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Target Date 2041-2045: Total Returns

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Data through 5/23/2013. 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 2041-2045 3.50 10.86 6.18 23.50 13.50 3.52
American Funds Trgt Date Ret 2045 A AAHTX 3.91 12.72 7.83 25.95 14.59 4.81
American Funds Trgt Date Ret 2045 A LW AAHTX.LW 3.91 12.72 7.83 25.95 14.59 4.81
American Century LIVESTRONG 2045 Instl AOOIX 3.43 11.14 6.49 22.36 14.32 5.07
American Century LIVESTRONG 2045 A AROAX 3.37 10.92 6.28 21.78 13.82 4.59
American Century LIVESTRONG 2045 A LW AROAX.LW 3.37 10.92 6.28 21.78 13.82 4.59
American Century LIVESTRONG 2045 C AROCX 3.30 10.59 6.13 20.87 12.97 ---
American Century LIVESTRONG 2045 Inv AROIX 3.36 11.07 6.34 22.05 14.08 4.85
American Century LIVESTRONG 2045 R ARORX 3.37 10.92 6.28 21.47 13.53 4.34
BlackRock LifePath Active 2045 Inv A BAPJX 3.21 9.86 6.23 21.56 12.66 3.50
BlackRock LifePath Active 2045 Inv A LW BAPJX.LW 3.21 9.86 6.23 21.56 12.66 3.50
BlackRock LifePath Active 2045 K BIPJX 3.26 9.94 6.25 22.08 13.21 4.04
BlackRock LifePath Active 2045 Instl BLJIX 3.17 9.85 6.26 --- --- ---
BlackRock LifePath Active 2045 R BRPJX 3.14 9.72 6.07 21.23 12.37 3.24
Strategic Advisers Multi-Mgr 2045 FEZPX 3.56 10.01 5.86 --- --- ---
Fidelity Freedom 2045 FFFGX 3.49 10.26 6.14 22.26 12.61 3.02
Fidelity Advisor Freedom 2045 I FFFIX 3.43 10.15 5.95 22.46 13.01 3.03
Fidelity Advisor Freedom 2045 C FFFJX 3.36 9.73 5.71 21.18 11.88 2.04
Fidelity Advisor Freedom 2045 B FFFKX 3.35 9.69 5.59 21.13 11.88 2.02
Fidelity Advisor Freedom 2045 T FFFTX 3.34 9.89 5.78 21.73 12.42 2.52
Fidelity Advisor Freedom 2045 A FFFZX 3.38 9.91 5.82 22.02 12.72 2.77
Fidelity Advisor Freedom 2045 A LW FFFZX.LW 3.38 9.91 5.82 22.02 12.72 2.77
Fidelity Freedom K 2045 FFKGX 3.55 10.39 6.17 22.48 12.75 ---
Fidelity Freedom Index 2045 W FIOFX 3.20 9.40 5.40 20.89 12.54 ---
Franklin LifeSmart™ 2045 Retire Trgt A FTTAX 3.12 8.89 5.04 18.79 12.15 3.86
Franklin LifeSmart™ 2045 Retire Trg A LW FTTAX.LW 3.12 8.89 5.04 18.79 12.15 3.86
AllianzGI Retirement 2045 Administrative GBMAX 2.05 7.30 3.94 18.47 --- ---
AllianzGI Retirement 2045 A GBVAX 2.05 7.31 3.95 18.52 --- ---
AllianzGI Retirement 2045 A Load Waived GBVAX.LW 2.05 7.31 3.95 18.52 --- ---
AllianzGI Retirement 2045 R6 GBVIX 2.04 7.47 3.99 18.91 --- ---
AllianzGI Retirement 2045 P GBVPX 2.10 7.41 3.99 18.85 --- ---
AllianzGI Retirement 2045 R GBVRX 2.00 7.15 3.78 18.03 --- ---
GuideStone Funds MyDestination 2045 GS4 GMFZX 3.96 12.04 7.11 25.89 15.03 3.71
