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Data through 11/20/2009. Our favorite Target Date 2000-2010 funds
Fund Category : Target Date 2000-2010 : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2000-2010 -0.18 20.89 5.93 36.14 -0.47 2.40
JHancock2 Lifecycle 2010 1 -0.22 28.96 7.70 48.34 -0.67 ---
JHancock2 Lifecycle 2010 R5 -0.33 28.82 7.58 48.32 -0.73 ---
JHancock2 Lifecycle 2010 R4 -0.33 28.49 7.46 47.79 -1.00 ---
JHancock2 Lifecycle 2010 A Load Waived -0.22 28.30 7.46 47.59 -1.10 ---
JHancock2 Lifecycle 2010 A -0.22 28.30 7.46 47.59 -1.10 ---
JHancock2 Lifecycle 2010 R3 -0.34 28.20 7.48 47.33 -1.30 ---
JHancock2 Lifecycle 2010 R1 -0.34 28.06 7.36 47.20 -1.39 ---
AllianceBern 2010 Retirement Strat I -1.17 27.22 8.14 49.81 -2.41 ---
AllianceBern 2010 Retirement StrAdv -1.17 27.22 8.14 49.91 -2.42 ---
AllianceBern 2010 Retirement Strat K -1.17 26.99 8.04 49.46 -2.65 ---
AllianceBern 2010 Retirement Strat A LW -1.18 26.75 7.94 49.35 -2.72 ---
AllianceBern 2010 Retirement Strat A -1.18 26.75 7.94 49.35 -2.72 ---
AllianceBern 2010 Retirement Strat R -1.18 26.65 7.96 49.17 -2.91 ---
AllianceBern 2010 Retirement Strat C -1.19 26.03 7.90 48.34 -3.39 ---
AllianceBern 2010 Retirement Strat B -1.29 26.03 7.77 48.34 -3.39 ---
T. Rowe Price Retirement 2010 -0.07 25.96 6.89 43.46 0.01 4.05
Hartford Target Retirement 2010 Y -0.34 25.79 6.68 43.32 0.28 ---
Hartford Target Retirement 2010 R4 -0.34 25.79 6.68 43.17 --- ---
Hartford Target Retirement 2010 R5 -0.34 25.75 6.67 43.19 --- ---
T. Rowe Price Retirement 2010 Adv -0.07 25.69 6.77 43.14 -0.20 3.81
Hartford Target Retirement 2010 A LW -0.34 25.64 6.56 42.80 0.01 ---
Hartford Target Retirement 2010 A -0.34 25.64 6.56 42.80 0.01 ---
Hartford Target Retirement 2010 R3 -0.34 25.54 6.58 42.79 --- ---
T. Rowe Price Retirement 2010 R -0.14 25.36 6.66 42.75 -0.49 3.53
AllianceBern 2005 Retirement Strat I -0.84 24.80 7.42 44.78 -1.45 ---
AllianceBern 2005 Retirement StrAdv -0.84 24.70 7.39 44.58 -1.47 ---
AllianceBern 2005 Retirement Strat K -0.85 24.44 7.33 44.17 -1.69 ---
AllianceBern 2005 Retirement Strat A LW -0.95 24.40 7.32 44.13 -1.76 ---
AllianceBern 2005 Retirement Strat A -0.95 24.40 7.32 44.13 -1.76 ---
Van Kampen 2010 Retirement Strategy I -0.55 24.36 6.62 42.24 --- ---
Putnam Retirement Ready 2010 Y 0.49 24.29 4.90 35.85 -1.58 1.48
Goldman Sachs Retirement Str 2010 IR -0.97 24.16 6.80 43.05 --- ---
Goldman Sachs Retirement Str 2010 Instl -1.09 24.13 6.65 43.26 --- ---
AllianceBern 2005 Retirement Strat R -0.85 24.07 7.24 43.79 -1.97 ---
Putnam Retirement Ready 2010 A LW 0.46 23.98 4.77 35.46 -1.84 1.22
Putnam Retirement Ready 2010 A 0.46 23.98 4.77 35.46 -1.84 1.22
Van Kampen 2010 Retirement Strategy A LW -0.56 23.96 6.55 41.79 --- ---
Van Kampen 2010 Retirement Strategy A -0.56 23.96 6.55 41.79 --- ---
