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Data through 11/20/2009. Our favorite Target Date 2026-2030 funds
Fund Category : Target Date 2026-2030 : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2026-2030 -0.91 26.24 7.49 50.39 -4.44 1.46
T. Rowe Price Retirement 2030 -0.53 34.41 8.62 61.72 -3.01 3.22
T. Rowe Price Retirement 2030 Adv -0.53 34.23 8.52 61.41 -3.24 3.00
T. Rowe Price Retirement 2030 R -0.54 33.91 8.42 61.04 -3.50 2.73
Oppenheimer Transition 2030 Y -1.26 32.83 7.39 63.71 --- ---
JHancock2 Lifecycle 2030 R5 -1.42 32.38 8.59 61.72 -3.88 ---
JHancock2 Lifecycle 2030 1 -1.54 32.22 8.60 61.69 -3.88 ---
Oppenheimer Transition 2030 A LW -1.27 32.14 7.32 62.48 --- ---
Oppenheimer Transition 2030 A -1.27 32.14 7.32 62.48 --- ---
JHancock2 Lifecycle 2030 R4 -1.54 32.01 8.60 61.41 -4.16 ---
JHancock2 Lifecycle 2030 A Load Waived -1.53 31.96 8.59 61.11 -4.22 ---
JHancock2 Lifecycle 2030 A -1.53 31.96 8.59 61.11 -4.22 ---
Oppenheimer Transition 2030 N -1.40 31.86 7.20 62.07 --- ---
JHancock2 Lifecycle 2030 R3 -1.54 31.70 8.34 60.62 -4.44 ---
JHancock2 Lifecycle 2030 R1 -1.54 31.70 8.49 60.69 -4.49 ---
Oppenheimer Transition 2030 C -1.29 31.39 7.13 61.41 --- ---
Oppenheimer Transition 2030 B -1.29 31.39 7.13 61.34 --- ---
Putnam Retirement Ready 2030 Y -0.54 30.71 8.23 54.00 -4.59 1.67
Putnam Retirement Ready 2030 A LW -0.54 30.43 8.19 53.61 -4.82 1.42
Putnam Retirement Ready 2030 A -0.54 30.43 8.19 53.61 -4.82 1.42
MassMutual Select Dest Retire 2030 Y -1.29 29.78 8.24 58.02 -4.75 0.97
MassMutual Select Dest Retire 2030 S -1.29 29.74 8.23 58.02 -4.73 1.02
MFS Lifetime 2030 I -1.20 29.71 8.48 56.03 -3.71 ---
MFS Lifetime 2030 R4 -1.20 29.57 8.49 56.12 -3.75 ---
MassMutual Select Dest Retire 2030 L -1.29 29.54 8.23 57.91 -4.84 0.88
AllianceBern 2030 Retirement Strat I -1.85 29.50 9.09 58.47 -5.69 ---
AllianceBern 2030 Retirement StrAdv -1.96 29.45 9.08 58.37 -5.70 ---
JPMorgan SmartRetirement 2030 Instl -0.38 29.42 8.62 56.93 -2.16 ---
MFS Lifetime 2030 A Load Waived -1.20 29.33 8.52 55.69 -4.01 ---
MFS Lifetime 2030 A -1.20 29.33 8.52 55.69 -4.01 ---
AllianceBern 2030 Retirement Strat A LW -1.86 29.29 9.14 58.06 -5.96 ---
AllianceBern 2030 Retirement Strat A -1.86 29.29 9.14 58.06 -5.96 ---
MassMutual Select Dest Retire 2030 A LW -1.30 29.26 8.16 57.48 -5.08 0.61
MassMutual Select Dest Retire 2030 A -1.30 29.26 8.16 57.48 -5.08 0.61
AllianceBern 2030 Retirement Strat K -1.97 29.25 8.99 58.09 -5.95 ---
MFS Lifetime 2030 R3 -1.20 29.23 8.41 55.81 -4.02 ---
JPMorgan SmartRetirement 2030 Select -0.39 29.21 8.51 56.66 -2.30 ---
USAA Target Retirement 2030 0.30 29.17 8.57 50.04 --- ---