Harbor Target Retirement 2045 Instl HACCX 4.05 10.69 5.88 24.18 13.62 ---
Harbor Target Retirement 2045 Adm HADDX 3.97 10.69 5.88 24.18 13.59 ---
Harbor Target Retirement 2045 Inv HAEEX 4.05 10.69 5.88 24.18 13.59 ---
The Hartford Target Retirement 2045 R3 HTNRX 3.37 9.18 5.43 21.36 13.06 ---
The Hartford Target Retirement 2045 R4 HTNSX 3.42 9.29 5.48 21.67 13.38 ---
The Hartford Target Retirement 2045 R5 HTNTX 3.35 9.37 5.55 21.72 13.41 ---
The Hartford Target Retirement 2045 Y HTNZX 3.35 --- --- --- --- ---
ING Retirement Solution 2045 I IRSPX 4.23 11.47 6.85 --- --- ---
ING Index Solution 2045 Port Adv ISJAX 3.89 11.89 6.69 25.56 13.79 2.95
ING Index Solution 2045 Port I ISJIX 3.90 12.05 6.84 26.14 14.37 3.47
ING Index Solution 2045 Port S ISJSX 3.94 11.96 6.81 25.94 14.09 3.21
ING Index Solution 2045 Port T ISJTX 3.80 11.78 6.59 25.21 13.52 2.71
ING Solution 2045 Port S2 ISPDX 4.26 11.27 6.61 22.98 13.49 ---
ING Solution 2045 Port Adv ISRAX 4.14 11.19 6.47 22.77 13.38 2.56
ING Solution 2045 Port I ISRIX 4.21 11.47 6.66 23.47 13.94 3.08
ING Solution 2045 Port S ISRSX 4.18 11.32 6.57 23.12 13.66 2.82
ING Solution 2045 Port T ISRTX 4.18 11.16 6.49 22.62 13.15 2.37
ING Index Solution 2045 Port S2 ISVLX 3.89 11.90 6.70 25.72 13.89 ---
JHancock2 Retire Living through 2045 A JLJAX 3.86 11.38 6.32 23.55 13.21 3.25
JHancock2 Retire Living through 204 A LW JLJAX.LW 3.86 11.38 6.32 23.55 13.21 3.25
JHancock2 Retire Living through 2045 R1 JLJDX 3.76 11.17 6.23 23.16 12.99 3.04
JHancock2 Retire Living through 2045 R2 JLJEX 3.85 11.34 6.40 23.48 --- ---
JHancock2 Retire Living through 2045 R3 JLJFX 3.86 11.27 6.32 23.40 13.09 3.17
JHancock2 Retire Living through 2045 R4 JLJGX 3.85 11.47 6.41 23.80 13.42 3.46
JHancock2 Retire Living through 2045 R5 JLJHX 3.93 11.53 6.49 24.08 13.76 3.77
JHancock2 Retire Living through 2045 R6 JLJIX 3.84 11.44 6.40 24.03 --- ---
JHancock2 Retire Living through 2045 1 JLJOX 3.94 11.55 6.50 24.10 13.73 3.74
JPMorgan SmartRetirement® Blend 2045 R5 JMBRX 3.31 10.74 6.44 --- --- ---
JPMorgan SmartRetirement® Blend 2045 Sel JMSSX 3.25 10.63 6.33 --- --- ---
JPMorgan SmartRetirement® Blend 2045 R6 JMYAX 3.31 10.75 6.45 --- --- ---
JHancock2 Retirement Choices at 2045 1 JRVOX 3.13 10.32 6.02 22.30 13.25 ---
JHancock2 Retirement Choices at 2045 R4 JRVPX 3.12 10.18 5.91 21.98 --- ---
JHancock2 Retirement Choices at 2045 R1 JRVQX 3.04 10.01 5.83 --- --- ---
JHancock2 Retirement Choices at 2045 R2 JRVRX 3.13 10.20 5.92 --- --- ---
JHancock2 Retirement Choices at 2045 R6 JRVSX 3.13 10.32 6.02 --- --- ---