Goldman Sachs Retirement Str 2010 A LW -1.09 23.93 6.69 42.68 --- ---
Goldman Sachs Retirement Str 2010 A -1.09 23.93 6.69 42.68 --- ---
Van Kampen 2010 Retirement Strategy R -0.64 23.79 6.48 41.45 --- ---
Fidelity Advisor Freedom 2010 I -0.47 23.79 6.18 38.55 -0.26 2.92
AllianceBern 2005 Retirement Strat C -0.96 23.60 7.04 43.21 -2.43 ---
Fidelity Advisor Freedom 2010 A LW -0.47 23.57 6.10 38.24 -0.53 2.68
Fidelity Advisor Freedom 2010 A -0.47 23.57 6.10 38.24 -0.53 2.68
AllianceBern 2005 Retirement Strat B -0.96 23.57 7.04 43.15 -2.45 ---
Goldman Sachs Retirement Str 2010 R -1.09 23.52 6.54 42.32 --- ---
MassMutual Select Dest Retire 2010 Y -0.33 23.41 6.67 40.38 -0.41 2.22
MassMutual Select Dest Retire 2010 S -0.33 23.38 6.66 40.44 -0.35 2.27
MassMutual Select Dest Retire 2010 L -0.33 23.27 6.55 40.22 -0.51 2.11
Fidelity Advisor Freedom 2010 T -0.56 23.21 6.02 37.92 -0.76 2.41
Van Kampen 2010 Retirement Strategy C -0.64 23.19 6.33 40.77 --- ---
PIMCO RealRetirement 2010 Instl 0.48 23.16 5.31 32.74 --- ---
T. Rowe Price Retirement 2005 0.09 23.03 6.19 37.71 1.15 4.35
MassMutual Select Dest Retire 2010 A LW -0.33 22.93 6.59 39.98 -0.75 1.86
MassMutual Select Dest Retire 2010 A -0.33 22.93 6.59 39.98 -0.75 1.86
PIMCO RealRetirement 2010 Adm 0.48 22.82 5.26 32.49 --- ---
Fidelity Freedom 2010 -0.39 22.79 6.21 37.91 -0.13 3.16
T. Rowe Price Retirement 2005 Advisor 0.00 22.74 6.12 37.27 --- ---
Fidelity Advisor Freedom 2010 B -0.57 22.69 5.83 37.24 -1.26 1.90
Fidelity Advisor Freedom 2010 C -0.57 22.68 5.85 37.15 -1.26 1.89
MassMutual Select Dest Retire 2010 N -0.44 22.63 6.47 39.37 -1.04 1.55
Fidelity Advisor Freedom 2005 I -0.38 22.63 5.80 36.25 -0.21 2.94
T. Rowe Price Retirement 2005 R 0.00 22.51 6.13 37.02 --- ---
PIMCO RealRetirement 2010 A Load Waived 0.48 22.48 5.20 32.08 --- ---
PIMCO RealRetirement 2010 A 0.48 22.48 5.20 32.08 --- ---
BlackRock Lifecycle Prepared 2010 Instl -0.32 22.48 6.40 40.54 --- ---
PIMCO RealRetirement 2010 D 0.48 22.46 5.17 31.97 --- ---
Fidelity Advisor Freedom 2005 A LW -0.39 22.29 5.73 35.18 -1.69 1.58
Fidelity Advisor Freedom 2005 A -0.39 22.29 5.73 35.98 -0.45 2.70
Principal LifeTime 2010 Instl -0.20 22.26 6.95 39.48 -3.63 1.52
Fidelity Advisor Freedom 2005 T -0.39 22.10 5.63 35.57 -0.69 2.44
American Funds Trgt Date Ret 2010 R5 0.46 22.08 7.33 39.44 --- ---
PIMCO RealRetirement 2010 R 0.36 22.01 5.00 31.40 --- ---
Russell LifePoints 2010 Strategy S 0.31 21.98 6.17 35.11 1.10 ---
JPMorgan SmartRetirement 2010 Instl 0.22 21.98 6.14 36.01 0.85 ---
Oppenheimer Transition 2010 Y -0.67 21.91 6.02 47.72 --- ---
PIMCO RealRetirement 2010 C 0.48 21.90 5.04 31.17 --- ---
Principal LifeTime 2010 R4 -0.20 21.89 6.78 38.91 -4.00 1.13
Principal LifeTime 2010 A Load Waived -0.20 21.89 6.81 39.01 -4.01 ---
Principal LifeTime 2010 A -0.20 21.89 6.81 39.01 -4.01 ---
