| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Madison Target Retirement 2020 R6 (MTWRX) | 2.83% | 7.09% | 9.3% | 7.78% | $61.2 | 0.55% |
| JPMorgan SmartRetirement 2020 A (JTTAX) | 2.66% | 6.69% | 11.4% | 9.45% | $4,962.7 | 0.86% |
| American Century One Choice 2020 R6 (ARBDX) | 2.64% | 7.10% | N/A | N/A | $55.8 | 0.53% |
| Principal LifeTime Hybrid 2020 Instl (PHTTX) | 2.55% | N/A | N/A | N/A | $0.010 | 0.46% |
| Schwab Target 2020 (SWCRX) | 2.54% | 5.77% | 11.5% | 9.50% | $507.1 | 0.65% |
| American Century One Choice 2020 A (ARBMX) | 2.36% | 6.35% | 9.9% | 8.64% | $1,478.5 | 1.04% |
| Great-West SecureFoundation LT 2020 G (MXSMX) | 2.35% | 5.75% | 10.4% | N/A | $27.3 | 0.65% |
| JPMorgan SmartRetirement Blend 2020 R5 (JBSRX) | 2.28% | 6.29% | N/A | N/A | $126.9 | 0.50% |
| Voya Solution 2020 Port I (ISNBX) | 2.27% | 6.49% | 10.8% | N/A | $0.6 | 0.76% |
| Vanguard Target Retirement 2020 Inv (VTWNX) | 2.25% | 7.11% | 11.7% | 9.67% | $28,524.6 | 0.16% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2020 A (AGLAX) | -1.04% | 1.71% | 5.3% | 5.65% | $63.8 | 0.99% |
| Manning & Napier Target 2020 I (MTNIX) | 0.04% | 4.25% | 10.5% | 8.56% | $191.6 | 0.86% |
| AllianceBern 2020 Retirement Strat A (LTHAX) | 0.26% | 3.23% | 9.9% | 7.51% | $180.9 | 1.02% |
| USAA Target Retirement 2020 (URTNX) | 0.51% | 3.45% | 7.9% | 7.43% | $650.3 | 0.74% |
| Harbor Target Retirement 2020 Instl (HARJX) | 0.52% | 2.97% | 8.0% | 7.24% | $30.3 | 0.68% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2025 A (JNSAX) | 3.09% | 7.15% | 13.2% | 10.26% | $4,082.4 | 0.89% |
| Great-West Lifetime 2025 III T (MXELX) | 2.94% | 6.82% | 13.4% | 10.22% | $63.6 | 0.95% |
| Principal LifeTime Hybrid 2025 Instl (PHTQX) | 2.88% | N/A | N/A | N/A | $0.010 | 0.47% |
| Schwab Target 2025 (SWHRX) | 2.82% | 6.16% | 12.9% | 10.39% | $359.4 | 0.71% |
| American Century One Choice 2025 R6 (ARWDX) | 2.78% | 7.42% | N/A | N/A | $57.0 | 0.56% |
| Putnam RetirementReady 2025 A (PRROX) | 2.58% | 7.04% | 11.1% | 8.38% | $52.8 | 0.98% |
| American Century One Choice 2025 A (ARWAX) | 2.50% | 6.60% | 10.7% | 9.11% | $2,326.6 | 1.07% |
| JPMorgan SmartRetirement Blend 2025 R5 (JBBSX) | 2.47% | 6.72% | N/A | N/A | $100.2 | 0.50% |
| Great-West Lifetime 2025 II T (MXCLX) | 2.40% | 6.25% | 11.5% | 9.22% | $1,616.4 | 0.92% |
| Great-West SecureFoundation LT 2025 G (MXSNX) | 2.40% | 5.70% | 11.3% | 8.52% | $71.1 | 0.67% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2025 A (GVSAX) | -1.10% | 1.68% | 5.7% | N/A | $65.9 | 1.01% |