JPMorgan SmartRetirement® 2045 A JSAAX 4.11 11.60 7.32 26.15 14.47 5.96
JPMorgan SmartRetirement® 2045 A LW JSAAX.LW 4.11 11.60 7.32 26.15 14.47 5.96
JPMorgan SmartRetirement® 2045 C JSACX 4.06 11.35 7.20 25.33 13.74 5.32
JPMorgan SmartRetirement® 2045 Instl JSAIX 4.16 11.69 7.42 26.42 14.76 6.26
JPMorgan SmartRetirement® 2045 Select JSASX 4.16 11.66 7.39 26.26 14.61 6.10
JPMorgan SmartRetirement® 2045 R2 JSAZX 4.18 11.49 7.34 25.84 14.22 ---
BlackRock Lifepath Index 2045 Investor A LIHAX 2.76 10.83 6.22 23.64 --- ---
BlackRock Lifepath Index 2045 Instl LIHIX 2.85 10.95 6.33 23.92 --- ---
BlackRock Lifepath Index 2045 K LIHKX 2.75 10.96 6.34 23.96 --- ---
Legg Mason Target Retirement 2045 A LMKAX 3.77 11.95 6.89 26.10 13.97 ---
Legg Mason Target Retirement 2045 A LW LMKAX.LW 3.77 11.95 6.89 26.10 13.97 ---
Legg Mason Target Retirement 2045 C LMKCX 3.78 11.70 6.74 25.22 13.11 ---
Legg Mason Target Retirement 2045 FI LMKFX 3.90 12.78 7.01 27.03 14.24 ---
Legg Mason Target Retirement 2045 I LMKIX 3.85 12.14 6.98 26.48 14.28 ---
Legg Mason Target Retirement 2045 R LMKRX 3.81 13.12 6.82 27.11 14.08 ---
Legg Mason Target Retirement 2045 IS LMKSX --- --- --- --- --- ---
BlackRock LifePath 2045 Investor A LPHAX 2.90 8.92 5.53 21.22 --- ---
BlackRock LifePath 2045 Investor A LW LPHAX.LW 2.90 8.92 5.53 21.22 --- ---
BlackRock LifePath 2045 Investor C LPHCX 2.85 8.62 5.29 20.33 --- ---
BlackRock LifePath 2045 Instl LPHIX 2.90 9.05 5.57 21.51 --- ---
BlackRock LifePath 2045 K LPHKX 2.95 9.42 5.70 22.26 --- ---
BlackRock LifePath 2045 R LPHRX 2.90 8.86 5.46 20.96 --- ---
MFS Lifetime 2045 A LTMAX 3.48 11.98 6.30 --- --- ---
MFS Lifetime 2045 A Load Waived LTMAX.LW 3.48 11.98 6.30 --- --- ---
MFS Lifetime 2045 B LTMBX 3.39 11.58 6.02 --- --- ---
MFS Lifetime 2045 C LTMDX 3.49 11.58 6.12 --- --- ---
MFS Lifetime 2045 I LTMKX 3.57 12.08 6.39 --- --- ---
MFS Lifetime 2045 R1 LTMRX 3.39 11.58 6.02 --- --- ---
MFS Lifetime 2045 R2 LTMSX 3.48 11.88 6.20 --- --- ---
MFS Lifetime 2045 R3 LTMTX 3.48 11.98 6.30 --- --- ---
MFS Lifetime 2045 R4 LTMUX 3.57 12.08 6.39 --- --- ---
AllianceBern 2045 Retirement Strat A LTPAX 4.28 11.07 6.02 24.73 11.41 1.17
AllianceBern 2045 Retirement Strat A LW LTPAX.LW 4.28 11.07 6.02 24.73 11.41 1.17
AllianceBern 2045 Retirement Strat B LTPBX 4.15 10.78 5.81 23.89 10.66 0.48
AllianceBern 2045 Retirement Strat C LTPCX 4.16 10.82 5.82 23.88 10.63 0.46
AllianceBern 2045 Retirement Strat I LTPIX 4.32 11.18 6.08 25.16 11.76 1.48
AllianceBern 2045 Retirement Strat K LTPKX 4.23 11.07 5.98 24.88 11.45 1.22
AllianceBern 2045 Retirement Strat R LTPRX 4.24 10.98 5.89 24.48 11.17 0.96
