| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Franklin LifeSmart 2015 Retire Target A (FTRAX) | 0.08% | 1.11% | 7.53% | 8.00% | $82.7 | 0.98% |
| AB 2015 Retirement Strategy A (LTEAX) | 0.00% | -0.33% | 8.58% | 8.63% | $100.1 | 0.98% |
| Fidelity Freedom 2015 (FFVFX) | -0.02% | 3.00% | 8.20% | 8.76% | $5,934.4 | 0.63% |
| T. Rowe Price Retirement 2015 (TRRGX) | -0.07% | 1.86% | 9.81% | 10.52% | $10,152.6 | 0.63% |
| TIAA-CREF Lifecycle 2015 Retire (TCLIX) | -0.08% | 2.71% | 9.14% | 9.84% | $1,779.8 | 0.65% |
| Fidelity Advisor Freedom 2015 A (FFVAX) | -0.09% | 2.18% | 7.73% | 8.44% | $1,610.0 | 0.89% |
| Strategic Advisers Multi-Manager 2015 (FEJPX) | -0.12% | 2.33% | N/A | N/A | $2.1 | 0.86% |
| T. Rowe Price Target Retire 2015 Advisor (PAHRX) | -0.18% | 0.93% | N/A | N/A | $110.8 | 0.87% |
| JHancock Retire Living through 2015 A (JLBAX) | -0.19% | 0.88% | 8.43% | 9.25% | $600.5 | 1.05% |
| Harbor Target Retirement 2015 Institutional (HARGX) | -0.27% | 0.85% | 6.15% | 7.27% | $9.7 | 0.65% |
| Bottom 5 | ||||||
| Wells Fargo Advantage DJ Target 2015 Inv (WFQEX) | -1.43% | -1.47% | 3.71% | 5.32% | $823.6 | 0.89% |
| ClearTrack 2015 R1 (TCFTX) | -1.40% | 0.00% | N/A | N/A | $3.2 | 1.20% |
| JHancock Retire Living thru II 2015 R2 (JRLJX) | -1.23% | 0.95% | N/A | N/A | $17.9 | 1.00% |
| Great-West Lifetime 2015 II T (MXLVX) | -1.22% | 1.21% | 7.27% | 8.44% | $999.3 | 0.87% |
| Great-West Lifetime 2015 III T (MXLYX) | -1.19% | 1.45% | 8.54% | 9.55% | $50.1 | 0.87% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2020 Retirement Strategy A (LTHAX) | 0.17% | -0.07% | 9.57% | 9.28% | $180.3 | 1.02% |
| Fidelity Freedom 2020 (FFFDX) | 0.16% | 3.31% | 8.97% | 9.61% | $12,738.2 | 0.66% |
| TIAA-CREF Lifecycle 2020 Retire (TCLTX) | 0.08% | 3.06% | 10.31% | 10.80% | $2,816.2 | 0.66% |
| T. Rowe Price Retirement 2020 (TRRBX) | 0.05% | 2.45% | 11.20% | 11.67% | $25,591.5 | 0.67% |
| Franklin LifeSmart 2020 Retire Target A (FLRMX) | 0.03% | 2.70% | N/A | N/A | $26.5 | 1.00% |
| Fidelity Advisor Freedom 2020 A (FDAFX) | 0.01% | 2.31% | 8.45% | 9.28% | $3,087.7 | 0.91% |
| Strategic Advisers Multi-Manager 2020 (FEKPX) | 0.01% | 2.51% | N/A | N/A | $4.4 | 0.88% |
| T. Rowe Price Target Retire 2020 Advisor (PAIRX) | 0.00% | 1.37% | N/A | N/A | $137.3 | 0.90% |
| Harbor Target Retirement 2020 Institutional (HARJX) | 0.00% | 1.27% | 7.09% | 8.04% | $28.6 | 0.68% |
| JHancock Retire Living through 2020 A (JLDAX) | -0.09% | 1.27% | 9.74% | 10.24% | $1,213.5 | 1.06% |
| Bottom 5 | ||||||
| Invesco Balanced-Risk Retire 2020 A (AFTAX) | -2.36% | -0.52% | 4.05% | 7.19% | $110.2 | 0.98% |
| PIMCO RealPath Blend 2020 A (PBZAX) | -2.09% | 0.00% | N/A | N/A | $3.0 | 0.87% |
| PIMCO RealPath 2020 A (PTYAX) | -1.58% | -0.17% | 3.60% | 4.83% | $94.4 | 1.09% |