MFS Lifetime 2030 R2 -1.21 29.06 8.33 55.44 -4.22 ---
JPMorgan SmartRetirement 2030 A LW -0.39 28.96 8.49 56.29 -2.56 ---
JPMorgan SmartRetirement 2030 A -0.39 28.96 8.49 56.29 -2.56 ---
MassMutual Select Dest Retire 2030 N -1.42 28.90 8.03 57.06 -5.39 0.30
AllianceBern 2030 Retirement Strat R -1.98 28.86 8.90 57.80 -6.20 ---
JPMorgan SmartRetirement 2030 R2 -0.39 28.73 8.50 56.01 --- ---
Fidelity Advisor Freedom 2030 I -1.19 28.52 7.55 51.68 -4.31 1.75
MFS Lifetime 2030 C -1.33 28.49 8.24 54.60 -4.67 ---
AllianceBern 2030 Retirement Strat B -1.89 28.49 8.87 57.03 -6.61 ---
American Funds Trgt Date Ret 2030 R5 0.00 28.46 8.66 51.80 --- ---
MFS Lifetime 2030 R1 -1.22 28.45 8.23 54.74 -4.70 ---
MFS Lifetime 2030 B -1.22 28.45 8.23 54.60 -4.65 ---
JPMorgan SmartRetirement 2030 C -0.39 28.44 8.39 55.57 -3.02 ---
Fidelity Advisor Freedom 2030 A LW -1.19 28.31 7.48 51.39 -4.53 1.50
Fidelity Advisor Freedom 2030 A -1.19 28.31 7.48 51.39 -4.53 1.50
AllianceBern 2030 Retirement Strat C -1.89 28.30 8.87 57.03 -6.63 ---
American Funds Trgt Date Ret 2030 R4 0.00 28.25 8.57 51.22 --- ---
American Funds Trgt Date Ret 2030 A LW -0.12 28.25 8.57 51.30 --- ---
American Funds Trgt Date Ret 2030 A -0.12 28.25 8.57 51.30 --- ---
Allianz Glbl Inv Solutions 2030 Inst 0.10 28.24 8.08 --- --- ---
Allianz Glbl Inv Solutions 2030 P 0.10 28.11 8.03 --- --- ---
Fidelity Advisor Freedom 2030 T -1.20 28.08 7.40 51.06 -4.77 1.25
Allianz Glbl Inv Solutions 2030 Adm 0.05 27.91 7.98 --- --- ---
American Funds Trgt Date Ret 2030 R3 -0.12 27.88 8.48 50.71 --- ---
Allianz Glbl Inv Solutions 2030 D 0.10 27.78 7.99 --- --- ---
AIM Balanced-Risk 2030 Y -2.30 27.65 6.04 49.95 --- ---
AIM Balanced-Risk 2030 Institutional -2.29 27.60 6.03 50.10 --- ---
Allianz Glbl Inv Solutions 2030 R 0.05 27.58 7.95 --- --- ---
Allianz Glbl Inv Solutions 2030 A LW 0.10 27.51 8.07 --- --- ---
Allianz Glbl Inv Solutions 2030 A 0.10 27.51 8.07 --- --- ---
Fidelity Advisor Freedom 2030 C -1.30 27.43 7.24 50.19 -5.25 0.74
American Funds Trgt Date Ret 2030 R1 0.00 27.42 8.52 50.38 --- ---
American Funds Trgt Date Ret 2030 R2 -0.12 27.36 8.41 50.22 --- ---
Fidelity Freedom 2030 -1.04 27.35 7.65 50.99 -3.74 2.28
Fidelity Advisor Freedom 2030 B -1.20 27.35 7.23 50.17 -5.25 0.75
AIM Balanced-Risk 2030 A Load Waived -2.30 27.33 5.91 49.76 --- ---
AIM Balanced-Risk 2030 A -2.30 27.33 5.91 49.76 --- ---
AIM Balanced-Risk 2030 R -2.43 27.10 5.80 49.23 --- ---
Russell LifePoints 2030 Strategy S -0.78 26.98 8.23 55.61 -5.15 ---
Russell LifePoints 2030 Strategy R1 -0.78 26.98 8.23 55.61 -5.16 ---
Allianz Glbl Inv Solutions 2030 C 0.00 26.98 7.74 --- --- ---
Russell LifePoints 2030 Strategy A LW -0.77 26.76 8.24 55.39 -5.21 ---