BlackRock Lifecycle Prepared 2010 Inv A -0.42 21.89 6.21 39.95 --- ---
BlackRock Lifecycle Prepared 2010 I A LW -0.42 21.89 6.21 39.95 --- ---
AllianceBern 2000 Retirement StrAdv -0.50 21.89 6.56 38.36 -0.51 ---
Russell LifePoints 2010 Strategy R1 0.20 21.85 6.06 35.15 1.07 ---
American Funds Trgt Date Ret 2010 A LW 0.57 21.84 7.35 39.20 --- ---
American Funds Trgt Date Ret 2010 A 0.57 21.84 7.35 39.20 --- ---
Principal LifeTime 2010 R5 -0.30 21.83 6.77 38.97 -3.90 1.24
AllianceBern 2000 Retirement Strat I -0.51 21.83 6.59 38.48 -0.49 ---
JPMorgan SmartRetirement 2010 Select 0.22 21.79 6.03 35.88 0.69 ---
BlackRock Lifecycle Prepared 2010 R -0.42 21.73 6.21 39.59 --- ---
American Funds Trgt Date Ret 2010 R4 0.46 21.70 7.23 39.06 --- ---
Principal LifeTime 2010 J -0.30 21.69 6.77 38.71 -4.11 0.98
MFS Lifetime 2010 R4 0.09 21.69 5.41 29.29 4.19 ---
Principal LifeTime 2010 R3 -0.20 21.67 6.80 38.59 -4.20 0.93
Russell LifePoints 2010 Strategy A LW 0.20 21.66 6.10 34.74 0.80 ---
Russell LifePoints 2010 Strategy A 0.20 21.66 6.10 34.74 0.80 ---
MFS Lifetime 2010 I 0.09 21.66 5.40 29.26 4.23 ---
AllianceBern 2000 Retirement Strat K -0.51 21.64 6.50 37.99 -0.71 ---
Russell LifePoints 2010 Strategy E 0.20 21.62 5.98 34.68 0.78 ---
Russell LifePoints 2010 Strategy R2 0.20 21.61 5.99 34.86 0.82 ---
JPMorgan SmartRetirement 2010 A LW 0.22 21.60 5.98 35.47 0.45 ---
JPMorgan SmartRetirement 2010 A 0.22 21.60 5.98 35.47 0.45 ---
Fidelity Advisor Freedom 2005 B -0.48 21.58 5.54 35.00 -1.17 1.94
AllianceBern 2000 Retirement Strat A LW -0.50 21.58 6.48 38.10 -0.74 ---
AllianceBern 2000 Retirement Strat A -0.50 21.58 6.48 38.10 -0.74 ---
Oppenheimer Transition 2010 A LW -0.68 21.56 5.92 47.37 --- ---
Oppenheimer Transition 2010 A -0.68 21.56 5.92 47.37 --- ---
Fidelity Freedom 2005 -0.29 21.56 5.96 35.70 -0.17 3.06
Fidelity Advisor Freedom 2005 C -0.48 21.50 5.55 34.89 -1.17 1.92
American Funds Trgt Date Ret 2010 R3 0.46 21.48 7.27 38.83 --- ---
Columbia Retirement 2010 Z -0.58 21.46 6.30 41.00 -0.74 ---
Russell LifePoints 2010 Strategy R3 0.20 21.45 6.03 34.46 0.59 ---
AllianceBern 2000 Retirement Strat R -0.51 21.45 6.45 37.70 -1.00 ---
Principal LifeTime 2010 R2 -0.30 21.43 6.70 38.40 -4.38 0.74
Oppenheimer Transition 2010 N -0.68 21.43 5.94 47.18 --- ---
MFS Lifetime 2010 R3 0.09 21.41 5.33 28.91 3.89 ---
MFS Lifetime 2010 A Load Waived 0.09 21.38 5.33 28.97 3.91 ---
MFS Lifetime 2010 A 0.09 21.38 5.33 28.97 3.91 ---
Columbia Retirement 2010 A -0.58 21.34 6.30 40.79 -0.97 ---
JPMorgan SmartRetirement 2010 R2 0.22 21.33 5.92 35.16 --- ---
Allianz Glbl Inv Solutions Ret Inc Ins 0.97 21.32 5.94 --- --- ---
Principal LifeTime 2010 R1 -0.30 21.23 6.57 38.24 -4.51 0.61
MFS Lifetime 2010 R2 0.09 21.19 5.27 28.65 3.65 ---
Allianz Glbl Inv Solutions Ret Inc P 0.97 21.19 5.88 --- --- ---
American Funds Trgt Date Ret 2010 R1 0.46 21.14 7.13 38.29 --- ---