| Wells Fargo Advantage DJ Target 2020 A (STTRX) | -1.32% | -0.95% | 5.45% | 6.69% | $2,767.3 | 0.81% |
| JPMorgan SmartRetirement Blend 2020 R5 (JBSRX) | -1.12% | 1.89% | N/A | N/A | $147.4 | 0.50% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2025 Retirement Strategy A (LTIAX) | 0.33% | 0.35% | 10.76% | 10.07% | $185.2 | 1.04% |
| Fidelity Freedom 2025 (FFTWX) | 0.27% | 3.59% | 10.51% | 10.74% | $9,087.8 | 0.70% |
| Fidelity Advisor Freedom 2025 A (FATWX) | 0.24% | 2.64% | 9.99% | 10.43% | $3,177.5 | 0.95% |
| Harbor Target Retirement 2025 Inst (HARMX) | 0.24% | 1.28% | 7.93% | 8.70% | $11.5 | 0.70% |
| Franklin LifeSmart 2025 Retire Target A (FTRTX) | 0.19% | 3.29% | 11.29% | 10.29% | $127.7 | 1.01% |
| TIAA-CREF Lifecycle 2025 Retirement (TCLFX) | 0.15% | 3.27% | 11.47% | 11.70% | $2,867.2 | 0.68% |
| Strategic Advisers Multi-Manager 2025 (FEDPX) | 0.14% | 2.74% | N/A | N/A | $1.3 | 0.95% |
| T. Rowe Price Retirement 2025 (TRRHX) | 0.12% | 2.98% | 12.47% | 12.61% | $18,263.6 | 0.70% |
| JHancock Retire Living through 2025 A (JLEAX) | 0.09% | 1.80% | 11.12% | 11.28% | $1,499.8 | 1.07% |
| T. Rowe Price Target Retire 2025 Advisor (PAJRX) | 0.00% | 1.89% | N/A | N/A | $107.1 | 0.93% |
| Bottom 5 | ||||||
| Pimco RealPath Blend 2025 A (PPZAX) | -2.08% | 0.00% | N/A | N/A | $3.1 | 0.83% |
| Pimco RealPath 2025 A (PENZX) | -1.55% | -0.31% | 4.46% | N/A | $81.7 | 1.12% |
| ClearTrack 2025 R1 (TDITX) | -1.40% | 0.00% | N/A | N/A | $3.1 | 1.20% |
| Great-West Lifetime 2025 I T (MXALX) | -1.19% | 1.09% | 7.86% | 8.83% | $277.1 | 0.89% |
| Wells Fargo Advantage DJ Target 2025 Inv (WFGYX) | -1.14% | -0.35% | 7.29% | 8.28% | $2,416.3 | 0.91% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 (FFFEX) | 0.65% | 4.10% | 11.32% | 11.34% | $10,889.1 | 0.74% |
| Fidelity Advisor Freedom 2030 A (FAFEX) | 0.59% | 3.04% | 10.72% | 11.01% | $3,127.4 | 0.99% |
| AB 2030 Retirement Strategy A (LTJAX) | 0.56% | 1.05% | 11.99% | 10.84% | $154.7 | 1.06% |
| Harbor Target Retirement 2030 Institutional (HARPX) | 0.53% | 1.24% | 9.17% | 9.71% | $26.3 | 0.72% |
| American Funds 2030 Target Date Retire A (AAETX) | 0.46% | 3.43% | 13.94% | 13.36% | $5,397.7 | 0.75% |
| TIAA-CREF Lifecycle 2030 Retirement (TCLNX) | 0.38% | 3.58% | 12.59% | 12.60% | $2,776.8 | 0.69% |
| Strategic Advisers Multi-Manager 2030 (FECPX) | 0.32% | 3.07% | N/A | N/A | $1.5 | 1.00% |
| MainStay Retirement 2030 A (MRTTX) | 0.27% | 3.93% | 12.35% | 12.11% | $238.0 | 1.10% |
| Franklin LifeSmart 2030 Retire Target A (FLRSX) | 0.26% | 4.43% | N/A | N/A | $26.5 | 1.02% |
| JHancock Retire Living through 2030 A (JLFAX) | 0.26% | 2.13% | 12.13% | 12.00% | $1,322.6 | 1.10% |
| Bottom 5 | ||||||
| Invesco Balanced-Risk Retire 2030 A (TNAAX) | -3.08% | -0.55% | 4.81% | 7.80% | $118.9 | 1.14% |