Russell LifePoints 2030 Strategy A -0.77 26.76 8.24 55.39 -5.21 ---
Russell LifePoints 2030 Strategy E -0.78 26.73 8.14 55.26 -5.36 ---
PIMCO RealRetirement 2030 Instl 0.26 26.73 6.04 42.37 --- ---
Russell LifePoints 2030 Strategy R2 -0.89 26.61 8.04 55.17 -5.41 ---
Van Kampen 2030 Retirement Strategy I -1.46 26.53 7.21 54.16 --- ---
Goldman Sachs Retirement Str 2030 IR -1.81 26.48 7.28 52.97 --- ---
AIM Balanced-Risk 2030 C -2.33 26.47 5.84 48.58 --- ---
AIM Balanced-Risk 2030 B -2.44 26.47 5.70 48.58 --- ---
Goldman Sachs Retirement Str 2030 Instl -1.80 26.43 7.27 53.21 --- ---
Russell LifePoints 2030 Strategy R3 -0.89 26.42 8.08 54.86 -5.62 ---
PIMCO RealRetirement 2030 Adm 0.13 26.36 5.84 41.85 --- ---
DWS LifeCompass 2030 S -0.83 26.28 8.24 51.09 -5.41 1.37
Hartford Target Retirement 2030 Y -0.85 26.19 7.20 50.33 -2.06 ---
Goldman Sachs Retirement Str 2030 A LW -1.67 26.12 7.31 52.89 --- ---
Goldman Sachs Retirement Str 2030 A -1.67 26.12 7.31 52.89 --- ---
Hartford Target Retirement 2030 R5 -0.97 26.08 7.22 50.26 --- ---
DWS LifeCompass 2030 A Load Waived -0.94 25.98 8.12 50.84 -5.68 1.13
DWS LifeCompass 2030 A -0.94 25.98 8.12 50.84 -5.68 1.13
Van Kampen 2030 Retirement Strategy R -1.47 25.97 7.08 53.32 --- ---
Manning & Napier Target 2030 I -1.39 25.97 6.59 46.40 --- ---
Hartford Target Retirement 2030 R4 -0.97 25.97 7.10 49.87 --- ---
Hartford Target Retirement 2030 A LW -0.97 25.93 7.09 49.77 -2.70 ---
Hartford Target Retirement 2030 A -0.97 25.93 7.09 49.77 -2.38 ---
Goldman Sachs Retirement Str 2030 R -1.67 25.85 7.29 52.29 --- ---
Van Kampen 2030 Retirement Strategy A LW -1.47 25.84 7.08 53.32 --- ---
Van Kampen 2030 Retirement Strategy A -1.47 25.84 7.08 53.32 --- ---
PIMCO RealRetirement 2030 D 0.13 25.79 5.81 41.39 --- ---
PIMCO RealRetirement 2030 A Load Waived 0.13 25.77 5.81 41.31 --- ---
PIMCO RealRetirement 2030 A 0.13 25.77 5.81 41.31 --- ---
PIMCO RealRetirement 2030 R 0.13 25.73 5.85 41.14 --- ---
MainStay Retirement 2030 I -0.72 25.72 7.50 47.63 --- ---
Manning & Napier Target 2030 K -1.51 25.65 6.51 45.67 --- ---
Hartford Target Retirement 2030 R3 -0.98 25.62 7.15 49.60 --- ---
Manning & Napier Target 2030 R -1.40 25.55 6.53 45.58 --- ---
BlackRock Lifecycle Prepared 2030 Instl -0.81 25.47 7.62 50.97 --- ---
Van Kampen 2030 Retirement Strategy C -1.56 25.40 6.85 52.47 --- ---
MainStay Retirement 2030 A Load Waived -0.72 25.38 7.42 47.12 --- ---
MainStay Retirement 2030 A -0.72 25.38 7.42 47.12 --- ---
MainStay Retirement 2030 Inv -0.72 25.30 7.40 47.19 --- ---
PIMCO RealRetirement 2030 C 0.13 25.20 5.68 40.50 --- ---
DWS LifeCompass 2030 B -0.95 25.19 8.02 49.73 -6.34 0.45