AllianceBern 2045 Retirement Strat Adv LTPVX 4.27 11.24 6.10 25.17 11.79 1.49
Principal LifeTime 2045 R5 LTRDX 3.47 11.07 6.15 24.01 14.16 3.53
Principal LifeTime 2045 R1 LTRGX 3.42 10.77 5.93 23.24 13.46 2.89
Principal LifeTime 2045 Instl LTRIX 3.53 11.28 6.19 24.38 14.49 3.86
Principal LifeTime 2045 R4 LTRLX 3.48 10.99 6.07 23.87 14.04 3.40
Principal LifeTime 2045 R2 LTRSX 3.51 10.87 6.03 23.48 13.61 3.02
Principal LifeTime 2045 R3 LTRVX 3.49 10.92 6.09 23.64 13.84 3.19
MassMutual RetireSMART 2045 A MMKAX 4.22 11.93 6.61 25.16 14.13 ---
MassMutual RetireSMART 2045 A LW MMKAX.LW 4.22 11.93 6.61 25.16 14.13 ---
MassMutual RetireSMART 2045 L MMKLX 4.12 12.10 6.68 25.50 14.42 ---
MassMutual RetireSMART 2045 S MMKSX 4.11 12.07 6.67 25.58 14.55 ---
MassMutual RetireSMART 2045 Y MMKYX 4.11 12.07 6.67 25.64 14.49 ---
Manning & Napier Target 2045 C MTUCX 3.82 11.73 5.89 --- --- ---
Manning & Napier Target 2045 I MTUIX 3.90 12.09 6.05 --- --- ---
Manning & Napier Target 2045 K MTUKX 3.98 12.09 6.14 --- --- ---
Manning & Napier Target 2045 R MTURX 3.83 11.95 5.99 --- --- ---
Great-West SecureFoundation® LT 2045 L MXLNX 3.76 11.61 6.42 25.54 --- ---
Great-West Lifetime 2045 I T MXMLX 3.38 10.50 6.00 23.72 13.42 ---
Great-West Lifetime 2045 I T1 MXNLX 3.32 10.44 5.94 23.52 13.29 ---
Great-West Lifetime 2045 II T MXOLX 3.68 11.47 6.47 25.48 14.01 ---
Great-West Lifetime 2045 II T1 MXPLX 3.70 11.47 6.44 25.35 13.92 ---
Great-West Lifetime 2045 III T MXQLX 3.88 11.94 6.70 26.33 14.31 ---
Great-West Lifetime 2045 III T1 MXRLX 3.88 11.95 6.71 26.24 14.20 ---
Great-West SecureFoundation® LT 2045 G MXSTX 3.79 11.58 6.45 25.58 13.13 ---
Great-West SecureFoundation® LT 2045 G1 MXSWX 3.79 11.57 6.45 25.43 12.99 ---
Great-West Lifetime 2045 II L MXYLX 3.74 11.39 6.42 25.20 --- ---
Nationwide Destination 2045 A NWNAX 3.84 12.48 6.93 26.53 14.06 3.35
Nationwide Destination 2045 A LW NWNAX.LW 3.84 12.48 6.93 26.53 14.06 3.35
Nationwide Destination 2045 R2 NWNBX 3.76 12.37 6.79 26.20 13.78 3.08
Nationwide Destination 2045 C NWNCX 3.86 12.30 6.85 25.91 13.50 2.87
Nationwide Destination 2045 Instl NWNIX 3.83 12.69 7.02 27.15 14.63 3.86
Nationwide Destination 2045 R1 NWNRX 3.87 12.33 6.87 26.10 13.60 2.93
Nationwide Destination 2045 Instl Svc NWNSX 3.85 12.57 7.00 26.80 14.35 3.59
T. Rowe Price Retirement 2045 Adv PARLX 3.90 11.53 6.73 24.72 14.41 5.19
PIMCO RealRetirement 2045 A PFZAX 1.03 5.84 2.85 17.47 --- ---
PIMCO RealRetirement 2045 A Load Waived PFZAX.LW 1.03 5.84 2.85 17.47 --- ---
PIMCO RealRetirement 2045 C PFZCX 0.93 5.46 2.58 16.52 --- ---
