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Data through 11/20/2009. Our favorite Target Date 2050+ funds
Fund Category : Target Date 2050+ : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2050+ -1.21 28.85 8.18 57.08 -6.22 1.18
Oppenheimer Transition 2050 Y -1.20 38.36 8.26 71.06 --- ---
Oppenheimer Transition 2050 A LW -1.20 38.13 8.12 70.62 --- ---
Oppenheimer Transition 2050 A -1.20 38.13 8.12 70.62 --- ---
Oppenheimer Transition 2050 N -1.20 37.73 7.98 70.21 --- ---
Oppenheimer Transition 2050 B -1.33 37.02 7.92 69.21 --- ---
Oppenheimer Transition 2050 C -1.33 36.96 7.91 69.35 --- ---
PIMCO RealRetirement 2050 Instl 0.26 36.32 8.98 62.53 --- ---
PIMCO RealRetirement 2050 Adm 0.26 35.96 8.85 62.00 --- ---
PIMCO RealRetirement 2050 D 0.26 35.68 8.89 61.57 --- ---
PIMCO RealRetirement 2050 A Load Waived 0.26 35.50 8.90 61.68 --- ---
PIMCO RealRetirement 2050 A 0.26 35.50 8.90 61.68 --- ---
PIMCO RealRetirement 2050 R 0.26 35.26 8.74 61.25 --- ---
T. Rowe Price Retirement 2055 -0.48 35.24 8.79 64.04 --- ---
T. Rowe Price Retirement 2050 -0.59 35.16 8.69 63.87 --- ---
T. Rowe Price Retirement 2055 Adv -0.48 34.97 8.83 63.51 --- ---
T. Rowe Price Retirement 2050 Adv -0.48 34.95 8.74 63.46 --- ---
T. Rowe Price Retirement 2055 R -0.60 34.75 8.68 63.33 --- ---
T. Rowe Price Retirement 2050 R -0.48 34.74 8.78 63.31 --- ---
PIMCO RealRetirement 2050 C 0.13 34.56 8.64 60.16 --- ---
Van Kampen 2050 Retirement Strategy I -1.59 33.99 8.69 66.75 --- ---
Van Kampen 2050 Retirement Strategy C -1.74 33.76 8.37 66.14 --- ---
Van Kampen 2050 Retirement Strategy A LW -1.59 33.73 8.54 66.26 --- ---
Van Kampen 2050 Retirement Strategy A -1.59 33.73 8.54 66.26 --- ---
Van Kampen 2050 Retirement Strategy R -1.60 33.43 8.56 65.89 --- ---
Allianz Glbl Inv Solutions 2050 Inst -0.35 32.37 9.79 --- --- ---
Allianz Glbl Inv Solutions 2050 P -0.40 32.23 9.74 --- --- ---
Allianz Glbl Inv Solutions 2050 Adm -0.40 32.04 9.69 --- --- ---
Allianz Glbl Inv Solutions 2050 D -0.40 31.91 9.64 --- --- ---
Allianz Glbl Inv Solutions 2050 A LW -0.40 31.77 9.65 --- --- ---
Allianz Glbl Inv Solutions 2050 A -0.40 31.77 9.65 --- --- ---
Allianz Glbl Inv Solutions 2050 R -0.40 31.71 9.60 --- --- ---
Allianz Glbl Inv Solutions 2050 C -0.45 31.11 9.47 --- --- ---
AllianceBern 2050 Retirement StrAdv -1.93 30.76 9.03 60.90 --- ---
MassMutual Select Dest Retire 2050 Y -1.31 30.62 8.63 61.10 --- ---
MassMutual Select Dest Retire 2050 S -1.44 30.62 8.48 61.13 --- ---
AllianceBern 2050 Retirement Strat I -2.06 30.53 9.03 60.84 --- ---
