Target-Date 2060+: Total Returns

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Data through 6/27/2017. 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 2060+ 0.35 10.02 4.41 22.44 5.44 11.67
American Funds 2060 Trgt Date Retire A AANTX 0.35 10.80 4.50 21.78 --- ---
American Century One Choice 2060 R6 ARGDX 0.42 9.32 4.00 20.89 --- ---
American Century One Choice 2060 C ARGHX 0.34 8.58 3.66 19.34 --- ---
American Century One Choice 2060 A ARGMX 0.34 8.95 3.83 20.10 --- ---
American Century One Choice 2060 I ARGNX 0.34 9.22 3.91 20.70 --- ---
American Century One Choice 2060 R ARGRX 0.34 8.86 3.74 19.94 --- ---
American Century One Choice 2060 Inv ARGVX 0.42 9.13 3.91 20.48 --- ---
American Funds 2060 Trgt Date Retire C CCKTX 0.27 10.37 4.35 20.75 --- ---
Dimensional 2060 Target Dt Rtr Inc Instl DRILX 0.44 10.30 4.16 24.14 --- ---
American Funds 2060 Trgt Date Retire F1 FAWTX 0.26 10.68 4.49 21.64 --- ---
American Funds 2060 Trgt Date Retire F2 FBKTX 0.35 10.86 4.57 21.96 --- ---
American Funds 2060 Trgt Date Retire F3 FCKTX 0.35 --- 4.68 --- --- ---
Fidelity® Multi-Manager 2060 L FCMMX 0.86 11.22 5.18 22.75 --- ---
Fidelity Freedom® Index 2060 Investor FDKLX 0.97 10.07 4.55 20.46 --- ---
Fidelity Freedom K® 2060 FDKNX 0.88 11.60 5.43 23.10 --- ---
Fidelity Advisor Freedom® 2060 A FDKPX 0.72 11.28 5.15 22.07 --- ---
Fidelity Advisor Freedom® 2060 I FDKQX 0.72 11.42 5.19 22.37 --- ---
Fidelity Advisor Freedom® 2060 C FDKSX 0.72 10.97 5.08 21.26 --- ---
Fidelity Advisor Freedom® 2060 M FDKTX 0.18 10.52 4.63 23.56 --- ---
Fidelity Freedom® 2060 FDKVX 0.88 11.49 5.38 22.93 --- ---
Fidelity Freedom® Index 2060 Instl Prem FFLEX 0.35 9.51 4.02 21.87 --- ---
Fidelity Advisor Freedom® 2060 Z6 FNGLX --- --- --- --- --- ---
Fidelity® Multi-Manager 2060 FNJPX 0.38 10.58 4.69 24.56 --- ---
Fidelity® Multi-Manager 2060 N FNPQX 0.86 10.99 5.06 22.29 --- ---
Fidelity Freedom® 2060 K6 FVTKX --- --- --- --- --- ---
JPMorgan SmartRetirement® Blend 2060 R5 JAABX 0.49 9.81 4.46 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R6 JAAYX 0.55 9.90 4.54 --- --- ---
JPMorgan SmartRetirement® Blend 2060 I JACSX 0.49 9.69 4.41 --- --- ---
JPMorgan SmartRetirement® 2060 A JAKAX 0.24 10.00 4.39 --- --- ---
JPMorgan SmartRetirement® 2060 C JAKCX 0.18 9.68 4.22 --- --- ---
JPMorgan SmartRetirement® 2060 R5 JAKIX 0.30 10.17 4.48 --- --- ---
JPMorgan SmartRetirement® 2060 R3 JAKPX 0.24 9.91 4.31 --- --- ---
JPMorgan SmartRetirement® 2060 R4 JAKQX 0.24 10.04 4.37 --- --- ---
JPMorgan SmartRetirement® 2060 I JAKSX 0.24 10.13 4.45 --- --- ---
JPMorgan SmartRetirement® 2060 R6 JAKYX 0.30 10.24 4.49 --- --- ---
JPMorgan SmartRetirement® 2060 R2 JAKZX 0.18 9.84 4.25 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R2 JATPX 0.43 9.43 4.29 --- --- ---
JPMorgan SmartRetirement® Blend 2060 R3 JATQX --- --- --- --- --- ---
JPMorgan SmartRetirement® Blend 2060 R4 JATUX --- --- --- --- --- ---