| Pimco RealPath Blend 2030 A (PBPAX) | -1.99% | 0.00% | N/A | N/A | $3.0 | 0.81% |
| Pimco RealPath 2030 A (PEHAX) | -1.54% | -0.59% | 5.40% | 5.84% | $118.1 | 1.15% |
| ClearTrack 2030 R1 (TDFTX) | -1.00% | 0.00% | N/A | N/A | $1.9 | 1.20% |
| JPMorgan SmartRetirement Blend 2030 R5 (JRBBX) | -0.93% | 2.26% | N/A | N/A | $142.2 | 0.50% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 (FFTHX) | 0.90% | 4.35% | 12.46% | 12.05% | $6,320.5 | 0.75% |
| AB 2035 Retirement Strategy A (LTKAX) | 0.78% | 1.65% | 12.90% | 11.40% | $124.9 | 1.06% |
| Fidelity Advisor Freedom 2035 A (FATHX) | 0.74% | 3.28% | 11.88% | 11.76% | $2,375.4 | 1.01% |
| American Funds 2035 Target Date Retire A (AAFTX) | 0.69% | 3.70% | 14.24% | 13.53% | $3,813.6 | 0.76% |
| Harbor Target Retirement 2035 Institutional (HARUX) | 0.58% | 1.47% | 10.53% | 10.72% | $9.5 | 0.73% |
| TIAA-CREF Lifecycle 2035 Retire (TCLRX) | 0.52% | 3.81% | 13.63% | 13.43% | $2,795.7 | 0.70% |
| Strategic Advisers Multi-Manager 2035 (FENPX) | 0.47% | 3.24% | N/A | N/A | $1.3 | 1.02% |
| JHancock Retire Living through 2035 A (JLHAX) | 0.42% | 2.34% | 12.79% | 12.46% | $1,105.3 | 1.09% |
| T. Rowe Price Retirement 2035 (TRRJX) | 0.35% | 3.77% | 14.32% | 14.04% | $13,499.4 | 0.75% |
| AB Multi-Manager Select 2035 A (TDMAX) | 0.29% | 0.00% | N/A | N/A | $4.8 | 1.10% |
| Bottom 5 | ||||||
| Pimco RealPath Blend 2035 A (PDGAX) | -1.71% | 0.00% | N/A | N/A | $3.1 | 0.78% |
| Pimco RealPath 2035 A (PIVAX) | -1.10% | 0.09% | 6.32% | N/A | $84.3 | 1.18% |
| Great-West Lifetime 2035 I T (MXGLX) | -0.94% | 1.56% | 10.59% | 10.93% | $228.9 | 0.94% |
| JPMorgan SmartRetirement Blend 2035 R5 (JPBRX) | -0.84% | 2.33% | N/A | N/A | $94.7 | 0.50% |
| ClearTrack 2035 R1 (TCETX) | -0.80% | 0.00% | N/A | N/A | $2.0 | 1.20% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2040 Retirement Strategy A (LTLAX) | 0.92% | 2.38% | 13.63% | 11.85% | $108.7 | 1.06% |
| Fidelity Freedom 2040 (FFFFX) | 0.86% | 4.30% | 12.57% | 12.18% | $6,901.8 | 0.75% |
| Fidelity Advisor Freedom 2040 A (FAFFX) | 0.76% | 3.18% | 11.96% | 11.89% | $2,226.9 | 1.01% |
| American Funds 2040 Target Date Retire A (AAGTX) | 0.76% | 3.70% | 14.46% | 13.66% | $3,418.4 | 0.76% |
| TIAA-CREF Lifecycle 2040 Retire (TCLOX) | 0.73% | 4.02% | 14.24% | 13.76% | $3,602.8 | 0.71% |
| Harbor Target Retirement 2040 Institutional (HARYX) | 0.65% | 2.09% | 12.03% | 11.72% | $20.4 | 0.75% |
| Strategic Advisers Multi-Manager 2040 (FEWPX) | 0.52% | 3.25% | N/A | N/A | $0.8 | 1.02% |
| KP Retirement Path 2040 Institutional (KPRFX) | 0.48% | 2.59% | N/A | N/A | $606.9 | 0.52% |
| MainStay Retirement 2040 A (MSRTX) | 0.45% | 4.35% | 13.57% | 13.01% | $181.4 | 1.11% |
| T. Rowe Price Retirement 2040 (TRRDX) | 0.44% | 4.04% | 14.80% | 14.32% | $17,184.0 | 0.76% |