MassMutual Select Dest Retire 2050 A LW -1.31 30.50 8.50 61.03 --- ---
MassMutual Select Dest Retire 2050 A -1.31 30.50 8.50 61.03 --- ---
MassMutual Select Dest Retire 2050 L -1.44 30.45 8.49 61.07 --- ---
AllianceBern 2050 Retirement Strat K -1.94 30.41 9.05 60.31 --- ---
AllianceBern 2050 Retirement Strat A LW -1.94 30.29 9.08 60.28 --- ---
AllianceBern 2050 Retirement Strat A -1.94 30.29 9.08 60.28 --- ---
Fidelity Advisor Freedom 2050 I -1.44 30.23 7.85 57.06 -5.54 ---
JPMorgan SmartRetirement 2050 Instl -0.48 30.13 8.85 58.81 --- ---
AllianceBern 2050 Retirement Strat R -1.94 30.07 8.92 59.89 --- ---
JPMorgan SmartRetirement 2050 Select -0.48 29.91 8.82 58.48 --- ---
Fidelity Advisor Freedom 2050 T -1.45 29.78 7.92 56.34 -5.99 ---
Fidelity Advisor Freedom 2050 A LW -1.56 29.74 8.04 56.48 -5.79 ---
Fidelity Advisor Freedom 2050 A -1.56 29.74 8.04 56.48 -5.79 ---
JPMorgan SmartRetirement 2050 A LW -0.48 29.69 8.82 58.22 --- ---
JPMorgan SmartRetirement 2050 A -0.48 29.69 8.82 58.22 --- ---
MassMutual Select Dest Retire 2050 N -1.57 29.66 8.20 59.89 --- ---
AllianceBern 2050 Retirement Strat C -1.96 29.53 8.85 59.34 --- ---
JPMorgan SmartRetirement 2050 R2 -0.48 29.44 8.73 57.83 --- ---
AllianceBern 2050 Retirement Strat B -2.09 29.36 8.71 59.12 --- ---
Fidelity Advisor Freedom 2050 C -1.57 29.21 7.81 55.83 -6.39 ---
JPMorgan SmartRetirement 2050 C -0.56 29.13 8.58 57.31 --- ---
Manning & Napier Target 2050 I -1.07 29.07 8.16 57.80 --- ---
Fidelity Advisor Freedom 2050 B -1.57 29.05 7.97 55.29 -6.47 ---
American Funds Trgt Date Ret 2050 R5 -0.12 29.03 8.85 52.80 --- ---
Wells Fargo Advantage DJ Target 2050 I -1.85 29.02 7.14 58.03 --- ---
AIM Independence 2050 Institutional -3.57 28.79 5.73 57.81 --- ---
AIM Balanced-Risk 2050 Y -3.57 28.79 5.73 57.86 --- ---
Fidelity Freedom 2050 -1.31 28.78 8.07 55.83 -5.08 ---
American Funds Trgt Date Ret 2050 A LW 0.00 28.77 8.74 52.49 --- ---
American Funds Trgt Date Ret 2050 A 0.00 28.77 8.74 52.49 --- ---
Hartford Target Retirement 2050 R5 -1.30 28.75 7.88 57.10 --- ---
Manning & Napier Target 2050 K -1.07 28.73 8.08 57.21 --- ---
Wells Fargo Advantage DJ Target 2050 Adm -1.85 28.65 7.09 57.75 --- ---
Hartford Target Retirement 2050 R4 -1.30 28.65 7.89 56.96 --- ---
American Funds Trgt Date Ret 2050 R4 -0.12 28.61 8.75 52.27 --- ---
AllianceBern 2055 Retirement Strat I -1.87 28.60 8.92 58.75 --- ---
Wells Fargo Advantage DJ Target 2050 Inv -1.97 28.57 7.06 57.57 --- ---
Manning & Napier Target 2050 R -1.08 28.49 8.11 56.97 --- ---
AIM Balanced-Risk 2050 A Load Waived -3.58 28.45 5.60 57.65 --- ---