| Manning & Napier Target 2025 I (MTOAX) | 0.18% | 5.16% | N/A | N/A | $25.8 | 0.87% |
| AllianceBern 2025 Retirement Strat A (LTIAX) | 0.34% | 3.31% | 11.0% | 7.92% | $187.9 | 1.04% |
| Harbor Target Retirement 2025 Instl (HARMX) | 0.40% | 2.71% | 8.8% | 7.58% | $11.0 | 0.69% |
| PIMCO RealPath 2025 A (PENZX) | 0.45% | 4.10% | 5.8% | N/A | $95.1 | 1.15% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Citi Market Pilot 2030 I (CFTYX) | 3.63% | N/A | N/A | N/A | $5.4 | 1.10% |
| JPMorgan SmartRetirement 2030 A (JSMAX) | 3.34% | 7.43% | 14.5% | 10.85% | $4,816.4 | 0.91% |
| Madison Target Retirement 2030 R6 (MTIRX) | 3.28% | 8.03% | 11.8% | 9.16% | $83.3 | 0.55% |
| Principal LifeTime Hybrid 2030 Instl (PHTNX) | 3.15% | N/A | N/A | N/A | $0.010 | 0.48% |
| American Century One Choice 2030 R6 (ARCUX) | 3.10% | 7.74% | N/A | N/A | $53.7 | 0.57% |
| Schwab Target 2030 (SWDRX) | 3.02% | 6.32% | 14.1% | 10.97% | $736.4 | 0.74% |
| Putnam RetirementReady 2030 A (PRRQX) | 2.90% | 7.66% | 13.0% | 9.48% | $60.4 | 1.02% |
| American Century One Choice 2030 A (ARCMX) | 2.83% | 6.96% | 11.6% | 9.66% | $1,461.4 | 1.09% |
| Voya Solution 2030 Port I (ISNGX) | 2.76% | 7.16% | 13.4% | N/A | $0.2 | 0.83% |
| PNC Target 2030 I (PDTEX) | 2.70% | 6.74% | N/A | N/A | $2.2 | 0.83% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2030 A (ABLAX) | -1.28% | 1.38% | 6.8% | 6.29% | $64.3 | 1.03% |
| Manning & Napier Target 2030 I (MTPIX) | 0.38% | 5.31% | 13.2% | 10.02% | $212.5 | 0.86% |
| PIMCO RealPath 2030 A (PEHAX) | 0.39% | 3.91% | 6.5% | 5.74% | $133.4 | 1.17% |
| Harbor Target Retirement 2030 Instl (HARPX) | 0.44% | 2.40% | 10.0% | 8.17% | $25.0 | 0.72% |
| AllianceBern 2030 Retirement Strat A (LTJAX) | 0.65% | 3.57% | 12.2% | 8.31% | $155.6 | 1.06% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2035 A (SRJAX) | 3.57% | 7.57% | 15.6% | 11.34% | $3,105.1 | 0.93% |
| Principal LifeTime Hybrid 2035 Instl (PHTJX) | 3.32% | N/A | N/A | N/A | $0.010 | 0.49% |
| American Century One Choice 2035 R6 (ARLDX) | 3.27% | 7.99% | N/A | N/A | $50.0 | 0.60% |
| Schwab Target 2035 (SWIRX) | 3.20% | 6.49% | 15.2% | 11.57% | $291.6 | 0.78% |
| Great-West Lifetime 2035 III T (MXKLX) | 3.11% | 6.61% | 15.2% | 11.14% | $50.7 | 0.99% |
| Putnam RetirementReady 2035 A (PRRWX) | 3.10% | 8.07% | 14.6% | 10.44% | $42.3 | 1.06% |
| American Century One Choice 2035 A (ARYAX) | 3.10% | 7.36% | 12.7% | 10.31% | $1,826.0 | 1.12% |
| Great-West Lifetime 2035 II T (MXILX) | 2.79% | 6.31% | 14.1% | 10.53% | $1,291.6 | 0.97% |
| JPMorgan SmartRetirement Blend 2035 R5 (JPBRX) | 2.67% | 6.89% | N/A | N/A | $72.6 | 0.50% |
