Target-Date 2055: Total Returns

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Data through 4/21/2017. 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 2055 0.74 5.86 3.96 11.80 5.49 9.10
American Funds 2055 Trgt Date Retire A AAMTX 0.66 6.42 4.04 12.16 6.77 10.57
American Century One Choice 2055 C AREFX 0.81 5.48 3.64 10.32 5.13 8.22
American Century One Choice 2055 A AREMX 0.88 5.71 3.87 11.14 5.93 9.03
American Century One Choice 2055 I ARENX 0.88 5.79 3.94 11.63 6.40 9.54
American Century One Choice 2055 R AREOX 0.81 5.55 3.79 10.86 5.66 8.78
American Century One Choice 2055 R6 AREUX 0.93 5.76 3.92 11.69 6.51 ---
American Century One Choice 2055 Inv AREVX 0.88 5.79 3.94 11.41 6.19 9.32
BlackRock LifePath® Smart Beta 2055 InvA BAPLX 1.11 5.48 4.28 12.23 5.00 ---
BlackRock LifePath® Smart Beta 2055 K BIPLX 1.19 5.65 4.35 12.58 5.38 ---
BlackRock LifePath® Smart Beta 2055 Ins BLLIX 1.10 5.56 4.26 12.48 5.24 ---
BlackRock LifePath® Smart Beta 2055 R BRPLX 1.11 5.41 4.20 11.99 4.74 ---
BMO Target Retirement 2055 Y BRTRX 0.99 6.36 4.57 11.99 5.11 ---
BMO Target Retirement 2055 R3 BRTTX 0.90 6.29 4.50 11.69 4.87 ---
BMO Target Retirement 2055 R6 BRTUX 0.99 6.53 4.65 12.44 5.55 ---
American Funds 2055 Trgt Date Retire C CCJTX 0.61 6.18 3.84 11.32 5.95 ---
Dimensional 2055 Target Dt Rtr Inc Instl DRIKX 0.40 6.04 4.03 12.90 --- ---
American Funds 2055 Trgt Date Retire F1 FAJTX 0.66 6.45 4.06 12.12 6.77 ---
American Funds 2055 Trgt Date Retire F2 FBJTX 0.72 6.56 4.10 12.39 6.99 ---
American Funds 2055 Trgt Date Retire F3 FCJTX 0.72 --- --- --- --- ---
Fidelity Freedom® 2055 FDEEX 0.73 6.27 4.21 13.13 6.57 9.45
Fidelity Freedom K® 2055 FDENX 0.72 6.21 4.12 13.23 6.68 9.59
Fidelity Freedom® Index 2055 Investor FDEWX 0.60 5.56 3.69 12.14 6.02 8.96
Fidelity® Multi-Manager 2055 FESPX 0.60 6.05 4.17 12.91 5.87 ---
Fidelity Freedom® Index 2055 Instl Prem FFLDX 0.60 5.55 3.77 12.22 --- ---
Fidelity Advisor Freedom® 2055 A FHFAX 0.75 6.29 4.20 12.65 5.95 9.01
Fidelity Advisor Freedom® 2055 C FHFCX 0.67 5.96 3.96 11.79 5.14 8.18
Fidelity Advisor Freedom® 2055 I FHFIX 0.74 6.35 4.27 12.96 6.23 9.28
Fidelity Advisor Freedom® 2055 M FHFTX 0.75 6.22 4.12 12.42 5.70 8.73
Franklin LifeSmart™ 2055 Retire Trgt R FLSBX 0.59 6.13 4.15 9.25 --- ---
Franklin LifeSmart™ 2055 Retire Trgt R6 FLSZX 0.59 6.21 4.34 9.91 --- ---
Franklin LifeSmart™ 2055 Retire Trgt A FLTFX 0.69 6.22 4.24 9.65 --- ---
Franklin LifeSmart™ 2055 Retire Trgt Adv FLTKX 0.59 6.21 4.24 9.86 --- ---
