ---
JPMorgan SmartRetirement 2045 A LW JSAAX.LW -7.05 3.14 -6.50 -6.77 13.13 ---
JPMorgan SmartRetirement 2045 C JSACX -7.07 2.85 -6.64 -7.36 12.43 ---
JPMorgan SmartRetirement 2045 Instl JSAIX -7.03 3.19 -6.49 -6.54 13.42 ---
JPMorgan SmartRetirement 2045 Select JSASX -6.97 3.15 -6.46 -6.61 13.30 ---
JPMorgan SmartRetirement 2045 R2 JSAZX -7.00 3.04 -6.53 -6.97 12.84 ---
BlackRock Lifepath Index 2045 Investor A LIHAX -6.77 1.98 -6.58 --- --- ---
BlackRock Lifepath Index 2045 Instl LIHIX -6.77 2.02 -6.55 --- --- ---
BlackRock Lifepath Index 2045 K LIHKX -6.67 2.14 -6.44 --- --- ---
Legg Mason Target Retirement 2045 A LMKAX -6.95 1.42 -7.19 -8.07 11.81 ---
Legg Mason Target Retirement 2045 A LW LMKAX.LW -6.95 1.42 -7.19 -8.07 11.81 ---
Legg Mason Target Retirement 2045 C LMKCX -7.05 1.14 -7.37 -8.85 10.97 ---
Legg Mason Target Retirement 2045 FI LMKFX -6.95 1.52 -7.11 -8.07 11.81 ---
Legg Mason Target Retirement 2045 I LMKIX -6.95 1.61 -7.11 -7.81 12.11 ---
Legg Mason Target Retirement 2045 R LMKRX -6.96 1.42 -7.20 -8.30 11.54 ---
Legg Mason Target Retirement 2045 IS LMKSX --- --- --- --- --- ---
BlackRock LifePath 2045 Investor A LPHAX -7.07 1.84 -6.93 -7.33 --- ---
BlackRock LifePath 2045 Investor A LW LPHAX.LW -7.07 1.84 -6.93 -7.33 --- ---
BlackRock LifePath 2045 Investor C LPHCX -7.04 1.61 -7.04 -7.97 --- ---
BlackRock LifePath 2045 Institutional LPHIX -7.07 2.00 -6.87 -7.07 --- ---
BlackRock LifePath 2045 K LPHKX -6.90 2.15 -6.72 -6.64 --- ---
BlackRock LifePath 2045 R LPHRX -7.00 1.86 -6.92 -7.46 --- ---
AllianceBern 2045 Retirement Strat A LTPAX -9.35 0.22 -10.07 -12.07 9.29 -4.97
AllianceBern 2045 Retirement Strat A LW LTPAX.LW -9.35 0.22 -10.07 -12.07 9.29 -4.97
AllianceBern 2045 Retirement Strat B LTPBX -9.46 -0.11 -10.27 -12.70 8.50 -5.64
AllianceBern 2045 Retirement Strat C LTPCX -9.38 -0.11 -10.28 -12.69 8.52 -5.64
AllianceBern 2045 Retirement Strat I LTPIX -9.31 0.33 -10.03 -11.79 9.58 -4.69
AllianceBern 2045 Retirement Strat K LTPKX -9.32 0.22 -10.04 -12.01 9.35 -4.92
AllianceBern 2045 Retirement Strat R LTPRX -9.34 0.11 -10.15 -12.30 9.04 -5.17
AllianceBern 2045 Retirement Strat Adv LTPVX -9.32 0.33 -10.03 -11.81 9.60 -4.69
Principal LifeTime 2045 R5 LTRDX -7.08 2.84 -6.02 -6.91 12.60 ---
Principal LifeTime 2045 R1 LTRGX -7.16 2.64 -6.28 -7.56 11.87 ---
Principal LifeTime 2045 Instl LTRIX -7.11 3.04 -5.97 -6.76 12.89 ---
Principal LifeTime 2045 R4 LTRLX -7.09 2.84 -6.13 -7.06 12.46 ---
Principal LifeTime 2045 R2 LTRSX -7.14 2.75 -6.07 -7.42 12.08 ---
Principal LifeTime 2045 R3 LTRVX -7.12 2.74 -6.15 -7.31 12.26 ---
MassMutual RetireSMART 2045 A MMKAX -7.72 2.03 -7.55 -8.52 --- ---
MassMutual RetireSMART 2045 A LW MMKAX.LW -7.72 2.03 -7.55 -8.52 --- ---
MassMutual RetireSMART 2045 L MMKLX -7.61 2.13 -7.44 -8.19 --- ---
MassMutual RetireSMART 2045 S MMKSX -7.69 2.23 -7.44 -8.10 --- ---
MassMutual RetireSMART 2045 Y MMKYX -7.69 2.13 -7.44 -8.15 --- ---
Maxim SecureFoundation LT 2045 Port L MXLNX -6.58 2.09 -6.88 -6.56 --- ---
Maxim Lifetime 2045 I T MXMLX -5.89 2.95 -5.69 -5.04 13.09 ---
Maxim Lifetime 2045 I T1 MXNLX -5.89 2.87 -5.76 -5.15 12.96 ---
Maxim Lifetime 2045 II T MXOLX -6.40 2.95 -6.34 -5.99 13.37 ---
Maxim Lifetime 2045 II T1 MXPLX -6.43 2.89 -6.37 -6.06 13.26 ---
Maxim Lifetime 2045 III T MXQLX -6.69 2.94 -6.63 -6.40 13.50 ---
Maxim Lifetime 2045 III T1 MXRLX -6.63 2.94 -6.57 -6.48 13.41 ---
Maxim SecureFoundation LT 2045 Port G MXSTX -6.67 2.08 -6.84 -6.61 --- ---