| Vantagepoint Milestone 2035 Inv M (VPRLX) | 2.45% | 5.24% | 14.6% | 10.98% | $371.6 | 0.88% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2035 A (GVRAX) | -1.21% | 1.27% | 7.8% | N/A | $52.4 | 1.06% |
| GuideStone Funds MyDestination 2035 Inv (GMHZX) | 0.19% | 2.70% | 13.2% | 10.29% | $358.7 | 1.34% |
| Manning & Napier Target 2035 I (MTQIX) | 0.53% | 5.56% | N/A | N/A | $20.5 | 0.87% |
| Harbor Target Retirement 2035 Instl (HARUX) | 0.64% | 2.45% | 11.4% | 8.82% | $7.9 | 0.74% |
| PIMCO RealPath 2035 A (PIVAX) | 0.67% | 4.23% | 7.7% | N/A | $92.8 | 1.18% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Citi Market Pilot 2040 I (CFTWX) | 3.63% | N/A | N/A | N/A | $5.4 | 1.10% |
| JPMorgan SmartRetirement 2040 A (SMTAX) | 3.57% | 7.63% | 15.9% | 11.53% | $3,400.5 | 0.94% |
| American Century One Choice 2040 R6 (ARDUX) | 3.50% | 8.50% | N/A | N/A | $38.8 | 0.63% |
| Madison Target Retirement 2040 R6 (MFRRX) | 3.48% | 8.25% | 13.0% | 9.78% | $58.7 | 0.55% |
| Principal LifeTime Hybrid 2040 Instl (PLTQX) | 3.41% | N/A | N/A | N/A | $0.010 | 0.50% |
| Schwab Target 2040 (SWERX) | 3.33% | 6.58% | 16.0% | 11.99% | $780.0 | 0.80% |
| American Century One Choice 2040 A (ARDMX) | 3.33% | 7.76% | 13.7% | 10.89% | $1,090.9 | 1.15% |
| Putnam RetirementReady 2040 A (PRRZX) | 3.30% | 8.54% | 15.8% | 11.17% | $39.4 | 1.13% |
| PNC Target 2040 I (PDTGX) | 3.28% | 7.58% | N/A | N/A | $1.3 | 0.87% |
| JPMorgan SmartRetirement Blend 2040 R5 (JOBBX) | 2.77% | 6.95% | N/A | N/A | $70.1 | 0.50% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2040 A (AVSAX) | -1.17% | 1.22% | 8.5% | 7.06% | $42.5 | 1.09% |
| Manning & Napier Target 2040 I (MTTIX) | 0.55% | 5.63% | 15.2% | 10.22% | $135.6 | 0.87% |
| Presidential Managed Risk 2040 A (PZDAX) | 0.60% | 2.28% | 8.5% | N/A | $8.9 | 1.05% |
| PIMCO RealPath 2040 A (POFAX) | 0.77% | 3.96% | 8.0% | 6.88% | $112.7 | 1.20% |
| Harbor Target Retirement 2040 Instl (HARYX) | 0.91% | 2.72% | 12.8% | 9.39% | $18.9 | 0.76% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| American Century One Choice 2045 R6 (ARDOX) | 3.62% | 8.91% | N/A | N/A | $32.4 | 0.66% |
| JPMorgan SmartRetirement 2045 A (JSAAX) | 3.56% | 7.55% | 16.0% | 11.48% | $1,791.1 | 0.94% |
| Principal LifeTime Hybrid 2045 Instl (PHTYX) | 3.49% | N/A | N/A | N/A | $0.010 | 0.50% |
| American Century One Choice 2045 A (AROAX) | 3.47% | 8.19% | 14.4% | 11.30% | $1,307.0 | 1.19% |
| Putnam RetirementReady 2045 A (PRVLX) | 3.42% | 8.84% | 16.4% | 11.51% | $23.3 | 1.19% |
