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Columns: Boomer Bucks
Barbara Mlotek Whelehan   Expert: Barbara Mlotek Whelehan
Boomer Bucks
Some that sport a 2010 date are aggressively positioned, and they've been hammered relentlessly by the market.
Boomer Bucks

Target-date funds not a slam-dunk decision
Page | 1 | 2 | 3 | 4 |
 
Target-date 2010 funds from select fund firms
Name Total Return
1 Year
Total Return
3 Year*
Expense
Ratio
Asset
Alloc
Equity %
Asset
Alloc
Bond %
Asset
Alloc
Cash %
AllianceBernstein 2010 Retirement Str -36.67 -7.6 0.94 65.47 30.9 3.03
American Funds Trgt Date Rtrmt 2010 -31.12 NA 0.77 61.01 30.56 7.52
Barclays Global Investors LP 2010 -21.49 -2.73 0.85 39.06 52.49 7.39
Fidelity Adviser Freedom 2010 -28.61 -5.18 0.92 48.48 34.33 14.7
Fidelity Freedom 2010 -27.61 -4.6 0.65 47.01 35.67 14.98
Hartford Target Retirement 2010 -30.33 -6.34 1.00 54.97 36.19 6.15
JHancock2 Lifecycle 2010 -33.00 N/A 1.38 54.92 33.33 8.99
JPMorgan SmartRetirement 2010 -25.32 N/A 1.06 43.28 47.34 7.59
MassMutual Select Destin Retire 2010 -28.49 -6.6 1.19 53.79 34.53 11.25
MFS Lifetime 2010 -15.07 -0.35 1.01 28.54 53.30 16.22
Oppenheimer Transition 2010 -41.71 N/A 1.5 65.21 30.31 4.5
Principal LifeTime 2010 -33.13 -7.25 0.77 54.29 45.24 -5.27
Putnam Retirement Ready 2010 -25.60 -6.17 0.99 25.74 56.84 15.69
Russell LifePoints 2010 Strategy -23.97 -3.5 1.2 34.8 43.62 18.14
Schwab Target 2010 -28.36 -4.43 0.92 54.15 31.04 13.33
State Farm LifePath 2010 Legacy -21.80 -3.12 1.27 40.92 50.51 7.57
T. Rowe Price Retirement. 2010 -29.57 -4.73 0.61 57.42 35.87 5
TIAA-CREF Lifecycle 2010 Retirement -27.01 -4.32 0.62 53.5 42.22 3.02
Vanguard Target Retirement 2010 -24.44 N/A 0.20 53.33 45.07 0.94
Vantage Milestone 2010 -20.60 -2.13 0.88 37.17 52.17 10.58
Wells Fargo Advantage DJ Target 2010 -16.63 -1.26 1.18 31.53 61.09 6.48

Source: ©Morningstar, Inc. (Data through 11/14/2008.) Morningstar makes every effort to ensure accuracy of this data, but cannot guarantee completeness and accuracy.

Bankrate.com's corrections policy -- Posted: Nov. 20, 2008
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