JHancock Multi-Index 2060 Presv 1 JCHOX 0.35 8.82 3.85 20.86 --- ---
JHancock Multimanager 2060 Lifetime R6 JESRX 0.42 10.47 4.51 23.83 --- ---
JHancock Multimanager 2060 Lifetime R5 JGHTX 0.42 10.47 4.51 23.81 --- ---
JHancock Multimanager 2060 Lifetime R3 JGTHX 0.34 10.19 4.43 23.17 --- ---
JHancock Multi-Index 2060 Lifetime R4 JHIKX 0.43 --- --- --- --- ---
JHancock Multi-Index 2060 Lifetime R6 JIEHX 0.43 9.43 3.99 22.73 --- ---
JHancock Multimanager 2060 Lifetime A JJERX 0.43 10.28 4.42 23.35 --- ---
JHancock Multi-Index 2060 Presv R1 JKIMX 0.35 8.63 3.76 20.36 --- ---
JHancock Multimanager 2060 Lifetime I JMENX 0.42 10.47 4.51 23.72 --- ---
JHancock Multi-Index 2060 Presv R4 JPORX 0.43 8.82 3.85 20.75 --- ---
JHancock Multimanager 2060 Lifetime 1 JRETX 0.42 10.47 4.51 23.79 --- ---
JHancock Multi-Index 2060 Lifetime 1 JRODX 0.34 9.24 3.90 22.58 --- ---
JHancock Multimanager 2060 Lifetime R4 JROUX 0.34 10.37 4.51 23.57 --- ---
JHancock Multi-Index 2060 Presv R2 JSATX 0.35 8.72 3.76 20.56 --- ---
JHancock Multi-Index 2060 Presv R6 JTFOX 0.43 8.91 3.85 21.01 --- ---
JHancock Multimanager 2060 Lifetime R1 JTLOX 0.34 10.19 4.43 23.17 --- ---
JHancock Multimanager 2060 Lifetime R2 JVIMX 0.43 10.37 4.51 23.61 --- ---
KP Retirement Path 2060 Institutional KPRJX 0.62 10.42 4.81 23.89 5.60 ---
BlackRock LifePath® Index 2060 Inv A LIZAX 0.56 10.11 4.41 21.53 --- ---
BlackRock LifePath® Index 2060 Instl LIZIX 0.56 10.24 4.45 21.81 --- ---
BlackRock LifePath® Index 2060 K LIZKX 0.56 10.25 4.46 21.86 --- ---
MFS Lifetime 2060 A MFJAX 0.27 9.89 4.86 --- --- ---
MFS Lifetime 2060 B MFJBX 0.18 9.49 4.68 --- --- ---
MFS Lifetime 2060 C MFJCX 0.18 9.49 4.68 --- --- ---
MFS Lifetime 2060 R1 MFJEX 0.18 9.49 4.68 --- --- ---
MFS Lifetime 2060 R2 MFJGX 0.27 9.79 4.87 --- --- ---
MFS Lifetime 2060 I MFJIX 0.36 10.09 4.95 --- --- ---
MFS Lifetime 2060 R6 MFJKX 0.36 10.09 4.95 --- --- ---
MFS Lifetime 2060 R3 MFJTX 0.27 9.89 4.86 --- --- ---
MFS Lifetime 2060 R4 MFJUX 0.36 10.09 4.95 --- --- ---
MassMutual RetireSMART 2060 R3 MMWBX 0.28 9.20 4.35 22.26 --- ---
MassMutual RetireSMART 2060 R4 MMWCX 0.37 9.38 4.43 22.63 --- ---
MassMutual RetireSMART 2060 A MMWDX 0.37 9.39 4.44 22.57 --- ---
MassMutual RetireSMART 2060 Admin MMWFX 0.37 9.50 4.44 22.85 --- ---
MassMutual RetireSMART 2060 Service MMWGX 0.37 9.60 4.53 22.94 --- ---
MassMutual RetireSMART 2060 R5 MMWHX 0.37 9.59 4.52 23.11 --- ---
MassMutual RetireSMART 2060 I MMWIX 0.37 9.59 4.52 23.10 --- ---
Manning & Napier Target 2060 I MTKIX 0.17 13.58 5.17 20.01 --- ---
Manning & Napier Target 2060 K MTKKX 0.07 13.37 5.07 19.65 --- ---
Manning & Napier Target 2060 R MTKRX 0.14 13.47 5.15 19.47 --- ---
MainStay Retirement 2060 A MYSQX 0.24 11.34 4.83 24.16 --- ---
MainStay Retirement 2060 Investor MYSRX 0.24 11.26 4.75 24.01 --- ---
MainStay Retirement 2060 I MYSSX 0.32 11.51 4.91 24.51 --- ---
MainStay Retirement 2060 R1 MYSTX 0.24 11.42 4.82 24.44 --- ---
MainStay Retirement 2060 R2 MYSWX 0.24 11.34 4.83 24.19 --- ---
