Target-Date 2055: Total Returns

Print
Data through 2/23/2018. 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 2055 -3.25 2.02 4.14 17.14 8.23 10.37
American Funds 2055 Trgt Date Retire A AAMTX -2.26 3.40 5.31 19.72 9.86 12.02
American Century One Choice 2055 C AREFX -2.98 2.34 3.88 14.95 6.65 9.32
American Century One Choice 2055 A AREMX -2.90 2.47 4.09 15.79 7.45 10.14
American Century One Choice 2055 I ARENX -2.90 2.46 4.18 16.30 7.93 10.63
American Century One Choice 2055 R AREOX -2.90 2.40 4.03 15.49 7.17 9.88
American Century One Choice 2055 R6 AREUX -2.84 2.53 4.23 16.39 8.04 ---
American Century One Choice 2055 Inv AREVX -2.84 2.53 4.21 16.14 7.73 10.43
BlackRock LifePath® Smart Beta 2055 InvA BAPLX -3.98 0.74 2.75 15.28 7.12 ---
BlackRock LifePath® Smart Beta 2055 K BIPLX -3.96 0.73 2.85 15.72 7.53 ---
BlackRock LifePath® Smart Beta 2055 Ins BLLIX -3.97 0.73 2.75 15.52 7.39 ---
BlackRock LifePath® Smart Beta 2055 R BRPLX -4.01 0.66 2.68 14.98 6.89 ---
BMO Target Retirement 2055 Y BRTRX -3.22 2.10 4.24 16.71 7.59 ---
BMO Target Retirement 2055 R3 BRTTX -3.32 1.96 4.12 16.34 7.29 ---
BMO Target Retirement 2055 R6 BRTUX -3.29 2.10 4.27 17.06 7.98 ---
American Funds 2055 Trgt Date Retire C CCJTX -2.35 3.23 5.07 18.74 8.99 ---
Dimensional 2055 Target Dt Rtr Inc Instl DRIKX -3.27 2.42 5.19 18.70 --- ---
American Funds 2055 Trgt Date Retire F1 FAJTX -2.27 3.37 5.28 19.61 9.81 ---
Fidelity Advisor Freedom® 2055 Z6 FBGLX -3.16 2.60 4.63 --- --- ---
American Funds 2055 Trgt Date Retire F2 FBJTX -2.21 3.40 5.37 19.98 10.09 ---
American Funds 2055 Trgt Date Retire F3 FCJTX -2.26 3.40 5.37 20.03 --- ---
Fidelity Freedom® 2055 K6 FCTKX -3.29 2.70 4.82 --- --- ---
Fidelity Freedom® 2055 FDEEX -3.29 2.62 4.74 18.69 9.44 11.12
Fidelity Freedom® Index 2055 Investor FDEWX -3.20 2.12 4.33 16.77 8.69 10.32
Fidelity Freedom® Index 2055 Instl Prem FFLDX -3.26 2.05 4.30 16.74 --- ---
Fidelity Advisor Freedom® 2055 A FHFAX -3.23 2.46 4.47 17.37 8.80 10.39
Fidelity Advisor Freedom® 2055 C FHFCX -3.33 2.40 4.32 16.50 7.98 9.57
Fidelity Advisor Freedom® 2055 I FHFIX -3.22 2.52 4.60 17.61 9.06 10.67
Fidelity Advisor Freedom® 2055 M FHFTX -3.25 2.47 4.43 17.03 8.53 10.12
Franklin LifeSmart™ 2055 Retire Trgt R FLSBX -2.26 2.18 3.68 15.29 --- ---
Franklin LifeSmart™ 2055 Retire Trgt R6 FLSZX -2.25 2.17 3.72 15.80 --- ---
Franklin LifeSmart™ 2055 Retire Trgt A FLTFX -2.25 2.17 3.76 15.54 --- ---
Franklin LifeSmart™ 2055 Retire Trgt Adv FLTKX -2.16 2.26 3.86 15.85 --- ---
Franklin LifeSmart™ 2055 Retire Trgt C FLTNX -2.28 2.11 3.58 14.73 --- ---