| Schwab Target 2045 (SWMRX) | 3.34% | 6.53% | N/A | N/A | $44.9 | 0.75% |
| JPMorgan SmartRetirement Blend 2045 R5 (JMBRX) | 2.68% | 6.92% | N/A | N/A | $35.0 | 0.50% |
| Great-West Lifetime 2045 III T1 (MXRLX) | 2.65% | 5.76% | 15.1% | 10.84% | $25.5 | 1.10% |
| Great-West Lifetime 2045 II T (MXOLX) | 2.65% | 5.90% | 14.7% | 10.75% | $654.0 | 0.99% |
| Voya Solution 2045 Port I (ISRIX) | 2.58% | 6.34% | 15.1% | 10.83% | $731.3 | 0.89% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2045 A (GBVAX) | -1.09% | 1.27% | 9.1% | N/A | $26.3 | 1.10% |
| GuideStone Funds MyDestination 2045 Inv (GMFZX) | 0.11% | 2.23% | 13.7% | 10.62% | $253.4 | 1.39% |
| PIMCO RealPath 2045 A (PFZAX) | 0.60% | 3.85% | N/A | N/A | $61.7 | 1.20% |
| Manning & Napier Target 2045 I (MTUIX) | 0.85% | 6.04% | N/A | N/A | $8.5 | 0.88% |
| Harbor Target Retirement 2045 Instl (HACCX) | 0.98% | 2.63% | 14.0% | 9.87% | $4.4 | 0.78% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| American Century One Choice 2050 R6 (ARFEX) | 3.75% | 8.94% | N/A | N/A | $22.5 | 0.68% |
| Madison Target Retirement 2050 R6 (MFTRX) | 3.60% | 8.47% | 14.3% | N/A | $22.3 | 0.55% |
| JPMorgan SmartRetirement 2050 A (JTSAX) | 3.59% | 7.55% | 15.9% | 11.55% | $1,413.9 | 0.94% |
| Putnam RetirementReady 2050 A | 3.57% | 9.09% | 16.9% | 11.77% | $16.9 | 1.24% |
| American Century One Choice 2050 A (ARFMX) | 3.54% | 8.24% | 14.7% | 11.49% | $614.1 | 1.20% |
| Principal LifeTime Hybrid 2050 Instl (PHTUX) | 3.48% | N/A | N/A | N/A | $0.010 | 0.51% |
| Schwab Target 2050 (SWNRX) | 3.41% | 6.66% | N/A | N/A | $36.2 | 0.76% |
| PNC Target 2050 I (PDTIX) | 3.39% | 7.47% | N/A | N/A | $1.4 | 0.87% |
| Invesco Balanced-Risk Retire 2050 A (TNEAX) | 2.91% | 8.30% | 7.0% | 8.83% | $48.7 | 1.36% |
| MainStay Retirement 2050 A (MSRLX) | 2.83% | 5.81% | 15.5% | 11.08% | $78.0 | 1.08% |
| Bottom 5 | ||||||
| AllianzGI Retirement 2050 A (ASNAX) | -1.25% | 1.09% | 9.3% | 7.61% | $21.0 | 1.10% |
| Presidential Managed Risk 2050 A (PZEAX) | 0.06% | 1.46% | 8.9% | N/A | $5.1 | 1.04% |
| Manning & Napier Target 2050 I (MTYIX) | 0.80% | 5.94% | 15.8% | 10.57% | $67.4 | 0.87% |
| PIMCO RealPath 2050 A (PFYAX) | 0.86% | 4.29% | 8.5% | 7.01% | $92.0 | 1.20% |
| AllianceBern 2050 Retirement Strat A (LTQAX) | 1.18% | 3.93% | 14.1% | 8.91% | $21.4 | 1.06% |
As of Dec. 31. N/A = Not available (fund has been in operation for less than the year indicated). Rankings are based on unrounded numbers. *Net prospectus. Source: Morningstar, Inc.
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