Franklin LifeSmart™ 2055 Retire Trgt C FLTNX 0.60 5.95 4.07 8.80 --- ---
Fidelity® Multi-Manager 2055 L FMJNX 0.60 6.05 4.08 12.90 5.86 ---
Fidelity® Multi-Manager 2055 N FMJOX 0.60 5.97 4.09 12.61 5.61 ---
AllianzGI Retirement 2055 R6 GBLIX 0.28 5.85 4.07 12.40 4.02 6.80
AllianzGI Retirement 2055 A GLIAX 0.23 5.72 3.99 11.99 3.62 6.38
AllianzGI Retirement 2055 P GLIPX 0.28 5.81 4.02 12.33 3.93 6.71
AllianzGI Retirement 2055 R GLLRX 0.23 5.57 3.83 11.59 3.25 6.02
AllianzGI Retirement 2055 Administrative GLRAX 0.23 5.78 3.98 12.03 3.64 6.42
GuideStone Funds MyDestination 2055 Inv GMGZX 0.58 5.45 3.31 11.61 3.47 7.82
Goldman Sachs Target Date 2055 A GTANX 0.57 4.76 3.32 --- --- ---
Goldman Sachs Target Date 2055 Instl GTIWX 0.57 4.86 3.42 --- --- ---
Goldman Sachs Target Date 2055 IR GTMWX 0.57 4.86 3.42 --- --- ---
Goldman Sachs Target Date 2055 R GTRZX 0.57 4.66 3.23 --- --- ---
Goldman Sachs Target Date 2055 Service GTVIX 0.57 4.76 3.32 --- --- ---
Goldman Sachs Target Date 2055 R6 GTZWX 0.67 4.86 3.42 --- --- ---
Harbor Target Retirement 2055 Admin HATAX 1.52 7.56 5.12 12.41 --- ---
Harbor Target Retirement 2055 Instl HATRX 1.52 7.56 5.12 12.41 --- ---
Harbor Target Retirement 2055 Investor HATTX 1.52 7.56 5.12 12.41 --- ---
Voya Solution 2055 Port ADV IASPX 0.78 5.95 4.00 11.20 5.46 8.68
Voya Index Solution 2055 Port ADV IISAX 0.51 5.46 3.63 11.11 5.16 9.05
Voya Index Solution 2055 Port I IISNX 0.57 5.64 3.77 11.61 5.69 9.59
Voya Solution 2055 Port I IISPX 0.76 6.00 4.08 11.71 5.97 9.22
Voya Index Solution 2055 Port S IISSX 0.51 5.55 3.66 11.35 5.42 9.32
Voya Index Solution 2055 Port S2 IISTX 0.51 5.51 3.69 11.20 5.27 9.17
Voya Target Retirement 2055 I IRSVX 0.67 5.76 3.92 11.57 5.96 ---
Voya Solution 2055 Port S ISSPX 0.85 5.98 4.04 11.48 5.72 8.95
Voya Solution 2055 Port T ISTPX 0.76 5.84 3.93 11.02 5.31 8.49
Voya Solution 2055 Port S2 ITSPX 0.77 5.93 3.99 11.30 5.56 8.78
JPMorgan SmartRetirement® 2055 A JFFAX 0.90 6.03 3.98 11.31 5.74 9.36
JPMorgan SmartRetirement® 2055 C JFFCX 0.80 5.79 3.74 10.53 5.06 8.63
JPMorgan SmartRetirement® 2055 R5 JFFIX 0.90 6.12 4.02 11.52 5.99 9.61
JPMorgan SmartRetirement® 2055 R3 JFFPX 0.85 5.98 3.93 --- --- ---
JPMorgan SmartRetirement® 2055 R4 JFFQX 0.86 6.03 3.93 --- --- ---
JPMorgan SmartRetirement® 2055 R2 JFFRX 0.80 5.92 3.82 10.97 5.46 9.07
JPMorgan SmartRetirement® 2055 I JFFSX 0.88 6.04 3.94 11.40 5.84 9.47
JPMorgan SmartRetirement® 2055 R6 JFFYX 0.93 6.14 4.04 11.67 --- ---