Principal LifeTime 2030 Instl -0.78 25.12 7.74 49.16 -4.79 1.93
Legg Mason Target Retirement 2030 I -0.99 25.10 7.87 51.65 --- ---
DWS LifeCompass 2030 C -0.95 25.04 7.89 49.54 -6.36 0.37
Manning & Napier Target 2030 C -1.41 25.03 6.44 45.04 --- ---
Principal LifeTime 2030 R5 -0.78 25.00 7.75 48.79 -5.01 1.68
MainStay Retirement 2030 R3 -0.72 24.96 7.41 46.72 --- ---
Wells Fargo Advantage DJ Target 2030 I -1.33 24.93 6.45 48.80 -1.86 2.79
Principal LifeTime 2030 R4 -0.77 24.82 7.69 48.55 -5.13 1.54
BlackRock Lifecycle Prepared 2030 Inv A -0.81 24.78 7.40 50.05 --- ---
BlackRock Lifecycle Prepared 2030 I A LW -0.81 24.78 7.40 50.05 --- ---
Principal LifeTime 2030 J -0.78 24.75 7.65 48.41 -5.25 1.37
Principal LifeTime 2030 A Load Waived -0.88 24.75 7.61 48.55 -5.18 ---
Principal LifeTime 2030 A -0.88 24.75 7.61 48.55 -5.18 ---
Legg Mason Target Retirement 2030 FI -0.99 24.72 7.78 51.27 --- ---
Legg Mason Target Retirement 2030 A LW -0.99 24.72 7.78 51.04 --- ---
Legg Mason Target Retirement 2030 A -0.99 24.72 7.78 51.04 --- ---
Wells Fargo Advantage DJ Target 2030 Adm -1.41 24.65 6.31 48.37 -2.09 2.56
Vantagepoint Milestone 2030 -0.43 24.56 6.91 48.25 -2.91 ---
BlackRock Lifecycle Prepared 2030 R -0.93 24.56 7.30 49.80 --- ---
Wells Fargo Advantage DJ Target 2030 Inv -1.33 24.54 6.39 48.38 --- ---
Principal LifeTime 2030 R3 -0.88 24.51 7.55 48.31 -5.31 1.35
Legg Mason Target Retirement 2030 IS 4.30 24.48 22.24 16.56 --- ---
Legg Mason Target Retirement 2030 R -1.00 24.46 7.68 50.83 --- ---
Wells Fargo Advantage DJ Target 2030 A -1.35 24.35 6.31 47.98 -2.37 2.26
Wells Fargo Advantage DJ Target 203 A LW -1.35 24.35 6.31 47.98 -2.37 2.26
Principal LifeTime 2030 R2 -0.89 24.32 7.47 47.92 -5.49 1.16
Principal LifeTime 2030 R1 -0.79 24.29 7.58 47.87 -5.59 1.06
TIAA-CREF Lifecycle 2030 Instl -0.87 24.19 7.23 49.29 --- ---
Vanguard Target Retirement 2030 -0.46 24.07 7.59 48.78 -2.99 ---
Legg Mason Target Retirement 2030 C -1.00 23.95 7.60 50.19 --- ---
Principal LifeTime 2030 B -0.87 23.91 7.47 47.40 -5.81 ---
Barclays Global Investors LP 2030 S -0.68 23.89 7.32 48.70 --- ---
TIAA-CREF Lifecycle 2030 Retirement -0.94 23.88 7.15 49.12 -4.51 0.93
Columbia Retirement 2030 Z -1.04 23.83 6.97 47.85 -3.11 ---
Nationwide Destination 2030 Instl -1.10 23.76 7.05 48.05 --- ---
Schwab Target 2030 -0.69 23.65 7.11 43.98 -2.51 ---
Wells Fargo Advantage DJ Target 2030 B -1.37 23.59 6.15 46.90 -3.10 1.51
Columbia Retirement 2030 A -1.04 23.57 6.87 47.48 -3.35 ---
Wells Fargo Advantage DJ Target 2030 C -1.45 23.50 6.15 46.92 -3.11 1.51
Barclays Global Investors LP 2030 I -0.75 23.47 7.22 48.16 -3.84 2.34