MainStay Retirement 2060 R3 MYSZX 0.24 11.18 4.67 23.71 --- ---
Nationwide Destination 2060 A NWWRX 0.42 8.34 3.92 22.98 --- ---
Nationwide Destination 2060 C NWWSX 0.38 7.98 3.69 22.23 --- ---
Nationwide Destination 2060 R NWWTX 0.47 8.29 3.88 22.80 --- ---
Nationwide Destination 2060 R6 NWWUX 0.53 8.55 4.03 23.54 --- ---
Nationwide Destination 2060 Instl Svc NWWVX 0.84 8.94 4.35 23.72 --- ---
Prudential Day One 2060 R1 PDLDX 0.37 9.14 3.97 --- --- ---
Prudential Day One 2060 R2 PDLEX 0.37 9.13 4.06 --- --- ---
Prudential Day One 2060 R3 PDLFX 0.37 9.23 4.06 --- --- ---
Prudential Day One 2060 R4 PDLGX 0.37 9.33 4.15 --- --- ---
Prudential Day One 2060 R5 PDLHX 0.37 9.33 4.05 --- --- ---
Prudential Day One 2060 R6 PDLJX 0.37 9.21 4.15 --- --- ---
Putnam RetirementReady 2060 R6 PEFGX 0.37 8.69 3.82 --- --- ---
Principal LifeTime Hybrid 2060 R6 PLKTX 0.53 9.59 4.48 22.44 --- ---
Principal LifeTime 2060 J PLTAX 0.38 10.39 4.81 21.81 4.92 ---
Principal LifeTime 2060 R2 PLTBX 0.39 10.25 4.79 21.38 4.53 ---
Principal LifeTime 2060 R3 PLTCX 0.39 10.34 4.83 21.53 4.67 ---
Principal LifeTime Hybrid 2060 Instl PLTHX 0.53 9.60 4.48 22.33 --- ---
Principal LifeTime 2060 R4 PLTMX 0.39 10.42 4.83 21.70 4.88 ---
Principal LifeTime 2060 R5 PLTOX 0.38 10.48 4.81 21.92 5.00 ---
Principal LifeTime 2060 R1 PLTRX 0.31 10.11 4.64 21.08 4.34 ---
Principal LifeTime 2060 Institutional PLTZX 0.38 10.51 4.87 22.15 5.23 ---
Putnam RetirementReady 2060 A PRTFX 0.28 8.51 3.73 22.08 --- ---
Putnam RetirementReady 2060 R PRTRX 0.19 8.30 3.64 21.71 --- ---
Putnam RetirementReady 2060 Y PRTYX 0.28 8.60 3.82 22.32 --- ---
American Funds 2060 Trgt Date Retire R1 RANTX 0.18 10.22 4.33 20.70 --- ---
American Funds 2060 Trgt Date Retire R2E RBENX 0.27 10.52 4.42 21.10 --- ---
American Funds 2060 Trgt Date Retire R2 RBNTX 0.27 10.26 4.35 20.73 --- ---
American Funds 2060 Trgt Date Retire R3 RCNTX 0.35 10.62 4.51 21.33 --- ---
American Funds 2060 Trgt Date Retire R4 RDKTX 0.35 10.69 4.50 21.67 --- ---
American Funds 2060 Trgt Date Retire R5 REMTX 0.26 10.86 4.57 21.93 --- ---
American Funds 2060 Trgt Date Retire R6 RFUTX 0.35 10.85 4.57 22.05 --- ---
American Funds 2060 Trgt Date Retire R5E RHKTX 0.35 10.89 4.59 21.92 --- ---
State Street Target Retirement 2060 A SSDTX 0.82 10.11 4.61 21.76 --- ---
State Street Target Retirement 2060 I SSDWX 0.82 10.31 4.80 22.14 --- ---
State Street Target Retirement 2060 K SSDYX 0.82 10.32 4.71 22.08 --- ---
Schwab Target 2060 SWPRX 0.54 10.87 4.86 --- --- ---
Schwab Target 2060 Index Investor SWXKX 0.54 9.93 4.34 --- --- ---
Schwab Target 2060 Index Institutional SWYNX 0.54 9.93 4.24 --- --- ---
TIAA-CREF Lifecycle 2060 Advisor TLXHX 0.09 11.05 4.93 25.46 --- ---
TIAA-CREF Lifecycle 2060 Institutional TLXNX 0.09 11.17 4.93 25.48 --- ---
TIAA-CREF Lifecycle 2060 Premier TLXPX 0.09 11.07 4.84 25.36 --- ---
TIAA-CREF Lifecycle 2060 Retirement TLXRX 0.09 11.08 4.84 25.31 --- ---
