Top 25 Target-Date 2000-2014 Funds Back to Top 25 Lists
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Top 25 funds are ranked by 3 year performance as of 2009-11-20
Fund Name Ticker
Symbol
Category Star
Rating
Load Minimum
Investment
1yr
Rtn
3yr
Rtn
5yr
Rtn
*10yr
Rtn
MFS Lifetime 2010 I MFSIX TA --- 0 29.26 4.23 --- ---
MFS Lifetime 2010 R4 MFSPX TA --- 0 29.29 4.19 --- ---
MFS Lifetime 2010 A MFSAX TA 5.75 1000 28.97 3.91 --- ---
MFS Lifetime 2010 A Load Waived MFSAX.LW TA --- 1000 28.97 3.91 --- ---
MFS Lifetime 2010 R3 MFSOX TA --- 0 28.91 3.89 --- ---
MFS Lifetime 2010 R2 MFSNX TA --- 0 28.65 3.65 --- ---
MFS Lifetime 2010 B MFSBX TA --- 1000 28.07 3.22 --- ---
MFS Lifetime 2010 C MFSDX TA --- 1000 28.00 3.18 --- ---
MFS Lifetime 2010 R1 MFSEX TA --- 0 27.88 3.15 --- ---
Wells Fargo Advantage DJ Target 2010 I WFOAX TA --- 5000000 24.10 2.92 4.23 ---
Wells Fargo Advantage DJ Target 2010 Adm WFLGX TA --- 1000000 23.82 2.69 4.00 ---
Wells Fargo Advantage DJ Target 2010 A STNRX TA 5.75 1000 23.47 2.40 3.70 2.95
Wells Fargo Advantage DJ Target 201 A LW STNRX.LW TA --- 1000 23.47 2.40 3.70 2.95
Vanguard Target Retirement 2005 VTOVX TA --- 3000 28.78 2.05 3.78 ---
Fidelity Freedom 2000 FFFBX TA --- 2500 22.75 1.70 3.29 3.44
Wells Fargo Advantage DJ Target 2010 B SPTBX TA --- 1000 22.52 1.62 2.92 2.27
Wells Fargo Advantage DJ Target 2010 C WFOCX TA --- 1000 22.54 1.61 2.92 2.27
DWS Target 2010 KRFAX TA 5.00 0 5.58 1.55 2.31 3.49
Vantagepoint Milestone 2010 VPRQX TA --- 0 28.64 1.32 --- ---
American Indep NestEgg 2010 I NECSX TA --- 3000000 15.46 1.19 3.00 3.61
T. Rowe Price Retirement 2005 TRRFX TA --- 2500 37.71 1.15 4.35 ---
Russell LifePoints 2010 Strategy S RJLSX TA --- 0 35.11 1.10 --- ---
Russell LifePoints 2010 Strategy R1 RJLRX TA --- 0 35.15 1.07 --- ---
JPMorgan SmartRetirement 2010 Instl JSWIX TA --- 3000000 36.01 0.85 --- ---
Russell LifePoints 2010 Strategy A RJLAX TA 5.75 0 34.74 0.80 --- ---
*10 year return calculated as of 2009-10-31