PIMCO RealRetirement 2045 D PFZDX 1.03 5.79 2.80 17.45 --- ---
PIMCO RealRetirement 2045 Institutional PFZIX 1.12 6.00 3.00 18.04 --- ---
PIMCO RealRetirement 2045 Admin PFZMX 1.03 5.89 2.89 17.74 --- ---
PIMCO RealRetirement 2045 P PFZPX 1.03 5.96 2.87 17.92 --- ---
PIMCO RealRetirement 2045 R PFZRX 1.02 5.72 2.75 17.18 --- ---
Putnam RetirementReady 2045 A PRVLX 3.95 12.93 7.38 25.36 13.70 3.84
Putnam RetirementReady 2045 A LW PRVLX.LW 3.95 12.93 7.38 25.36 13.70 3.84
Putnam RetirementReady 2045 Y PRVYX 3.94 12.97 7.43 25.62 13.96 4.09
American Funds Trgt Date Ret 2045 R1 RAHTX 3.86 12.45 7.73 25.05 13.73 4.03
American Funds Trgt Date Ret 2045 R2 RBHTX 3.88 12.50 7.76 25.12 13.79 4.04
American Funds Trgt Date Ret 2045 R3 RCHTX 3.94 12.60 7.79 25.67 14.24 4.46
American Funds Trgt Date Ret 2045 R4 RDHTX 4.00 12.72 7.93 26.10 14.60 4.80
American Funds Trgt Date Ret 2045 R5 REHTX 3.98 12.86 7.98 26.35 14.92 5.11
American Funds Trgt Date Ret 2045 R6 RFHTX 3.90 12.80 7.91 26.38 14.98 ---
T. Rowe Price Retirement 2045 R RRTRX 3.85 11.46 6.70 24.44 14.16 4.97
Russell LifePoints 2045 Strategy R3 RWLDX 3.46 9.76 5.76 23.37 12.15 2.41
Russell LifePoints 2045 Strategy R1 RWLRX 3.56 9.98 5.87 24.12 12.73 2.94
Russell LifePoints 2045 Strategy R2 RWLTX 3.45 9.90 5.80 23.72 12.47 2.70
Schwab Target 2045 SWMRX 3.84 --- 6.91 --- --- ---
TIAA-CREF Lifecycle Index 2045 Premier TLMPX 3.71 12.47 7.06 25.25 14.47 ---
TIAA-CREF Lifecycle Index 2045 Ret TLMRX 3.72 12.41 7.08 25.10 14.37 ---
TIAA-CREF Lifecycle Index 2045 Inst TLXIX 3.77 12.60 7.12 25.42 14.67 ---
T. Rowe Price Retirement 2045 TRRKX 3.96 11.64 6.85 25.08 14.73 5.49
TIAA-CREF Lifecycle 2045 Instl TTFIX 3.92 12.14 6.90 26.04 14.81 4.23
TIAA-CREF Lifecycle 2045 Premier TTFPX 3.93 12.05 6.92 25.84 14.66 ---
TIAA-CREF Lifecycle 2045 Retirement TTFRX 3.94 12.08 6.94 25.78 14.55 3.98
Vantagepoint Milestone 2045 Inv M VPRJX 4.51 14.01 7.81 26.70 14.51 ---
Vantagepoint Milestone 2045 TM VQRJX 4.43 --- --- --- --- ---
Vanguard Target Retirement 2045 Inv VTIVX 3.69 12.03 6.75 25.11 14.18 4.82
Wells Fargo Advantage DJ Target 2045 R4 WFFRX 3.46 11.26 6.11 --- --- ---
Wells Fargo Advantage DJ Target 2045 I WFQPX 3.46 11.28 6.14 24.26 13.63 4.84
Wells Fargo Advantage DJ Target 2045 Inv WFQSX 3.43 11.09 6.00 23.75 13.16 4.43
Wells Fargo Advantage DJ Target 2045 A WFQVX 3.36 11.09 6.06 --- --- ---
Wells Fargo Advantage DJ Target 204 A LW WFQVX.LW 3.36 11.09 6.06 --- --- ---
Wells Fargo Advantage DJ Target 2045 Adm WFQYX 3.44 11.14 6.03 23.91 13.26 4.52
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