JHancock Multimanager 2055 Lifetime I JHRTX 0.65 5.96 3.93 12.77 --- ---
JHancock Multimanager 2055 Lifetime A JLKLX 0.65 5.97 3.93 12.56 5.37 ---
JHancock Multimanager 2055 Lifetime R1 JLKMX 0.65 5.87 3.93 12.45 5.25 ---
JHancock Multimanager 2055 Lifetime R2 JLKNX 0.65 5.96 4.03 12.66 5.50 ---
JHancock Multimanager 2055 Lifetime R3 JLKPX 0.56 5.77 3.84 12.33 5.23 ---
JHancock Multimanager 2055 Lifetime R4 JLKQX 0.65 5.96 4.03 12.72 5.66 ---
JHancock Multimanager 2055 Lifetime R5 JLKSX 0.65 6.06 4.03 12.87 5.83 ---
JHancock Multimanager 2055 Lifetime R6 JLKTX 0.74 6.06 4.03 13.01 5.87 ---
JHancock Multimanager 2055 Lifetime 1 JLKUX 0.65 5.96 3.93 12.85 5.79 ---
JHancock Multi-Index 2055 Lifetime R6 JLKYX 0.53 5.44 3.72 13.01 6.44 ---
JHancock Multi-Index 2055 Lifetime 1 JLKZX 0.44 5.44 3.62 12.95 6.37 ---
JPMorgan SmartRetirement® Blend 2055 I JPTBX 0.75 5.58 3.85 11.65 5.96 ---
JHancock Multi-Index 2055 Presv R1 JRITX 0.45 4.81 3.25 11.37 5.22 ---
JHancock Multi-Index 2055 Presv R2 JRIUX 0.45 4.90 3.34 11.63 5.49 ---
JHancock Multi-Index 2055 Presv R4 JRIVX 0.54 5.00 3.44 11.84 5.66 ---
JHancock Multi-Index 2055 Presv R6 JRIWX 0.45 5.00 3.34 11.91 5.84 ---
JHancock Multi-Index 2055 Presv 1 JRIYX 0.54 5.00 3.44 11.97 5.79 ---
JPMorgan SmartRetirement® Blend 2055 R5 JTBBX 0.79 5.61 3.83 11.82 6.17 ---
JPMorgan SmartRetirement® Blend 2055 R6 JTYBX 0.81 5.63 3.86 11.91 6.23 ---
KP Retirement Path 2055 Institutional KPRIX 0.84 5.97 4.03 12.42 5.52 ---
MFS Lifetime 2055 A LFIAX 0.95 5.59 3.61 11.30 5.68 ---
MFS Lifetime 2055 B LFIBX 0.88 5.36 3.46 10.53 4.91 ---
MFS Lifetime 2055 C LFICX 0.89 5.32 3.41 10.48 4.87 ---
MFS Lifetime 2055 I LFIIX 0.95 5.67 3.68 11.16 5.82 ---
MFS Lifetime 2055 R6 LFIKX 0.95 5.64 3.75 --- --- ---
MFS Lifetime 2055 R1 LFIRX 0.88 5.30 3.47 10.43 4.89 ---
MFS Lifetime 2055 R2 LFISX 0.88 5.45 3.54 11.00 5.42 ---
MFS Lifetime 2055 R3 LFITX 0.95 5.51 3.61 11.33 5.68 ---
MFS Lifetime 2055 R4 LFIUX 1.02 5.64 3.75 11.64 5.97 ---
BlackRock LifePath® Index 2055 Inv A LIVAX 0.98 6.17 4.30 11.41 6.08 9.62
BlackRock LifePath® Index 2055 Instl LIVIX 0.96 6.21 4.27 11.55 6.34 9.89
BlackRock LifePath® Index 2055 K LIVKX 1.04 6.30 4.36 11.68 6.41 9.95
BlackRock LifePath® Dyn 2055 Investor A LPVAX 0.81 5.76 3.87 11.08 4.90 8.28
BlackRock LifePath® Dyn 2055 Investor C LPVCX 0.74 5.53 3.62 10.23 4.10 7.47
BlackRock LifePath® Dyn 2055 Instl LPVIX 0.88 5.90 3.93 11.41 5.18 8.57
BlackRock LifePath® Dyn 2055 K LPVKX 0.91 5.94 4.00 11.58 5.47 8.96
BlackRock LifePath® Dyn 2055 R LPVRX 0.78 5.66 3.77 10.86 4.66 8.03