Fidelity Freedom® 2055 K FNSDX -3.30 2.62 4.72 --- --- ---
Fidelity Flex Freedom 2055 FQLSX -3.27 2.72 4.92 --- --- ---
AllianzGI Retirement 2055 R6 GBLIX -3.60 2.16 4.29 18.03 8.93 8.51
AllianzGI Retirement 2055 A GLIAX -3.64 2.14 4.14 17.60 8.49 8.07
AllianzGI Retirement 2055 P GLIPX -3.61 2.17 4.27 17.95 8.83 8.42
AllianzGI Retirement 2055 R GLLRX -3.65 2.09 4.11 17.16 8.12 7.71
AllianzGI Retirement 2055 Administrative GLRAX -3.63 2.13 4.15 17.65 8.54 8.13
GuideStone Funds MyDestination 2055Instl GMGYX -3.35 2.83 4.74 --- --- ---
GuideStone Funds MyDestination 2055 Inv GMGZX -3.36 2.75 4.70 18.71 8.01 9.43
Goldman Sachs Target Date 2055 A GTANX -3.33 1.31 3.41 14.08 --- ---
Goldman Sachs Target Date 2055 Instl GTIWX -3.33 1.39 3.59 14.57 --- ---
Goldman Sachs Target Date 2055 Inv GTMWX -3.41 1.31 3.49 14.35 --- ---
Goldman Sachs Target Date 2055 R GTRZX -3.42 1.22 3.32 13.78 --- ---
Goldman Sachs Target Date 2055 Svc GTVIX -3.41 1.31 3.40 13.98 --- ---
Goldman Sachs Target Date 2055 R6 GTZWX -3.41 1.40 3.53 14.51 --- ---
Harbor Target Retirement 2055 Instl HATRX -3.29 2.84 4.44 20.44 8.87 ---
Voya Solution 2055 Port ADV IASPX -3.46 2.00 4.45 17.15 7.73 10.20
Voya Index Solution 2055 Port ADV IISAX -3.49 1.98 4.17 16.57 7.63 10.11
Voya Index Solution 2055 Port I IISNX -3.47 1.99 4.28 17.10 8.15 10.65
Voya Solution 2055 Port I IISPX -3.39 2.10 4.65 17.81 8.26 10.76
Voya Index Solution 2055 Port S IISSX -3.51 2.02 4.26 16.77 7.88 10.38
Voya Index Solution 2055 Port S2 IISTX -3.54 1.97 4.23 16.62 7.71 10.23
Voya Target Retirement 2055 I IRSVX -3.52 1.93 4.23 17.00 8.17 10.59
Voya Solution 2055 Port S ISSPX -3.43 2.05 4.56 17.51 8.01 10.48
Voya Solution 2055 Port T ISTPX -3.47 2.04 4.45 16.99 7.53 10.03
Voya Solution 2055 Port S2 ITSPX -3.45 1.99 4.51 17.27 7.84 10.30
JPMorgan SmartRetirement® 2055 A JFFAX -3.72 1.76 3.61 17.24 7.65 10.46
JPMorgan SmartRetirement® 2055 C JFFCX -3.78 1.64 3.48 16.54 6.96 9.76
JPMorgan SmartRetirement® 2055 R5 JFFIX -3.67 1.84 3.71 17.60 7.93 10.74
JPMorgan SmartRetirement® 2055 R3 JFFPX -3.73 1.76 3.61 17.12 --- ---
JPMorgan SmartRetirement® 2055 R4 JFFQX -3.72 1.76 3.66 17.41 --- ---
JPMorgan SmartRetirement® 2055 R2 JFFRX -3.77 1.68 3.53 16.81 7.33 10.16
JPMorgan SmartRetirement® 2055 I JFFSX -3.72 1.80 3.69 17.43 7.77 10.59
JPMorgan SmartRetirement® 2055 R6 JFFYX -3.67 1.84 3.74 17.70 8.02 ---
JHancock Multimanager 2055 Lifetime I JHRTX -3.22 2.39 4.17 17.77 --- ---
JHancock Multimanager 2055 Lifetime A JLKLX -3.23 2.30 4.06 17.36 8.45 ---