1290 Retirement 2060 I TNXIX 0.58 --- 4.40 --- --- ---
T. Rowe Price Retirement I 2060 I TRPLX 0.40 12.12 5.40 25.13 --- ---
T. Rowe Price Retirement 2060 TRRLX 0.35 11.93 5.29 24.86 6.59 ---
T. Rowe Price Retirement 2060 Advisor TRRYX 0.35 11.87 5.21 24.59 6.37 ---
T. Rowe Price Retirement 2060 R TRRZX 0.36 11.72 5.14 24.22 6.08 ---
T. Rowe Price Target 2060 TRTFX 0.46 12.00 5.36 24.66 6.57 ---
T. Rowe Price Target 2060 Advisor TRTGX 0.36 11.78 5.16 24.31 6.32 ---
T. Rowe Price Target 2060 I TTOIX 0.36 11.99 5.25 24.77 --- ---
TIAA-CREF Lifecycle Index 2060 Advisor TVIHX 0.35 10.19 4.32 23.70 --- ---
TIAA-CREF Lifecycle Index 2060 Instl TVIIX 0.35 10.30 4.42 23.86 --- ---
TIAA-CREF Lifecycle Index 2060 Premier TVIPX 0.35 10.20 4.32 23.55 --- ---
TIAA-CREF Lifecycle Index 2060 Retire TVITX 0.44 10.21 4.33 23.57 --- ---
USAA Target Retirement 2060 URSIX 0.58 9.58 4.21 21.42 4.55 ---
Vanguard Instl Trgt Retire 2060 Instl VILVX 0.41 10.16 4.26 22.57 --- ---
Voya Index Solution 2060 Port I VISPX 0.35 9.84 4.22 22.12 --- ---
Voya Index Solution 2060 Port S VPISX 0.26 9.60 4.16 21.80 --- ---
Voya Index Solution 2060 Port ADV VPSAX 0.26 9.45 4.08 21.42 --- ---
Voya Index Solution 2060 Port S2 VPSSX 0.26 9.52 4.07 21.43 --- ---
Voya Target Retirement 2060 I VRSAX 0.26 9.66 4.19 21.90 --- ---
Voya Solution 2060 Port I VSIPX 0.09 10.20 4.33 22.82 --- ---
Voya Solution 2060 Port ADV VSPAX 0.00 9.88 4.28 22.16 --- ---
Voya Solution 2060 Port S VSPSX 0.09 10.09 4.37 22.53 --- ---
Voya Solution 2060 Port T VSPTX 0.00 9.86 4.22 21.91 --- ---
Voya Solution 2060 Port S2 VSSPX 0.09 9.98 4.28 22.26 --- ---
Voya Index Solution 2060 Port Z VSZIX 0.34 9.81 4.21 22.22 --- ---
Voya Target Retirement 2060 A VTRSX 0.17 9.47 4.10 21.57 --- ---
Voya Target Retirement 2060 R6 VTRUX 0.17 9.66 4.19 21.83 --- ---
Virtus DFA 2060 Trgt Date Retire Inc A VTTAX 0.32 9.64 3.90 23.06 --- ---
Virtus DFA 2060 Trgt Date Retire Inc I VTTIX 0.32 9.82 3.98 23.38 --- ---
Virtus DFA 2060 Trgt Date Retire Inc R6 VTTRX 0.32 9.89 3.97 23.56 --- ---
Vanguard Target Retirement 2060 Inv VTTSX 0.44 10.16 4.27 22.51 5.93 11.67
Wells Fargo Dow Jones Target 2060 A WFAFX 0.38 9.39 3.76 21.65 --- ---
Wells Fargo Dow Jones Target 2060 C WFCFX 0.39 9.08 3.68 20.87 --- ---
Wells Fargo Dow Jones Target 2060 Admin WFDFX 0.33 9.39 3.89 21.89 --- ---
Wells Fargo Dow Jones Target 2060 R WFRFX 0.37 9.30 3.80 21.42 --- ---
Wells Fargo Dow Jones Target 2060 R4 WFSFX 0.41 9.56 3.92 22.01 --- ---
Wells Fargo Dow Jones Target 2060 R6 WFUFX 0.38 9.65 3.90 22.23 --- ---
Wells Fargo Dynamic Target 2060 A WTDVX 0.45 10.12 4.52 22.26 --- ---
Wells Fargo Dynamic Target 2060 C WTDWX 0.36 9.83 4.34 21.35 --- ---
Wells Fargo Dynamic Target 2060 R WTDYX 0.45 10.02 4.43 21.97 --- ---
Wells Fargo Dynamic Target 2060 R4 WTDZX 0.45 10.42 4.61 22.75 --- ---
Wells Fargo Dynamic Target 2060 R6 WTSZX 0.54 10.52 4.70 22.90 --- ---
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