AIM Balanced-Risk 2050 A -3.58 28.45 5.60 57.65 --- ---
AIM Balanced-Risk 2050 R -3.59 28.38 5.63 57.01 --- ---
Hartford Target Retirement 2050 R3 -1.30 28.33 7.82 56.50 --- ---
AllianceBern 2055 Retirement StrAdv -1.99 28.30 8.84 58.32 --- ---
USAA Target Retirement 2050 -0.66 28.29 9.67 59.64 --- ---
AllianceBern 2055 Retirement Strat K -2.01 28.25 8.78 58.15 --- ---
American Funds Trgt Date Ret 2050 R3 -0.12 28.24 8.67 51.81 --- ---
AllianceBern 2055 Retirement Strat A LW -2.00 28.05 8.73 57.80 --- ---
AllianceBern 2055 Retirement Strat A -2.00 28.05 8.73 57.80 --- ---
Manning & Napier Target 2050 C -1.08 27.91 7.93 56.13 --- ---
AllianceBern 2055 Retirement Strat R -2.02 27.82 8.68 57.56 --- ---
American Funds Trgt Date Ret 2050 R1 -0.12 27.72 8.59 51.35 --- ---
American Funds Trgt Date Ret 2050 R2 -0.12 27.68 8.58 51.29 --- ---
AIM Balanced-Risk 2050 B -3.75 27.57 5.37 56.03 --- ---
AIM Balanced-Risk 2050 C -3.74 27.52 5.37 56.23 --- ---
AllianceBern 2055 Retirement Strat B -2.03 27.42 8.53 57.00 --- ---
Barclays Global Investors LP 2050 S -1.28 27.41 8.56 60.34 --- ---
AllianceBern 2055 Retirement Strat C -2.03 27.24 8.55 56.79 --- ---
Goldman Sachs Retirement Str 2050 IR -1.87 27.19 7.73 57.02 --- ---
Goldman Sachs Retirement Str 2050 Instl -1.87 27.14 7.72 57.24 --- ---
Russell LifePoints 2050 Strategy R1 -0.83 27.11 8.25 54.34 --- ---
Barclays Global Investors LP 2050 I -1.34 26.98 8.44 59.90 --- ---
Russell LifePoints 2050 Strategy R2 -0.83 26.91 8.18 53.86 --- ---
MainStay Retirement 2050 I -1.01 26.82 7.83 51.49 --- ---
Barclays Global Investors LP 2050 R -1.28 26.77 8.42 59.52 --- ---
Goldman Sachs Retirement Str 2050 A LW -2.02 26.63 7.42 56.68 --- ---
Goldman Sachs Retirement Str 2050 A -2.02 26.63 7.42 56.68 --- ---
MainStay Retirement 2050 A Load Waived -1.01 26.58 7.72 51.26 --- ---
MainStay Retirement 2050 A -1.01 26.58 7.72 51.26 --- ---
Goldman Sachs Retirement Str 2050 R -2.01 26.58 7.41 56.07 --- ---
Russell LifePoints 2050 Strategy R3 -0.83 26.50 8.10 53.48 --- ---
Nationwide Destination 2050 Instl -1.56 26.48 7.61 56.00 --- ---
Nationwide Destination 2050 Instl Svc -1.56 26.36 7.57 55.73 --- ---
MainStay Retirement 2050 Inv -0.89 26.33 7.86 51.13 --- ---
MainStay Retirement 2050 R3 -0.89 26.21 7.88 50.86 --- ---
Nationwide Destination 2050 A LW -1.69 26.18 7.50 55.53 --- ---
Nationwide Destination 2050 A -1.69 26.18 7.50 55.53 --- ---
Legg Mason Target Retirement 2050 I -1.22 26.12 7.97 55.66 --- ---
Nationwide Destination 2050 R2 -1.57 25.85 7.49 54.79 --- ---
Legg Mason Target Retirement 2050 FI -1.12 25.85 7.99 55.17 --- ---