JHancock Multimanager 2055 Lifetime R1 JLKMX -3.23 2.30 4.04 17.25 8.36 ---
JHancock Multimanager 2055 Lifetime R2 JLKNX -3.23 2.39 4.06 17.45 8.61 ---
JHancock Multimanager 2055 Lifetime R3 JLKPX -3.23 2.30 4.01 17.21 8.34 ---
JHancock Multimanager 2055 Lifetime R4 JLKQX -3.23 2.30 4.12 17.62 8.76 ---
JHancock Multimanager 2055 Lifetime R5 JLKSX -3.22 2.39 4.16 17.74 8.88 ---
JHancock Multimanager 2055 Lifetime R6 JLKTX -3.22 2.39 4.19 17.88 8.92 ---
JHancock Multimanager 2055 Lifetime 1 JLKUX -3.15 2.39 4.14 17.83 8.87 ---
JHancock Multi-Index 2055 Lifetime R6 JLKYX -3.41 1.97 4.09 16.37 8.78 ---
JHancock Multi-Index 2055 Lifetime 1 JLKZX -3.49 1.88 4.03 16.31 8.73 ---
JPMorgan SmartRetirement® Blend 2055 I JPTBX -3.46 1.41 3.38 15.89 8.07 10.00
JHancock Multi-Index 2055 Presv R1 JRITX -3.24 1.79 3.53 14.89 7.58 ---
JHancock Multi-Index 2055 Presv R2 JRIUX -3.24 1.79 3.51 15.04 7.84 ---
JHancock Multi-Index 2055 Presv R4 JRIVX -3.23 1.79 3.61 15.25 7.97 ---
JHancock Multi-Index 2055 Presv R6 JRIWX -3.15 1.87 3.68 15.51 8.14 ---
JHancock Multi-Index 2055 Presv 1 JRIYX -3.23 1.87 3.62 15.36 8.09 ---
JPMorgan SmartRetirement® Blend 2055 R5 JTBBX -3.50 1.41 3.41 16.05 8.24 10.20
JPMorgan SmartRetirement® Blend 2055 R2 JTRBX -3.54 1.33 3.25 15.33 7.56 9.53
JPMorgan SmartRetirement® Blend 2055 R4 JTTLX -3.50 1.37 3.34 --- --- ---
JPMorgan SmartRetirement® Blend 2055 R3 JTTUX -3.55 1.37 3.27 --- --- ---
JPMorgan SmartRetirement® Blend 2055 R6 JTYBX -3.50 1.41 3.39 16.15 8.31 10.28
KP Retirement Path 2055 Institutional KPRIX -3.00 2.00 4.15 17.68 8.66 ---
MFS® Lifetime 2055 A LFIAX -2.85 1.88 4.28 17.28 8.89 10.40
MFS® Lifetime 2055 B LFIBX -2.92 1.76 4.04 16.42 8.09 9.57
MFS® Lifetime 2055 C LFICX -2.88 1.77 4.07 16.39 8.08 9.57
MFS® Lifetime 2055 I LFIIX -2.79 1.95 4.35 17.59 9.05 10.57
MFS® Lifetime 2055 R6 LFIKX -2.77 1.94 4.40 17.74 --- ---
MFS® Lifetime 2055 R1 LFIRX -2.93 1.76 4.05 16.30 8.06 9.55
MFS® Lifetime 2055 R2 LFISX -2.86 1.83 4.13 16.93 8.62 10.10
MFS® Lifetime 2055 R3 LFITX -2.79 1.95 4.25 17.32 8.91 10.40
MFS® Lifetime 2055 R4 LFIUX -2.84 1.94 4.27 17.52 9.18 10.65
BlackRock LifePath® Index 2055 Inv A LIVAX -3.74 1.31 3.53 16.05 8.06 10.49
BlackRock LifePath® Index 2055 Instl LIVIX -3.79 1.31 3.59 16.29 8.32 10.76
BlackRock LifePath® Index 2055 K LIVKX -3.73 1.31 3.67 16.42 8.40 10.82
BlackRock LifePath® Dyn 2055 Investor A LPVAX -3.54 1.58 4.30 17.65 7.93 9.91
BlackRock LifePath® Dyn 2055 Investor C LPVCX -3.59 1.41 4.02 16.66 7.08 9.05