State Farm LifePath 2030 R3 -0.75 23.38 7.16 48.11 -4.02 2.11
Nationwide Destination 2030 Instl Svc -1.22 23.28 7.00 47.63 --- ---
Barclays Global Investors LP 2030 R -0.77 23.24 7.23 47.81 -4.08 2.10
State Farm LifePath 2030 Inst -0.83 23.23 7.15 47.70 -4.04 2.18
Nationwide Destination 2030 A LW -1.22 23.15 6.95 47.42 --- ---
Nationwide Destination 2030 A -1.22 23.15 6.95 47.42 --- ---
Columbia Retirement 2030 R -1.04 23.15 6.88 46.89 -3.62 ---
State Farm LifePath 2030 A Load Waived -0.75 23.09 7.18 47.46 -4.24 ---
State Farm LifePath 2030 A -0.75 23.09 7.18 47.46 -4.24 ---
State Farm LifePath 2030 Legacy A LW -0.83 23.01 7.10 47.39 -4.25 1.90
State Farm LifePath 2030 Legacy A -0.83 23.01 7.10 47.39 -4.25 1.90
Nationwide Destination 2030 R2 -1.22 22.94 6.91 47.13 --- ---
State Farm LifePath 2030 R2 -0.75 22.91 7.10 47.36 -4.36 1.79
Nationwide Destination 2030 R1 -1.22 22.81 6.85 47.05 --- ---
State Farm LifePath 2030 R1 -0.75 22.67 7.14 46.95 -4.54 1.60
Nationwide Destination 2030 C -1.22 22.66 6.77 46.87 --- ---
Columbia Retirement 2030 C -1.15 22.60 6.67 46.30 -4.10 ---
State Farm LifePath 2030 Legacy B -0.84 22.57 7.05 46.90 -4.62 1.51
State Farm LifePath 2030 B -0.84 22.19 6.96 46.36 -4.88 ---
American Century LIVESTRONG 2030 Instl -0.11 20.91 6.99 40.26 --- ---
American Century LIVESTRONG 2030 Inv -0.11 20.61 6.86 39.93 --- ---
American Century LIVESTRONG 2030 Adv -0.23 20.36 6.76 39.47 --- ---
American Century LIVESTRONG 2030 R -0.12 20.22 6.77 39.33 --- ---
Russell 2027 Extended Distribution S 0.61 20.07 5.08 26.57 --- ---
Russell 2027 Extended Distribution A LW 0.54 19.85 5.20 26.92 --- ---
Russell 2027 Extended Distribution A 0.54 19.85 5.20 26.92 --- ---
RiverSource Retirement Plus 2030 R5 -0.51 18.78 7.31 39.53 --- ---
RiverSource Retirement Plus 2030 Y -0.51 18.60 7.31 39.48 -5.86 ---
RiverSource Retirement Plus 2030 R4 -0.51 18.47 7.18 39.31 --- ---
RiverSource Retirement Plus 2030 R3 -0.51 18.26 7.32 39.22 --- ---
American Indep NestEgg 2030 I -0.72 17.43 6.48 33.72 -4.02 1.00
American Indep NestEgg 2030 A LW -0.73 16.98 6.27 33.18 -4.48 0.48
American Indep NestEgg 2030 A -0.73 16.98 6.27 33.18 -4.48 0.48
American Indep NestEgg 2030 C -0.86 16.38 6.08 32.35 -5.06 ---
TIAA-CREF Lifecycle 2030 Premier -0.99 --- --- --- --- ---
MainStay Retirement 2030 R2 -0.72 --- 7.43 --- --- ---
Harbor Target Retirement 2030 Inv -0.24 --- 7.59 --- --- ---
Harbor Target Retirement 2030 Instl -0.32 --- 7.59 --- --- ---
Harbor Target Retirement 2030 Adm -0.24 --- 7.59 --- --- ---
Fidelity Freedom K 2030 -1.07 --- 7.62 --- --- ---
American Funds Trgt Date Ret 2030 R6 0.00 --- 8.70 --- --- ---
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