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Target-Date 2051+: 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 2051+ 3.73 11.50 6.53 24.69 13.45 2.57
American Funds Trgt Date Ret 2055 A AAMTX 3.93 12.72 7.93 26.07 14.66 ---
American Funds Trgt Date Ret 2055 A LW AAMTX.LW 3.93 12.72 7.93 26.07 14.66 ---
American Century LIVESTRONG 2055 C AREFX 3.50 11.09 6.39 21.82 --- ---
American Century LIVESTRONG 2055 A AREMX 3.58 11.48 6.56 22.68 --- ---
American Century LIVESTRONG 2055 A LW AREMX.LW 3.58 11.48 6.56 22.68 --- ---
American Century LIVESTRONG 2055 Instl ARENX 3.66 11.76 6.74 23.30 --- ---
American Century LIVESTRONG 2055 R AREOX 3.58 11.37 6.56 22.50 --- ---
American Century LIVESTRONG 2055 Inv AREVX 3.58 11.56 6.65 23.07 --- ---
BlackRock LifePath Active 2055 Inv A BAPLX 3.50 --- --- --- --- ---
BlackRock LifePath Active 2055 Inv A LW BAPLX.LW 3.50 --- --- --- --- ---
BlackRock LifePath Active 2055 K BIPLX 3.59 --- --- --- --- ---
BlackRock LifePath Active 2055 Instl BLLIX 3.59 --- --- --- --- ---
BlackRock LifePath Active 2055 R BRPLX 3.60 --- --- --- --- ---
Fidelity Freedom 2055 FDEEX 3.72 10.75 6.34 23.37 --- ---
Fidelity Freedom K 2055 FDENX 3.79 10.88 6.49 23.53 --- ---
Fidelity Freedom Index 2055 W FDEWX 3.50 10.01 5.79 22.07 --- ---
Strategic Advisers Multi-Mgr 2055 FESPX 3.80 10.48 6.10 --- --- ---
Fidelity Advisor Freedom 2055 A FHFAX 3.66 10.59 6.08 23.18 --- ---
Fidelity Advisor Freedom 2055 A LW FHFAX.LW 3.66 10.59 6.08 23.18 --- ---
Fidelity Advisor Freedom 2055 C FHFCX 3.51 10.09 5.82 22.29 --- ---
Fidelity Advisor Freedom 2055 I FHFIX 3.70 10.62 6.12 23.45 --- ---
Fidelity Advisor Freedom 2055 T FHFTX 3.62 10.34 5.94 22.89 --- ---
AllianzGI Retirement 2055 R6 GBLIX 2.24 8.15 4.34 19.87 --- ---
AllianzGI Retirement 2055 A GLIAX 2.25 7.99 4.24 19.42 --- ---
AllianzGI Retirement 2055 A Load Waived GLIAX.LW 2.25 7.99 4.24 19.42 --- ---
AllianzGI Retirement 2055 P GLIPX 2.25 8.09 4.35 19.81 --- ---
AllianzGI Retirement 2055 R GLLRX 2.20 7.82 4.13 19.02 --- ---
AllianzGI Retirement 2055 Administrative GLRAX 2.19 7.92 4.24 19.37 --- ---
GuideStone Funds MyDestination 2055 GS4 GMGZX 3.90 11.88 7.00 25.35 --- ---
ING Solution 2055 Port Adv IASPX 4.20 11.20 6.52 22.89 13.38 ---
ING Index Solution 2055 Port Adv IISAX 3.85 11.86 6.64 25.53 13.80 ---
ING Index Solution 2055 Port I IISNX 3.88 11.96 6.80 26.05 14.32 ---
ING Solution 2055 Port I IISPX 4.23 11.42 6.60 23.40 13.94 ---
ING Index Solution 2055 Port S IISSX 3.90 12.04 6.76 25.92 14.10 ---
ING Index Solution 2055 Port S2 IISTX 3.92 11.93 6.80 25.80 13.90 ---
ING Retirement Solution 2055 I IRSVX 4.23 11.47 6.85 --- --- ---
ING Solution 2055 Port S ISSPX 4.25 11.31 6.56 23.19 13.66 ---
ING Solution 2055 Port T ISTPX 4.20 11.19 6.51 22.63 13.16 ---
ING Index Solution 2055 Port T ITISX 3.86 11.81 6.67 25.32 13.56 ---
ING Solution 2055 Port S2 ITSPX 4.19 11.27 6.50 22.99 13.53 ---
JPMorgan SmartRetirement® 2055 A JFFAX 4.00 11.32 6.96 25.60 --- ---
JPMorgan SmartRetirement® 2055 A LW JFFAX.LW 4.00 11.32 6.96 25.60 --- ---
JPMorgan SmartRetirement® 2055 C JFFCX 3.94 11.08 6.85 24.89 --- ---
JPMorgan SmartRetirement® 2055 Instl JFFIX 4.05 11.48 7.05 26.01 --- ---