BlackRock LifePath® Dyn 2055 Instl LPVIX -3.47 1.64 4.36 17.97 8.21 10.18
BlackRock LifePath® Dyn 2055 K LPVKX -3.49 1.68 4.43 18.23 8.47 10.50
BlackRock LifePath® Dyn 2055 R LPVRX -3.55 1.52 4.18 17.38 7.68 9.64
Principal LifeTime 2055 R3 LTFDX -3.41 2.26 4.20 18.17 7.68 9.94
Principal LifeTime 2055 R1 LTFGX -3.44 2.20 4.02 17.72 7.33 9.60
Principal LifeTime 2055 Institutional LTFIX -3.33 2.35 4.34 18.79 8.26 10.56
Principal LifeTime 2055 R4 LTFLX -3.39 2.24 4.22 18.35 7.87 10.15
Principal LifeTime 2055 R5 LTFPX -3.37 2.30 4.26 18.50 8.01 10.29
Principal LifeTime 2055 R2 LTFSX -3.43 2.19 4.09 17.94 7.47 9.75
MassMutual RetireSMART 2055 A MMWAX -3.22 2.35 4.35 17.17 7.35 ---
MassMutual RetireSMART 2055 R4 MMWEX -3.23 2.36 4.25 17.18 7.46 ---
MassMutual RetireSMART 2055 Service MMWSX -3.12 2.43 4.47 17.64 7.76 ---
MassMutual RetireSMART 2055 R3 MMWTX -3.24 2.28 4.23 16.90 7.19 ---
MassMutual RetireSMART 2055 R5 MMWUX -3.20 2.43 4.35 17.62 7.81 ---
MassMutual RetireSMART 2055 Adm MMWYX -3.21 2.44 4.40 17.41 7.62 ---
MassMutual RetireSMART 2055 I MMWZX -3.21 2.44 4.47 17.76 7.96 ---
Manning & Napier Target 2055 I MTZIX -2.92 2.63 5.17 18.35 7.30 9.78
Manning & Napier Target 2055 K MTZKX -2.95 2.57 5.09 18.09 7.00 9.50
Manning & Napier Target 2055 R MTZRX -2.99 2.52 5.02 17.75 6.72 9.21
Manning & Napier Target 2055 R6 MTZZX -2.99 2.55 5.12 --- --- ---
Great-West Lifetime 2055 L MXBTX -3.41 1.71 3.44 16.59 --- ---
Great-West SecureFoundation® LT 2055 L MXLPX -3.40 1.96 3.86 16.60 8.49 10.16
Great-West Lifetime Cnsrv 2055 Inv MXSLX -3.13 1.61 3.18 15.61 7.89 9.51
Great-West SecureFoundation® LT 2055 Inv MXSYX -3.43 1.92 3.86 16.72 8.51 10.18
Great-West SecureFoundation® LT 2055 Svc MXSZX -3.42 1.91 3.84 16.62 8.41 10.08
Great-West Lifetime Cnsrv 2055 Svc MXTLX -3.19 1.61 3.15 15.47 7.76 9.40
Great-West Lifetime 2055 Inv MXWLX -3.41 1.80 3.55 16.93 8.30 10.27
Great-West Lifetime Cnsrv 2055 Instl MXXFX -3.16 1.66 3.30 16.00 --- ---
Great-West Lifetime 2055 Svc MXXLX -3.41 1.79 3.48 16.78 8.21 10.15
Great-West Lifetime 2055 Instl MXZHX -3.36 1.87 3.69 17.35 --- ---
Natixis Sustainable Future 2055 N NSFLX -2.66 3.07 4.87 --- --- ---
Nationwide Destination 2055 A NTDAX -3.55 1.73 3.98 15.23 7.98 10.08
Nationwide Destination 2055 C NTDCX -3.62 1.59 3.77 14.51 7.35 9.49
Nationwide Destination 2055 R6 NTDIX -3.53 1.79 4.09 15.74 8.49 10.61
Nationwide Destination 2055 Instl Svc NTDSX -3.60 1.72 3.96 15.40 8.21 10.35
Nationwide Destination 2055 R NTDTX -3.63 1.66 3.85 14.88 7.68 9.78
T. Rowe Price Target 2055 Advisor PAFTX -2.76 2.54 3.82 17.88 8.76 ---