| Bottom 5 | ||||||
| Invesco Balanced-Risk Retire 2040 A (TNDAX) | -3.58% | -0.72% | 5.13% | 8.00% | $80.8 | 1.24% |
| Pimco RealPath Blend 2040 A (PVPAX) | -1.58% | 0.00% | N/A | N/A | $3.1 | 0.75% |
| Pimco RealPath 2040 A (POFAX) | -1.07% | -0.06% | 6.64% | 7.25% | $92.5 | 1.18% |
| JPMorgan SmartRetirement Blend 2040 R5 (JOBBX) | -0.77% | 2.43% | N/A | N/A | $89.4 | 0.50% |
| JPMorgan SmartRetirement 2040 A (SMTAX) | -0.70% | 4.36% | 13.83% | 13.29% | $4,300.4 | 0.94% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2045 Retirement Strategy A (LTPAX) | 1.04% | 2.37% | 13.81% | 12.00% | $85.9 | 1.06% |
| Harbor Target Retirement 2045 Inst (HACCX) | 0.89% | 2.41% | 13.36% | 12.61% | $5.2 | 0.76% |
| Fidelity Freedom 2045 (FFFGX) | 0.87% | 4.41% | 12.86% | 12.36% | $3,029.8 | 0.75% |
| American Funds 2045 Target Date Retire A (AAHTX) | 0.83% | 3.90% | 14.51% | 13.70% | $2,064.1 | 0.76% |
| TIAA-CREF Lifecycle 2045 Institutional (TTFIX) | 0.81% | 4.35% | 14.51% | 14.02% | $1,355.7 | 0.46% |
| Fidelity Advisor Freedom 2045 A (FFFZX) | 0.74% | 3.27% | 12.25% | 12.10% | $1,201.9 | 1.01% |
| KP Retirement Path 2045 Institutional (KPRGX) | 0.58% | 2.74% | N/A | N/A | $403.4 | 0.52% |
| Strategic Advisers Multi-Manager 2045 (FEZPX) | 0.55% | 3.27% | N/A | N/A | $1.3 | 1.02% |
| AB Multi-Manager Select 2045 A (TDNAX) | 0.48% | 0.00% | N/A | N/A | $3.5 | 1.15% |
| JHancock Retire Living through 2045 A (JLJAX) | 0.43% | 2.30% | 12.85% | 12.51% | $819.8 | 1.10% |
| Bottom 5 | ||||||
| Pimco RealPath Blend 2045 A (PVQAX) | -1.40% | 0.00% | N/A | N/A | $3.1 | 0.73% |
| Pimco RealPath 2045 A (PFZAX) | -0.99% | -0.26% | 7.16% | N/A | $59.0 | 1.20% |
| JPMorgan SmartRetirement Blend 2045 R5 (JMBRX) | -0.83% | 2.44% | N/A | N/A | $49.6 | 0.50% |
| Great-West Lifetime 2045 I T (MXMLX) | -0.76% | 1.69% | 12.00% | 11.84% | $124.8 | 0.96% |
| BlackRock LifePath Index 2045 Institutional (LIHIX) | -0.74% | 2.50% | 12.41% | N/A | $277.9 | 0.19% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2050 Retirement Strategy A (LTQAX) | 1.07% | 2.30% | 13.93% | 12.08% | $23.4 | 1.06% |
| Harbor Target Retirement 2050 Institutional (HAFFX) | 1.03% | 3.01% | 14.53% | 13.28% | $21.1 | 0.78% |
| Fidelity Freedom 2050 (FFFHX) | 0.86% | 4.35% | 12.94% | 12.49% | $2,405.0 | 0.75% |
| American Funds 2050 Target Date Retire A (AALTX) | 0.85% | 3.94% | 14.52% | 13.70% | $1,725.9 | 0.77% |
| TIAA-CREF Lifecycle 2050 Institutional (TFTIX) | 0.81% | 4.33% | 14.53% | 14.05% | $793.4 | 0.46% |
| Fidelity Advisor Freedom 2050 A (FFFLX) | 0.80% | 3.23% | 12.40% | 12.27% | $879.6 | 1.01% |
| MainStay Retirement 2050 A (MSRLX) | 0.63% | 4.71% | 14.13% | 13.45% | $85.0 | 1.11% |
| KP Retirement Path 2050 Institutional (KPRHX) | 0.58% | 2.73% | N/A | N/A | $154.6 | 0.52% |