Principal LifeTime 2055 R3 LTFDX 0.93 5.87 3.75 10.27 4.81 8.55
Principal LifeTime 2055 R1 LTFGX 0.85 5.82 3.69 9.85 4.51 8.21
Principal LifeTime 2055 Institutional LTFIX 0.99 6.09 3.92 10.88 5.41 9.15
Principal LifeTime 2055 R4 LTFLX 0.93 5.91 3.72 10.42 5.01 8.75
Principal LifeTime 2055 R5 LTFPX 0.92 5.98 3.79 10.51 5.13 8.88
Principal LifeTime 2055 R2 LTFSX 0.85 5.81 3.59 9.95 4.61 8.33
MassMutual RetireSMART 2055 A MMWAX 0.75 5.33 3.49 11.08 3.89 ---
MassMutual RetireSMART 2055 R4 MMWEX 0.76 5.34 3.50 11.15 3.97 ---
MassMutual RetireSMART 2055 Service MMWSX 0.75 5.40 3.57 11.46 4.24 ---
MassMutual RetireSMART 2055 R3 MMWTX 0.66 5.15 3.41 10.87 3.70 ---
MassMutual RetireSMART 2055 R5 MMWUX 0.75 5.41 3.57 11.46 4.30 ---
MassMutual RetireSMART 2055 Adm MMWYX 0.75 5.42 3.58 11.35 4.15 ---
MassMutual RetireSMART 2055 I MMWZX 0.85 5.51 3.68 11.65 4.45 ---
Manning & Napier Target 2055 I MTZIX 1.55 9.03 5.78 8.55 3.74 ---
Manning & Napier Target 2055 K MTZKX 1.57 9.02 5.75 8.32 3.49 ---
Manning & Napier Target 2055 R MTZRX 1.50 8.92 5.62 8.03 3.22 ---
Great-West Lifetime 2055 L MXBTX 0.94 5.83 4.18 --- --- ---
Great-West SecureFoundation® LT 2055 L MXLPX 0.56 5.35 3.74 12.57 5.49 9.16
Great-West Lifetime Cnsrv 2055 T MXSLX 0.90 5.53 3.94 11.83 5.36 8.71
Great-West SecureFoundation® LT 2055 G MXSYX 0.57 5.34 3.67 12.67 5.49 9.17
Great-West SecureFoundation® LT 2055 G1 MXSZX 0.57 5.33 3.66 12.56 5.39 9.04
Great-West Lifetime Cnsrv 2055 T1 MXTLX 0.91 5.54 3.95 11.72 5.28 8.60
Great-West Lifetime 2055 T MXWLX 0.95 5.86 4.17 12.43 5.59 9.34
Great-West Lifetime Cnsrv 2055 Instl MXXFX 0.92 5.63 4.01 12.27 --- ---
Great-West Lifetime 2055 T1 MXXLX 0.92 5.83 4.09 12.40 5.48 9.22
Great-West Lifetime 2055 Instl MXZHX 1.02 6.00 4.32 12.94 --- ---
Nationwide Destination 2055 A NTDAX 0.87 4.74 3.30 12.85 5.37 9.48
Nationwide Destination 2055 C NTDCX 0.71 4.58 3.15 12.19 4.77 8.87
Nationwide Destination 2055 R6 NTDIX 0.86 4.89 3.37 13.37 5.88 9.99
Nationwide Destination 2055 Instl Svc NTDSX 0.78 4.83 3.32 13.10 5.61 9.73
Nationwide Destination 2055 R NTDTX 0.79 4.66 3.23 12.54 5.09 9.17
T. Rowe Price Target 2055 Advisor PAFTX 1.08 6.95 4.74 12.46 6.34 ---
T. Rowe Price Retirement 2055 Advisor PAROX 1.08 7.02 4.78 12.68 6.41 10.05
Prudential Day One 2055 R1 PDKDX 0.58 5.98 4.71 --- --- ---
Prudential Day One 2055 R2 PDKEX 0.58 6.09 4.81 --- --- ---
Prudential Day One 2055 R3 PDKFX 0.58 6.09 4.81 --- --- ---
Prudential Day One 2055 R4 PDKGX 0.67 6.19 4.91 --- --- ---