Allianz Glbl Inv Solutions Ret Inc Adm 0.91 21.06 5.89 --- --- ---
JPMorgan SmartRetirement 2010 C 0.15 21.05 5.82 34.80 -0.07 ---
Columbia Retirement 2010 R -0.68 20.99 6.10 40.31 -1.24 ---
American Funds Trgt Date Ret 2010 R2 0.35 20.98 7.05 38.07 --- ---
Allianz Glbl Inv Solutions Ret Inc A LW 0.91 20.96 5.83 --- --- ---
Allianz Glbl Inv Solutions Ret Inc A 0.91 20.96 5.83 --- --- ---
Allianz Glbl Inv Solutions Ret Inc D 0.91 20.86 5.83 --- --- ---
Oppenheimer Transition 2010 C -0.83 20.81 5.73 46.35 --- ---
AllianceBern 2000 Retirement Strat C -0.61 20.77 6.24 37.02 -1.48 ---
MainStay Retirement 2010 I 0.00 20.74 6.07 35.95 --- ---
Allianz Glbl Inv Solutions Ret Inc R 0.85 20.66 5.70 --- --- ---
AllianceBern 2000 Retirement Strat B -0.61 20.65 6.24 36.88 -1.51 ---
MFS Lifetime 2010 R1 0.00 20.62 5.12 27.88 3.15 ---
MFS Lifetime 2010 B 0.00 20.62 5.09 28.07 3.22 ---
Oppenheimer Transition 2010 B -0.83 20.60 5.73 46.06 --- ---
MFS Lifetime 2010 C 0.00 20.60 5.12 28.00 3.18 ---
GuideStone Funds MyDestination 2005 GS4 0.23 20.59 6.21 37.12 --- ---
Columbia Retirement 2005 Z -0.39 20.59 6.00 37.28 -0.13 ---
Columbia Retirement 2010 C -0.68 20.49 6.01 39.76 -1.73 ---
MainStay Retirement 2010 A Load Waived -0.11 20.44 6.00 35.58 --- ---
MainStay Retirement 2010 A -0.11 20.44 6.00 35.58 --- ---
MainStay Retirement 2010 Inv -0.11 20.36 5.98 35.44 --- ---
Columbia Retirement 2005 A -0.39 20.35 5.90 36.95 -0.39 ---
Allianz Glbl Inv Solutions Ret Inc C 0.85 20.12 5.61 --- --- ---
Columbia Retirement 2005 R -0.39 19.98 5.91 36.61 -0.65 ---
MainStay Retirement 2010 R3 -0.21 19.97 5.88 35.01 --- ---
Columbia Retirement 2005 C -0.39 19.62 5.82 36.06 -1.12 ---
RiverSource Retirement Plus 2010 R5 0.00 18.42 6.62 33.06 --- ---
Vanguard Target Retirement 2010 0.19 18.29 5.95 34.65 0.78 ---
TIAA-CREF Lifecycle 2010 Instl -0.33 18.16 5.44 34.66 --- ---
RiverSource Retirement Plus 2010 Y 0.00 18.09 6.58 32.83 -2.32 ---
RiverSource Retirement Plus 2010 R4 -0.12 18.07 6.43 32.69 --- ---
TIAA-CREF Lifecycle 2010 Retire -0.29 18.03 5.48 34.40 -0.30 2.73
RiverSource Retirement Plus 2010 R3 -0.12 17.85 6.51 32.37 --- ---
State Farm LifePath 2010 Inst 0.08 17.56 5.49 32.34 0.70 3.69
State Farm LifePath 2010 R3 -0.05 17.45 5.46 32.28 0.63 3.59
Manning & Napier Target 2010 I -0.51 17.29 5.02 29.61 --- ---
State Farm LifePath 2010 A Load Waived -0.01 17.24 5.40 32.02 0.50 ---
State Farm LifePath 2010 A -0.01 17.24 5.40 32.02 0.50 ---
State Farm LifePath 2010 Legacy A LW -0.05 17.19 5.39 31.18 -0.97 2.03
State Farm LifePath 2010 Legacy A -0.05 17.19 5.39 31.97 0.45 3.40
State Farm LifePath 2010 R2 0.02 17.15 5.37 31.94 0.36 3.31
Manning & Napier Target 2010 K -0.51 17.08 4.93 29.36 --- ---
Vantagepoint Milestone 2010 0.41 17.05 4.54 28.64 1.32 ---
State Farm LifePath 2010 R1 -0.03 16.83 5.24 31.58 0.12 3.07