JPMorgan SmartRetirement® 2055 R2 JFFRX 3.94 11.21 6.91 25.35 --- ---
JPMorgan SmartRetirement® 2055 Select JFFSX 4.00 11.39 7.02 25.78 --- ---
JPMorgan SmartRetirement® Blend 2055 Sel JPTBX 3.31 10.63 6.33 --- --- ---
JPMorgan SmartRetirement® Blend 2055 R5 JTBBX 3.31 10.68 6.38 --- --- ---
JPMorgan SmartRetirement® Blend 2055 R6 JTYBX 3.31 10.69 6.39 --- --- ---
MFS Lifetime 2055 A LFIAX 3.66 12.19 6.49 --- --- ---
MFS Lifetime 2055 A Load Waived LFIAX.LW 3.66 12.19 6.49 --- --- ---
MFS Lifetime 2055 B LFIBX 3.58 11.79 6.21 --- --- ---
MFS Lifetime 2055 C LFICX 3.58 11.79 6.21 --- --- ---
MFS Lifetime 2055 I LFIIX 3.66 12.29 6.48 --- --- ---
MFS Lifetime 2055 R1 LFIRX 3.58 11.79 6.21 --- --- ---
MFS Lifetime 2055 R2 LFISX 3.67 12.09 6.40 --- --- ---
MFS Lifetime 2055 R3 LFITX 3.66 12.19 6.49 --- --- ---
MFS Lifetime 2055 R4 LFIUX 3.66 12.29 6.48 --- --- ---
BlackRock Lifepath Index 2055 Investor A LIVAX 3.12 12.19 7.08 26.77 --- ---
BlackRock Lifepath Index 2055 Instl LIVIX 3.12 12.32 7.10 26.97 --- ---
BlackRock Lifepath Index 2055 K LIVKX 3.21 12.43 7.20 27.13 --- ---
BlackRock LifePath 2055 Investor A LPVAX 3.32 10.11 6.27 23.65 --- ---
BlackRock LifePath 2055 Investor A LW LPVAX.LW 3.32 10.11 6.27 23.65 --- ---
BlackRock LifePath 2055 Investor C LPVCX 3.27 9.82 6.04 22.81 --- ---
BlackRock LifePath 2055 Instl LPVIX 3.39 10.21 6.29 24.08 --- ---
BlackRock LifePath 2055 K LPVKX 3.37 10.65 6.40 24.82 --- ---
BlackRock LifePath 2055 R LPVRX 3.33 10.02 6.18 23.39 --- ---
Principal LifeTime 2055 R3 LTFDX 3.67 11.20 6.17 24.43 13.77 3.09
Principal LifeTime 2055 R1 LTFGX 3.60 11.18 6.11 24.05 13.44 2.77
Principal LifeTime 2055 Instl LTFIX 3.71 11.45 6.37 25.18 14.39 3.69
Principal LifeTime 2055 R4 LTFLX 3.65 11.26 6.24 24.64 13.96 3.30
Principal LifeTime 2055 R5 LTFPX 3.74 11.45 6.32 24.94 14.13 3.41
Principal LifeTime 2055 R2 LTFSX 3.59 11.16 6.10 24.23 13.55 2.90
AllianceBern 2055 Retirement Strat A LTWAX 4.34 11.14 5.99 25.12 11.46 1.24
AllianceBern 2055 Retirement Strat A LW LTWAX.LW 4.34 11.14 5.99 25.12 11.46 1.24
AllianceBern 2055 Retirement Strat B LTWBX 4.26 10.76 5.84 24.35 10.65 0.54
AllianceBern 2055 Retirement Strat C LTWCX 4.27 10.78 5.85 24.25 10.66 0.52
AllianceBern 2055 Retirement Strat I LTWIX 4.23 11.15 5.97 25.51 11.74 1.54
AllianceBern 2055 Retirement Strat K LTWKX 4.24 11.17 5.98 25.17 11.48 1.28
AllianceBern 2055 Retirement Strat R LTWRX 4.23 11.00 5.84 24.78 11.20 1.00
AllianceBern 2055 Retirement Strat Adv LTWVX 4.30 11.28 6.05 25.48 11.74 1.51
Manning & Napier Target 2055 C MTZCX 4.05 12.73 6.64 --- --- ---
Manning & Napier Target 2055 I MTZIX 4.01 12.97 6.66 --- --- ---
Manning & Napier Target 2055 K MTZKX 4.03 12.65 6.52 --- --- ---
Manning & Napier Target 2055 R MTZRX 4.05 12.62 6.46 --- --- ---
Great-West SecureFoundation® LT 2055 L MXLPX 3.76 11.27 6.22 25.61 --- ---
Great-West Lifetime 2055 I T MXSLX 3.46 10.59 5.99 24.11 13.44 ---
Great-West SecureFoundation® LT 2055 G MXSYX 3.72 11.23 6.21 25.56 12.89 ---
Great-West SecureFoundation® LT 2055 G1 MXSZX 3.73 11.15 6.22 25.49 12.78 ---
Great-West Lifetime 2055 I T1 MXTLX 3.39 10.53 5.93 24.02 13.31 ---
Great-West Lifetime 2055 II T MXULX 3.78 11.36 6.40 25.70 13.96 ---