Prudential Day One 2055 R5 PDKHX 0.58 6.19 4.80 --- --- ---
Prudential Day One 2055 R6 PDKJX 0.67 6.07 4.59 --- --- ---
Principal LifeTime Hybrid 2055 R6 PLHTX 0.92 5.56 3.87 12.62 --- ---
Principal LifeTime Hybrid 2055 Instl PLTNX 0.92 5.57 3.77 12.52 --- ---
PIMCO RealPath™ 2055 A PQRAX 0.60 5.56 3.71 11.24 --- ---
PIMCO RealPath™ 2055 Administrative PQRZX 0.60 5.66 3.70 11.56 --- ---
Putnam RetirementReady 2055 R6 PREVX 0.53 5.19 3.65 --- --- ---
PIMCO RealPath Blend 2055 A PRQAX 0.47 5.35 3.61 11.04 --- ---
PIMCO RealPath Blend 2055 Administrative PRQDX 0.47 5.44 3.70 11.38 --- ---
PIMCO RealPath™ 2055 Institutional PRQIX 0.60 5.65 3.70 11.66 --- ---
PIMCO RealPath Blend 2055 Institutional PRQZX 0.57 5.54 3.79 11.65 --- ---
Putnam RetirementReady 2055 A PRRFX 0.45 5.04 3.49 11.70 6.23 10.15
Putnam RetirementReady 2055 R PRRVX 0.45 4.96 3.51 11.49 5.98 9.89
Putnam RetirementReady 2055 Y PRTLX 0.53 5.10 3.66 12.00 6.50 10.43
American Funds 2055 Trgt Date Retire R1 RAMTX 0.61 6.20 3.85 11.25 5.90 9.70
American Funds 2055 Trgt Date Retire R2E RBEMX 0.67 6.35 3.95 11.66 --- ---
American Funds 2055 Trgt Date Retire R2 RBMTX 0.61 6.20 3.85 11.30 5.99 9.77
American Funds 2055 Trgt Date Retire R3 RCMTX 0.61 6.35 3.95 11.77 6.39 10.18
American Funds 2055 Trgt Date Retire R4 RDJTX 0.66 6.44 4.05 12.12 6.73 10.53
American Funds 2055 Trgt Date Retire R5 REKTX 0.66 6.51 4.14 12.42 7.04 10.86
American Funds 2055 Trgt Date Retire R6 RFKTX 0.72 6.57 4.14 12.51 7.09 10.92
American Funds 2055 Trgt Date Retire R5E RHJTX 0.66 6.51 4.12 12.36 --- ---
Russell LifePoints 2055 Strategy R1 RQLRX 0.54 5.44 3.57 12.70 4.61 8.17
Russell LifePoints 2055 Strategy R4 RQLUX 0.56 5.36 3.59 12.48 4.36 7.92
Russell LifePoints 2055 Strategy R5 RQLVX 0.52 5.33 3.46 12.20 4.11 7.65
T. Rowe Price Retirement 2055 R RRTVX 1.02 6.91 4.66 12.34 6.13 9.76
State Street Target Retirement 2055 A SSDMX 0.83 5.72 4.00 11.67 --- ---
State Street Target Retirement 2055 I SSDOX 0.83 5.81 4.10 11.97 --- ---
State Street Target Retirement 2055 K SSDQX 0.83 5.82 4.10 11.95 --- ---
Schwab Target 2055 SWORX 1.03 6.52 4.77 13.36 6.42 ---
Schwab Target 2055 Index Investor SWXJX 0.76 5.76 3.90 --- --- ---
Schwab Target 2055 Index Institutional SWYJX 0.66 5.76 3.90 --- --- ---
AB Multi-Manager Select 2055 A TDAPX 0.63 5.75 3.99 11.63 --- ---
AB Multi-Manager Select 2055 C TDCPX 0.45 5.43 3.75 10.82 --- ---
AB Multi-Manager Select 2055 I TDIPX 0.55 5.83 4.01 11.90 --- ---