Maxim SecureFoundation LT 2045 Port G1 MXSWX -6.57 2.19 -6.83 -6.65 --- ---
Maxim Lifetime 2045 II L MXYLX -6.43 2.87 -6.43 -6.22 --- ---
Nationwide Destination 2045 A NWNAX -6.60 1.15 -7.26 -8.60 11.82 ---
Nationwide Destination 2045 A LW NWNAX.LW -6.60 1.15 -7.26 -8.60 11.82 ---
Nationwide Destination 2045 R2 NWNBX -6.52 1.16 -7.18 -8.75 11.55 ---
Nationwide Destination 2045 C NWNCX -6.52 1.15 -7.29 -8.91 11.31 ---
Nationwide Destination 2045 Instl NWNIX -6.46 1.40 -7.12 -8.21 12.37 ---
Nationwide Destination 2045 R1 NWNRX -6.53 1.03 -7.30 -8.96 11.33 ---
Nationwide Destination 2045 Instl Svc NWNSX -6.49 1.28 -7.15 -8.36 12.12 ---
T. Rowe Price Retirement 2045 Adv PARLX -7.35 3.09 -6.59 -6.27 13.47 ---
Putnam RetirementReady 2045 A PRVLX -6.56 3.00 -5.84 -6.50 11.76 -3.20
Putnam RetirementReady 2045 A LW PRVLX.LW -6.56 3.00 -5.84 -6.50 11.76 -3.20
Putnam RetirementReady 2045 Y PRVYX -6.56 3.02 -5.83 -6.29 12.00 -2.97
American Funds Trgt Date Ret 2045 R1 RAHTX -5.91 2.60 -5.32 -5.95 11.06 -1.20
American Funds Trgt Date Ret 2045 R2 RBHTX -5.92 2.60 -5.23 -5.92 11.10 -1.18
American Funds Trgt Date Ret 2045 R3 RCHTX -5.88 2.70 -5.19 -5.65 11.49 -0.79
American Funds Trgt Date Ret 2045 R4 RDHTX -5.84 2.80 -5.16 -5.32 11.87 -0.46
American Funds Trgt Date Ret 2045 R5 REHTX -5.80 3.01 -5.03 -4.93 12.20 -0.15
American Funds Trgt Date Ret 2045 R6 RFHTX -5.82 3.02 -5.05 -4.91 --- ---
Columbia Retirement Plus 2045 Z RRPYX -6.71 2.81 -5.75 -5.36 11.16 -2.99
T. Rowe Price Retirement 2045 R RRTRX -7.40 3.02 -6.63 -6.49 13.21 ---
Columbia Retirement Plus 2045 R4 RSNNX -6.66 2.86 -5.81 -5.54 11.02 -3.00
Russell LifePoints 2045 Strategy R3 RWLDX -7.47 0.78 -7.82 -9.84 10.98 ---
Russell LifePoints 2045 Strategy R1 RWLRX -7.45 1.03 -7.57 -9.35 11.57 ---
Russell LifePoints 2045 Strategy R2 RWLTX -7.34 0.97 -7.61 -9.49 11.37 ---
TIAA-CREF Lifecycle Index 2045 Premier TLMPX -6.55 2.24 -6.16 -5.44 --- ---
TIAA-CREF Lifecycle Index 2045 Ret TLMRX -6.56 2.24 -6.17 -5.55 --- ---
TIAA-CREF Lifecycle Index 2045 Inst TLXIX -6.53 2.42 -6.07 -5.26 --- ---
T. Rowe Price Retirement 2045 TRRKX -7.40 3.17 -6.64 -6.07 13.74 -0.62
TIAA-CREF Lifecycle 2045 Instl TTFIX -7.45 2.93 -6.71 -6.64 12.22 ---
TIAA-CREF Lifecycle 2045 Premier TTFPX -7.47 2.81 -6.72 -6.84 --- ---
TIAA-CREF Lifecycle 2045 Retirement TTFRX -7.49 2.82 -6.74 -6.89 11.97 ---
Vantagepoint Milestone 2045 VPRJX -7.05 2.15 -6.89 -7.27 --- ---
Vanguard Target Retirement 2045 Inv VTIVX -6.74 2.10 -6.48 -6.10 12.29 -0.89
Wells Fargo Advantage DJ Target 2045 I WFQPX -7.18 1.40 -7.54 -7.98 12.54 ---
Wells Fargo Advantage DJ Target 2045 Inv WFQSX -7.13 1.42 -7.56 -8.20 12.13 ---
Wells Fargo Advantage DJ Target 2045 Adm WFQYX -7.15 1.32 -7.57 -8.17 12.19 ---
Content Partners
Site Directory Site Map Our Products
Corrections Help Advertising Opportunities Licensing Opportunities Glossary RSS Mobile Portfolio Affiliate Careers
International Sites: Australia Canada China France Germany Hong Kong Italy The Netherlands Norway Spain U.K. Switzerland
Independent. Insightful. Trusted. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. Our reliable data and analysis can help both experienced enthusiasts and newcomers.

© Copyright 2012 Morningstar, Inc. All rights reserved. Please read our Terms of Useand Privacy Policy.Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Russell 2000 quote is 10 minutes delayed.