T. Rowe Price Retirement 2055 Advisor PAROX -2.75 2.65 3.95 18.25 8.92 11.36
Prudential Day One 2055 R1 PDKDX -3.55 1.61 4.08 17.78 --- ---
Prudential Day One 2055 R2 PDKEX -3.54 1.70 4.14 18.15 --- ---
Prudential Day One 2055 R3 PDKFX -3.54 1.70 4.19 18.19 --- ---
Prudential Day One 2055 R4 PDKGX -3.62 1.61 4.12 18.32 --- ---
Prudential Day One 2055 R5 PDKHX -3.54 1.70 4.22 18.54 --- ---
Prudential Day One 2055 R6 PDKJX -3.46 1.70 4.29 18.14 --- ---
Principal LifeTime Hybrid 2055 R6 PLHTX -3.38 1.86 3.86 16.99 --- ---
Principal LifeTime Hybrid 2055 Instl PLTNX -3.38 1.86 3.86 17.01 8.90 ---
PIMCO RealPath™ 2055 A PQRAX -3.38 1.31 3.40 13.92 5.90 ---
PIMCO RealPath™ 2055 Administrative PQRZX -3.47 1.31 3.37 14.04 6.09 ---
Putnam RetirementReady 2055 R6 PREVX -3.61 1.37 4.17 16.55 --- ---
PIMCO RealPath Blend 2055 A PRQAX -3.26 1.37 3.47 14.68 6.87 ---
PIMCO RealPath Blend 2055 Administrative PRQDX -3.24 1.44 3.52 14.95 7.21 ---
PIMCO RealPath™ 2055 Institutional PRQIX -3.37 1.31 3.42 14.23 6.35 ---
PIMCO RealPath Blend 2055 Institutional PRQZX -3.24 1.45 3.50 15.22 7.43 ---
Putnam RetirementReady 2055 A PRRFX -3.72 1.31 3.97 16.06 7.57 11.16
Putnam RetirementReady 2055 R PRRVX -3.73 1.23 3.93 15.77 7.33 10.90
Putnam RetirementReady 2055 Y PRTLX -3.70 1.30 4.05 16.35 7.86 11.43
American Funds 2055 Trgt Date Retire R1 RAMTX -2.35 3.25 5.07 18.72 8.97 11.10
American Funds 2055 Trgt Date Retire R2E RBEMX -2.34 3.28 5.14 19.07 9.43 ---
American Funds 2055 Trgt Date Retire R2 RBMTX -2.30 3.25 5.10 18.75 9.02 11.18
American Funds 2055 Trgt Date Retire R3 RCMTX -2.33 3.33 5.20 19.27 9.46 11.61
American Funds 2055 Trgt Date Retire R4 RDJTX -2.27 3.41 5.31 19.68 9.81 11.97
American Funds 2055 Trgt Date Retire R5 REKTX -2.25 3.44 5.40 20.05 10.16 12.31
American Funds 2055 Trgt Date Retire R6 RFKTX -2.25 3.43 5.39 20.08 10.21 12.36
American Funds 2055 Trgt Date Retire R5E RHJTX -2.27 3.36 5.32 19.90 --- ---
T. Rowe Price Retirement 2055 R RRTVX -2.77 2.53 3.84 17.91 8.64 11.07
State Street Target Retirement 2055 A SSDMX -3.57 1.55 3.69 16.85 8.16 ---
State Street Target Retirement 2055 I SSDOX -3.49 1.63 3.86 17.33 8.47 ---
State Street Target Retirement 2055 K SSDQX -3.50 1.55 3.78 17.16 8.38 ---
Schwab Target 2055 SWORX -3.25 2.38 4.79 18.64 8.87 11.60
Schwab Target 2055 Index SWYJX -3.55 1.67 4.02 16.65 --- ---
ClearTrack 2055 R1 TCTOX -3.42 1.29 3.47 --- --- ---
ClearTrack 2055 R6 TCTSX -3.24 1.47 3.77 --- --- ---
AB Multi-Manager Select 2055 A TDAPX -3.28 2.01 4.28 18.11 8.80 ---