AB Multi-Manager Select 2055 K TDPKX 0.65 5.74 3.92 11.73 --- ---
AB Multi-Manager Select 2055 R TDPRX 0.56 5.65 3.93 11.37 --- ---
AB Multi-Manager Select 2055 Advisor TDPYX 0.53 5.79 3.94 11.90 --- ---
AB Multi-Manager Select 2055 Z TDPZX 0.55 5.73 4.02 11.85 --- ---
1290 Retirement 2055 I TNQIX 0.80 --- --- --- --- ---
T. Rowe Price Target 2055 TRFFX 1.08 7.02 4.82 12.81 6.60 ---
T. Rowe Price Retirement I 2055 I TRPNX 1.01 7.05 4.80 13.00 --- ---
T. Rowe Price Target 2055 I TRPPX 1.08 7.02 4.82 12.90 --- ---
T. Rowe Price Retirement 2055 TRRNX 1.08 7.06 4.83 12.94 6.67 10.31
TIAA-CREF Lifecycle Index 2055 Advisor TTIHX 0.57 5.98 4.04 12.85 --- ---
TIAA-CREF Lifecycle Index 2055 Instl TTIIX 0.57 5.97 4.11 12.86 6.73 10.32
TIAA-CREF Lifecycle Index 2055 Premier TTIPX 0.57 5.91 4.04 12.68 6.55 10.17
TIAA-CREF Lifecycle Index 2055 Retire TTIRX 0.57 5.92 3.97 12.56 6.44 10.05
TIAA-CREF Lifecycle 2055 Advisor TTRHX 0.87 6.48 4.32 13.29 --- ---
TIAA-CREF Lifecycle 2055 Institutional TTRIX 0.87 6.57 4.32 13.31 6.45 10.09
TIAA-CREF Lifecycle 2055 Retirement TTRLX 0.87 6.42 4.24 13.02 6.20 9.82
TIAA-CREF Lifecycle 2055 Premier TTRPX 0.95 6.51 4.33 13.13 6.31 9.94
Vanguard Target Retirement 2055 Inv VFFVX 0.49 5.89 3.94 11.95 6.11 9.82
Vanguard Instl Trgt Retire 2055 Instl VIVLX 0.47 5.95 3.97 12.01 --- ---
Virtus DFA 2055 Trgt Date Retire Inc R6 VRDTX 0.41 5.86 3.86 12.36 --- ---
Voya Index Solution 2055 Port Z VSZHX 0.57 5.70 3.76 11.82 --- ---
Virtus DFA 2055 Trgt Date Retire Inc I VTITX 0.33 5.70 3.70 11.99 --- ---
Virtus DFA 2055 Trgt Date Retire Inc A VTRAX 0.42 5.70 3.70 11.84 --- ---
Voya Target Retirement 2055 A VTRQX 0.68 5.67 3.83 11.24 --- ---
Voya Target Retirement 2055 R6 VTRRX 0.76 5.76 4.01 11.61 --- ---
Wells Fargo Dow Jones Target 2055 Admin WFLHX 0.87 6.07 3.94 12.75 5.48 8.91
Wells Fargo Dow Jones Target 2055 R6 WFQUX 0.86 6.14 4.01 13.10 5.82 9.30
Wells Fargo Dow Jones Target 2055 A WFQZX 0.94 6.07 3.94 12.64 5.33 ---
Wells Fargo Dow Jones Target 2055 R4 WFVRX 0.94 6.13 4.00 12.98 5.68 ---
Wells Fargo Dow Jones Target 2055 R WFYRX 0.87 5.97 3.90 12.29 5.05 ---
Wells Fargo Dynamic Target 2055 A WTDQX 0.66 5.96 3.79 11.68 --- ---
Wells Fargo Dynamic Target 2055 C WTDRX 0.57 5.66 3.60 10.92 --- ---
Wells Fargo Dynamic Target 2055 R WTDSX 0.57 5.75 3.80 11.41 --- ---
Wells Fargo Dynamic Target 2055 R4 WTDTX 0.56 5.95 3.89 11.94 --- ---
Wells Fargo Dynamic Target 2055 R6 WTDUX 0.66 6.05 3.89 12.20 --- ---
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