Legg Mason Target Retirement 2050 A LW -1.22 25.85 7.99 55.17 --- ---
Legg Mason Target Retirement 2050 A -1.22 25.85 7.99 55.17 --- ---
Principal LifeTime 2055 Instl -1.08 25.84 8.09 53.18 --- ---
Principal LifeTime 2050 Instl -1.11 25.77 8.08 52.78 -5.66 1.69
Nationwide Destination 2050 R1 -1.69 25.65 7.32 54.55 --- ---
Legg Mason Target Retirement 2050 R -1.22 25.59 7.89 54.96 --- ---
Principal LifeTime 2050 R5 -1.22 25.55 7.87 52.33 -5.91 1.43
Principal LifeTime 2050 A Load Waived -1.21 25.48 7.93 52.27 -6.00 ---
Principal LifeTime 2050 A -1.21 25.48 7.93 52.27 -6.00 ---
Principal LifeTime 2055 R4 -1.08 25.46 8.15 52.82 --- ---
Principal LifeTime 2055 R5 -1.08 25.42 8.14 53.00 --- ---
Vanguard Target Retirement 2050 -0.63 25.30 7.95 51.53 -3.51 ---
Nationwide Destination 2050 C -1.69 25.30 7.25 54.20 --- ---
Principal LifeTime 2050 R4 -1.22 25.29 7.89 52.10 -6.03 1.32
Principal LifeTime 2055 R3 -1.09 25.19 8.04 52.54 --- ---
TIAA-CREF Lifecycle 2050 Instl -0.95 25.17 7.66 52.70 --- ---
Principal LifeTime 2050 J -1.24 25.10 7.89 51.59 -6.31 0.94
Principal LifeTime 2050 R3 -1.22 25.06 7.80 51.78 -6.21 1.12
Legg Mason Target Retirement 2050 C -1.23 25.05 7.80 54.05 --- ---
Principal LifeTime 2050 R2 -1.23 24.97 7.81 51.47 -6.38 0.93
Principal LifeTime 2055 R2 -1.09 24.92 8.07 52.27 --- ---
TIAA-CREF Lifecycle 2050 Retire -1.09 24.87 7.53 52.50 --- ---
Principal LifeTime 2055 R1 -1.21 24.81 7.95 51.90 --- ---
Principal LifeTime 2050 R1 -1.23 24.77 7.80 51.37 -6.51 0.79
BlackRock Lifecycle Prepared 2050 Instl -1.11 24.77 7.95 52.28 --- ---
Principal LifeTime 2050 B -1.32 24.52 7.66 51.05 -6.76 ---
BlackRock Lifecycle Prepared 2050 Inv A -1.00 24.38 7.86 51.72 --- ---
BlackRock Lifecycle Prepared 2050 I A LW -1.00 24.38 7.86 51.72 --- ---
BlackRock Lifecycle Prepared 2050 R -1.12 23.91 7.74 51.12 --- ---
American Century LIVESTRONG 2050 Instl -0.24 23.83 8.17 48.11 --- ---
Legg Mason Target Retirement 2050 IS 4.59 23.80 19.63 7.48 --- ---
American Century LIVESTRONG 2050 Inv -0.24 23.53 8.05 47.84 --- ---
American Century LIVESTRONG 2050 Adv -0.37 23.23 7.93 47.27 --- ---
American Century LIVESTRONG 2050 R -0.24 23.08 7.94 47.14 --- ---
MainStay Retirement 2050 R2 -0.89 --- 7.87 --- --- ---
Harbor Target Retirement 2050 Inv -0.87 --- 8.70 --- --- ---
Harbor Target Retirement 2050 Instl -0.87 --- 8.62 --- --- ---
Harbor Target Retirement 2050 Adm -0.87 --- 8.70 --- --- ---
Fidelity Freedom K 2050 -1.29 --- 8.25 --- --- ---
American Funds Trgt Date Ret 2050 R6 -0.12 --- 8.74 --- --- ---
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