Top 25 Target-Date 2000-2014 Funds Back to Top 25 Lists
Back to Mutual Fund Center
Top 25 funds are ranked by 3 year performance as of 2009-11-06
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 21.23 4.17 --- ---
MFS Lifetime 2010 R4 MFSPX TA --- 0 21.25 4.13 --- ---
MFS Lifetime 2010 R3 MFSOX TA --- 0 20.86 3.86 --- ---
MFS Lifetime 2010 A MFSAX TA 5.75 1000 20.92 3.85 --- ---
MFS Lifetime 2010 A Load Waived MFSAX.LW TA --- 1000 20.92 3.85 --- ---
MFS Lifetime 2010 R2 MFSNX TA --- 0 20.57 3.59 --- ---
MFS Lifetime 2010 B MFSBX TA --- 1000 20.10 3.19 --- ---
MFS Lifetime 2010 C MFSDX TA --- 1000 20.02 3.15 --- ---
MFS Lifetime 2010 R1 MFSEX TA --- 0 20.02 3.12 --- ---
Wells Fargo Advantage DJ Target 2010 I WFOAX TA --- 5000000 18.38 2.84 4.07 ---
Wells Fargo Advantage DJ Target 2010 Adm WFLGX TA --- 1000000 18.11 2.61 3.85 ---
Wells Fargo Advantage DJ Target 2010 A STNRX TA 5.75 1000 17.73 2.29 3.53 2.95
Wells Fargo Advantage DJ Target 201 A LW STNRX.LW TA --- 1000 17.73 2.29 3.53 2.95
Vanguard Target Retirement 2005 VTOVX TA --- 3000 18.32 1.94 3.59 ---
DWS Target 2010 KRFAX TA 5.00 0 2.93 1.72 2.26 3.49
Fidelity Freedom 2000 FFFBX TA --- 2500 14.34 1.66 3.15 3.44
Wells Fargo Advantage DJ Target 2010 B SPTBX TA --- 1000 16.83 1.54 2.77 2.27
Wells Fargo Advantage DJ Target 2010 C WFOCX TA --- 1000 16.90 1.53 2.76 2.27
Vantagepoint Milestone 2010 VPRQX TA --- 0 18.70 1.28 --- ---
American Indep NestEgg 2010 I NECSX TA --- 3000000 12.05 1.26 2.88 3.61
T. Rowe Price Retirement 2005 TRRFX TA --- 2500 23.51 1.11 4.21 ---
Russell LifePoints 2010 Strategy S RJLSX TA --- 0 21.41 1.03 --- ---
Russell LifePoints 2010 Strategy R1 RJLRX TA --- 0 21.43 1.02 --- ---
Barclays Global Investors LP 2010 I STLBX TA --- 1000000 20.54 0.80 3.69 3.19
American Indep NestEgg 2010 A LW NECPX.LW TA --- 1000 11.39 0.79 2.40 ---
*10 year return calculated as of 2009-10-31