| JHancock Retire Living through 2050 1 (JLKOX) | 0.50% | 2.76% | 13.39% | N/A | $289.4 | 0.72% |
| Strategic Advisers Multi-Manager 2050 (FEYPX) | 0.48% | 3.21% | N/A | N/A | $1.3 | 1.02% |
| Bottom 5 | ||||||
| Invesco Balanced-Risk Retire 2050 A (TNEAX) | -4.08% | -0.85% | 5.49% | 8.22% | $37.0 | 1.35% |
| Pimco RealPath Blend 2050 A (PPQAX) | -1.26% | 0.00% | N/A | N/A | $3.1 | 0.71% |
| Pimco RealPath 2050 A (PFYAX) | -0.90% | 0.28% | 7.10% | 7.35% | $92.9 | 1.20% |
| JPMorgan SmartRetirement Blend 2050 R5 (JNABX) | -0.83% | 2.38% | N/A | N/A | $32.1 | 0.50% |
| BlackRock LifePath Index 2050 Institutional (LIPIX) | -0.73% | 2.57% | 13.04% | N/A | $293.9 | 0.19% |
| Top 10 | 3-month return | 1-year return | 3-year return | 5-year return | Net assets ($M) | Expense ratio* |
|---|---|---|---|---|---|---|
| AB 2055 Retirement Strategy A (LTWAX) | 1.14% | 2.39% | 13.97% | 12.06% | $14.2 | 1.06% |
| Harbor Target Retirement 2055 Institutional (HATRX) | 0.97% | 0.00% | N/A | N/A | $0.6 | 0.78% |
| Fidelity Freedom 2055 (FDEEX) | 0.83% | 4.39% | 13.28% | N/A | $567.8 | 0.75% |
| American Funds 2055 Target Date Retire A (AAMTX) | 0.82% | 3.88% | 14.50% | 13.71% | $616.5 | 0.79% |
| TIAA-CREF Lifecycle 2055 Institutional (TTRIX) | 0.80% | 4.25% | 14.53% | N/A | $149.5 | 0.46% |
| Fidelity Advisor Freedom 2055 A (FHFAX) | 0.72% | 3.25% | 12.70% | N/A | $259.3 | 1.01% |
| Strategic Advisers Multi-Manager 2055 (FESPX) | 0.49% | 3.21% | N/A | N/A | $1.1 | 1.02% |
| KP Retirement Path 2055 Institutional (KPRIX) | 0.48% | 2.69% | N/A | N/A | $19.6 | 0.53% |
| T. Rowe Price Retirement 2055 (TRRNX) | 0.44% | 4.05% | 14.78% | 14.31% | $1,898.1 | 0.76% |
| T. Rowe Price Target Retire 2055 Advisor (PAFTX) | 0.42% | 3.74% | N/A | N/A | $11.8 | 1.01% |
| Bottom 5 | ||||||
| Pimco RealPath Blend 2055 A (PRQAX) | -1.29% | N/A | N/A | N/A | $3.1 | 0.71% |
| Pimco RealPath 2055 A (PQRAX) | -0.81% | N/A | N/A | N/A | $3.3 | 1.21% |
| JPMorgan SmartRetirement Blend 2055 R5 (JTBBX) | -0.75% | 2.48% | N/A | N/A | $10.8 | 0.50% |
| JPMorgan SmartRetirement 2055 A (JFFAX) | -0.68% | 4.31% | 13.86% | N/A | $333.9 | 0.96% |
| BlackRock LifePath Index 2055 Institutional (LIVIX) | -0.66% | 2.54% | 13.69% | N/A | $83.4 | 0.19% |
As of June 30. N/A=not available (fund has been in operation for less than the period indicated). Rankings are based on unrounded numbers. *Net prospectus. Source: Morningstar Inc.
Executives from LPL Financial, Cresset Partners hired for key roles.
Geopolitical tension has been managed well by the markets.
December cut is still a possiblity.
Canada, China among nations to react to president-elect's comments.
For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.
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