AB Multi-Manager Select 2055 C TDCPX -3.39 1.87 4.08 17.20 7.99 ---
AB Multi-Manager Select 2055 I TDIPX -3.29 2.07 4.36 18.34 9.05 ---
AB Multi-Manager Select 2055 K TDPKX -3.34 2.01 4.25 18.05 8.75 ---
AB Multi-Manager Select 2055 R TDPRX -3.34 1.93 4.15 17.76 8.52 ---
AB Multi-Manager Select 2055 Advisor TDPYX -3.32 1.99 4.29 18.36 9.04 ---
AB Multi-Manager Select 2055 Z TDPZX -3.33 2.01 4.33 18.41 9.05 ---
1290 Retirement 2055 I TNQIX -3.09 1.08 2.99 --- --- ---
T. Rowe Price Target 2055 TRFFX -2.68 2.60 3.88 18.26 9.02 ---
T. Rowe Price Retirement I 2055 I TRPNX -2.76 2.62 3.98 18.69 --- ---
T. Rowe Price Target 2055 I TRPPX -2.68 2.60 3.95 18.43 --- ---
T. Rowe Price Retirement 2055 TRRNX -2.80 2.63 3.92 18.53 9.17 11.63
TIAA-CREF Lifecycle Index 2055 Advisor TTIHX -3.20 2.44 4.80 18.08 --- ---
TIAA-CREF Lifecycle Index 2055 Instl TTIIX -3.20 2.44 4.81 18.08 9.46 11.57
TIAA-CREF Lifecycle Index 2055 Premier TTIPX -3.26 2.38 4.71 17.92 9.30 11.41
TIAA-CREF Lifecycle Index 2055 Retire TTIRX -3.21 2.39 4.68 17.75 9.19 11.30
TIAA-CREF Lifecycle 2055 Advisor TTRHX -2.87 3.12 5.32 21.05 --- ---
TIAA-CREF Lifecycle 2055 Institutional TTRIX -2.87 3.12 5.33 21.06 10.13 11.83
TIAA-CREF Lifecycle 2055 Retirement TTRLX -2.95 3.06 5.27 20.70 9.85 11.55
TIAA-CREF Lifecycle 2055 Premier TTRPX -2.88 3.06 5.29 20.91 9.97 11.67
Vanguard Target Retirement 2055 Inv VFFVX -3.21 2.14 4.46 17.55 8.67 11.01
Vanguard Instl Trgt Retire 2055 Instl VIVLX -3.22 2.14 4.44 17.55 --- ---
Virtus DFA 2055 Trgt Date Retire Inc R6 VRDTX -3.19 2.42 5.07 18.20 --- ---
Voya Index Solution 2055 Port Z VSZHX -3.45 2.05 4.32 17.33 --- ---
Virtus DFA 2055 Trgt Date Retire Inc I VTITX -3.27 2.36 5.02 17.91 --- ---
Virtus DFA 2055 Trgt Date Retire Inc A VTRAX -3.27 2.36 4.99 17.75 --- ---
Voya Target Retirement 2055 A VTRQX -3.45 1.94 4.20 16.81 --- ---
Voya Target Retirement 2055 R6 VTRRX -3.45 1.93 4.28 17.15 --- ---
Wells Fargo Target 2055 Admin WFLHX -3.65 0.78 3.14 13.59 7.24 9.55
Wells Fargo Target 2055 R6 WFQUX -3.51 0.86 3.31 14.12 7.64 9.95
Wells Fargo Target 2055 A WFQZX -3.58 0.78 3.17 13.50 7.12 9.42
Wells Fargo Target 2055 R4 WFVRX -3.57 0.86 3.28 13.91 7.47 9.79
Wells Fargo Target 2055 R WFYRX -3.63 0.79 3.08 13.27 6.84 ---
Wells Fargo Dynamic Target 2055 A WTDQX -3.09 2.67 4.96 17.49 --- ---
Wells Fargo Dynamic Target 2055 C WTDRX -3.17 2.58 4.85 16.70 --- ---
Wells Fargo Dynamic Target 2055 R4 WTDTX -3.08 2.75 5.02 17.84 --- ---
Wells Fargo Dynamic Target 2055 R6 WTDUX -3.08 2.75 5.17 18.10 --- ---
Content Partners