Manning & Napier Target 2010 R -0.61 16.75 4.95 29.05 --- ---
State Farm LifePath 2010 Legacy B -0.12 16.74 5.25 31.49 0.06 3.03
State Farm LifePath 2010 B -0.09 16.56 5.19 31.19 -0.21 ---
Manning & Napier Target 2010 C -0.61 16.43 4.86 28.64 --- ---
AIM Balanced-Risk 2010 Institutional -0.66 16.02 4.42 24.96 --- ---
AIM Balanced-Risk 2010 Y -0.78 15.91 4.31 24.83 --- ---
AIM Balanced-Risk 2010 A Load Waived -0.67 15.80 4.32 24.48 --- ---
AIM Balanced-Risk 2010 A -0.67 15.80 4.32 24.48 --- ---
Vanguard Target Retirement 2005 0.45 15.69 5.16 28.78 2.05 3.78
Nationwide Destination 2010 Instl -0.12 15.58 5.65 31.99 --- ---
Nationwide Destination 2010 Instl Svc -0.23 15.47 5.67 31.89 --- ---
AIM Balanced-Risk 2010 R -0.78 15.41 4.21 24.29 --- ---
Fidelity Freedom 2000 0.26 15.40 4.44 22.75 1.70 3.29
Nationwide Destination 2010 A LW -0.23 15.27 5.53 31.47 --- ---
Nationwide Destination 2010 A -0.23 15.27 5.53 31.47 --- ---
AIM Balanced-Risk 2010 B -0.78 15.06 4.11 23.62 --- ---
AIM Balanced-Risk 2010 C -0.78 14.92 4.11 23.62 --- ---
Schwab Target 2010 0.00 14.91 5.20 29.72 -2.44 ---
Nationwide Destination 2010 R2 -0.23 14.91 5.49 31.20 --- ---
Nationwide Destination 2010 R1 -0.23 14.77 5.41 30.96 --- ---
Nationwide Destination 2010 C -0.23 14.64 5.43 30.71 --- ---
Wells Fargo Advantage DJ Target 2010 I 0.16 13.10 4.30 24.10 2.92 4.23
Wells Fargo Advantage DJ Target 2010 Adm 0.08 12.92 4.25 23.82 2.69 4.00
Wells Fargo Advantage DJ Target 2010 Inv 0.08 12.82 4.24 23.71 --- ---
Wells Fargo Advantage DJ Target 2010 A 0.08 12.60 4.12 23.47 2.40 3.70
Wells Fargo Advantage DJ Target 201 A LW 0.08 12.60 4.12 23.47 2.40 3.70
Wells Fargo Advantage DJ Target 2010 B 0.00 11.82 3.90 22.52 1.62 2.92
Wells Fargo Advantage DJ Target 2010 C 0.00 11.81 3.89 22.54 1.61 2.92
American Indep NestEgg 2010 I -0.05 7.73 4.25 15.46 1.19 3.00
American Indep NestEgg 2010 A LW -0.09 7.30 4.13 14.93 0.72 2.50
American Indep NestEgg 2010 A -0.09 7.30 4.13 14.93 0.72 2.50
American Indep NestEgg 2010 C -0.11 6.88 3.96 14.36 0.13 ---
DWS Target 2010 0.13 1.94 1.03 5.58 1.55 2.31
TIAA-CREF Lifecycle 2010 Premier -0.22 --- --- --- --- ---
MainStay Retirement 2010 R2 -0.11 --- 6.00 --- --- ---
Harbor Target Retirement Income Inv 0.63 --- 4.32 --- --- ---
Harbor Target Retirement Income Instl 0.54 --- 4.22 --- --- ---
Harbor Target Retirement Income Adm 0.63 --- 4.32 --- --- ---
Harbor Target Retirement 2010 Inv 0.26 --- 5.05 --- --- ---
Harbor Target Retirement 2010 Instl 0.26 --- 5.05 --- --- ---
Harbor Target Retirement 2010 Adm 0.26 --- 5.05 --- --- ---
Fidelity Freedom K 2010 -0.43 --- 6.18 --- --- ---
Fidelity Freedom K 2005 -0.35 --- 5.93 --- --- ---
Fidelity Freedom K 2000 0.27 --- 4.48 --- --- ---
American Funds Trgt Date Ret 2010 R6 0.57 --- 7.34 --- --- ---
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