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 28.24 4.32 --- ---
MFS Lifetime 2010 R4 MFSPX TA --- 0 28.16 4.25 --- ---
MFS Lifetime 2010 A MFSAX TA 5.75 1000 27.97 3.97 --- ---
MFS Lifetime 2010 A Load Waived MFSAX.LW TA --- 1000 27.97 3.97 --- ---
MFS Lifetime 2010 R3 MFSOX TA --- 0 27.78 3.95 --- ---
MFS Lifetime 2010 R2 MFSNX TA --- 0 27.52 3.71 --- ---
MFS Lifetime 2010 B MFSBX TA --- 1000 26.93 3.28 --- ---
MFS Lifetime 2010 C MFSDX TA --- 1000 26.86 3.24 --- ---
MFS Lifetime 2010 R1 MFSEX TA --- 0 26.88 3.21 --- ---
Wells Fargo Advantage DJ Target 2010 I WFOAX TA --- 5000000 23.28 2.91 4.26 ---
Wells Fargo Advantage DJ Target 2010 Adm WFLGX TA --- 1000000 23.01 2.68 4.04 ---
Wells Fargo Advantage DJ Target 2010 A STNRX TA 5.75 1000 22.65 2.39 3.72 2.95
Wells Fargo Advantage DJ Target 201 A LW STNRX.LW TA --- 1000 22.65 2.39 3.72 2.95
Vanguard Target Retirement 2005 VTOVX TA --- 3000 26.95 2.12 3.81 ---
Fidelity Freedom 2000 FFFBX TA --- 2500 21.93 1.71 3.33 3.44
Wells Fargo Advantage DJ Target 2010 C WFOCX TA --- 1000 21.84 1.63 2.97 2.27
Wells Fargo Advantage DJ Target 2010 B SPTBX TA --- 1000 21.71 1.61 2.94 2.27
DWS Target 2010 KRFAX TA 5.00 0 5.04 1.52 2.32 3.49
Vantagepoint Milestone 2010 VPRQX TA --- 0 27.09 1.34 --- ---
American Indep NestEgg 2010 I NECSX TA --- 3000000 14.97 1.27 3.03 3.61
T. Rowe Price Retirement 2005 TRRFX TA --- 2500 35.60 1.24 4.42 ---
Russell LifePoints 2010 Strategy R1 RJLRX TA --- 0 33.71 1.08 --- ---
Russell LifePoints 2010 Strategy S RJLSX TA --- 0 33.71 1.08 --- ---
JPMorgan SmartRetirement 2010 Instl JSWIX TA --- 3000000 34.18 0.89 --- ---
Vanguard Target Retirement 2010 VTENX TA --- 3000 31.85 0.88 --- ---
*10 year return calculated as of 2009-10-31