Great-West Lifetime 2055 II T1 MXVLX 3.73 11.26 6.36 25.53 13.84 ---
Great-West Lifetime 2055 III T MXWLX 3.86 11.67 6.54 26.29 14.14 ---
Great-West Lifetime 2055 III T1 MXXLX 3.88 11.64 6.50 26.11 14.06 ---
Great-West Lifetime 2055 II L MXZLX 3.79 11.20 6.30 25.27 --- ---
Nationwide Destination 2055 A NTDAX 3.76 12.39 6.84 26.58 --- ---
Nationwide Destination 2055 A LW NTDAX.LW 3.76 12.39 6.84 26.58 --- ---
Nationwide Destination 2055 C NTDCX 3.75 12.17 6.83 25.96 --- ---
Nationwide Destination 2055 Instl NTDIX 3.92 12.59 7.04 27.25 --- ---
Nationwide Destination 2055 R1 NTDRX 3.76 12.19 6.84 26.08 --- ---
Nationwide Destination 2055 Instl Svc NTDSX 3.84 12.45 7.00 26.91 --- ---
Nationwide Destination 2055 R2 NTDTX 3.76 12.27 6.81 26.17 --- ---
T. Rowe Price Retirement 2055 Adv PAROX 3.90 11.52 6.75 24.82 14.44 5.19
Principal LifeTime 2060 J PLTAX 4.28 --- --- --- --- ---
Principal LifeTime 2060 R-2 PLTBX 4.28 --- --- --- --- ---
Principal LifeTime 2060 R-3 PLTCX 4.28 --- --- --- --- ---
Principal LifeTime 2060 R-4 PLTMX 4.28 --- --- --- --- ---
Principal LifeTime 2060 R-5 PLTOX 4.28 --- --- --- --- ---
Principal LifeTime 2060 R-1 PLTRX 4.28 --- --- --- --- ---
Principal LifeTime 2060 Institutional PLTZX 4.38 --- --- --- --- ---
American Funds Trgt Date Ret 2055 R1 RAMTX 3.90 12.42 7.69 25.16 13.78 ---
American Funds Trgt Date Ret 2055 R2 RBMTX 3.90 12.41 7.69 25.13 13.83 ---
American Funds Trgt Date Ret 2055 R3 RCMTX 3.88 12.52 7.73 25.54 14.20 ---
American Funds Trgt Date Ret 2055 R4 RDJTX 3.94 12.73 7.86 26.00 14.61 ---
American Funds Trgt Date Ret 2055 R5 REKTX 3.99 12.84 7.98 26.41 14.97 ---
American Funds Trgt Date Ret 2055 R6 RFKTX 3.99 12.92 7.97 26.43 14.99 ---
Russell LifePoints 2055 Strategy R3 RQLDX 3.46 9.80 5.72 23.16 --- ---
Russell LifePoints 2055 Strategy R1 RQLRX 3.55 10.02 5.83 23.76 --- ---
Russell LifePoints 2055 Strategy R2 RQLTX 3.55 9.95 5.86 23.54 --- ---
T. Rowe Price Retirement 2055 R RRTVX 3.83 11.35 6.67 24.43 14.16 4.93
Schwab Target 2055 SWORX 4.12 --- 7.20 --- --- ---
T. Rowe Price Retirement 2055 TRRNX 3.89 11.57 6.81 25.06 14.74 5.45
TIAA-CREF Lifecycle Index 2055 Instl TTIIX 3.84 12.57 7.16 25.49 --- ---
TIAA-CREF Lifecycle Index 2055 Premier TTIPX 3.74 12.59 7.17 25.25 --- ---
TIAA-CREF Lifecycle Index 2055 Retire TTIRX 3.75 12.49 7.08 25.12 --- ---
TIAA-CREF Lifecycle 2055 Instl TTRIX 4.01 12.19 7.01 26.16 --- ---
TIAA-CREF Lifecycle 2055 Retire TTRLX 3.93 12.10 6.92 25.82 --- ---
TIAA-CREF Lifecycle 2055 Premier TTRPX 3.93 12.10 6.92 25.81 --- ---
Vanguard Target Retirement 2055 Inv VFFVX 3.69 12.06 6.84 25.16 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 3.69 12.01 6.82 25.10 --- ---
Wells Fargo Advantage DJ Target 2055 Adm WFLHX 3.41 11.06 6.05 23.82 --- ---
Wells Fargo Advantage DJ Target 2055 Inv WFQHX 3.44 11.04 6.00 23.86 --- ---
Wells Fargo Advantage DJ Target 2055 I WFQUX 3.50 11.21 6.20 24.40 --- ---
Wells Fargo Advantage DJ Target 2055 A WFQZX 3.41 11.04 6.04 --- --- ---
Wells Fargo Advantage DJ Target 205 A LW WFQZX.LW 3.41 11.04 6.04 --- --- ---
Wells Fargo Advantage DJ Target 2055 R4 WFVRX 3.41 11.18 6.18 --- --- ---
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