| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| RFDTX | American Funds Trgt Date Ret 2025 R6 | 9.50 | 13.16 | 25.52 | 14.77 | NA |
| RDDTX | American Funds Trgt Date Ret 2025 R4 | 9.43 | 12.98 | 25.13 | 14.34 | 4.65 |
| AADTX | American Funds Trgt Date Ret 2025 A | 9.42 | 12.97 | 25.04 | 14.35 | 4.67 |
| REDTX | American Funds Trgt Date Ret 2025 R5 | 9.37 | 13.13 | 25.42 | 14.68 | 4.95 |
| RCDTX | American Funds Trgt Date Ret 2025 R3 | 9.28 | 12.84 | 24.65 | 13.96 | 4.31 |
| RBDTX | American Funds Trgt Date Ret 2025 R2 | 9.25 | 12.73 | 24.19 | 13.57 | 3.90 |
| RADTX | American Funds Trgt Date Ret 2025 R1 | 9.13 | 12.59 | 24.03 | 13.47 | 3.88 |
| JNSAX | JPMorgan SmartRetirement® 2025 A | 7.99 | 10.52 | 22.59 | 13.58 | 5.78 |
| TRRHX | T. Rowe Price Retirement 2025 | 7.99 | 11.28 | 23.34 | 14.02 | 5.57 |
| PARJX | T. Rowe Price Retirement 2025 Adv | 7.95 | 11.17 | 23.08 | 13.74 | 5.30 |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| RFDTX | American Funds Trgt Date Ret 2025 R6 | 9.50 | 13.16 | 25.52 | 14.77 | NA |
| REDTX | American Funds Trgt Date Ret 2025 R5 | 9.37 | 13.13 | 25.42 | 14.68 | 4.95 |
| AADTX | American Funds Trgt Date Ret 2025 A | 9.42 | 12.97 | 25.04 | 14.35 | 4.67 |
| RDDTX | American Funds Trgt Date Ret 2025 R4 | 9.43 | 12.98 | 25.13 | 14.34 | 4.65 |
| MXELX | Great-West Lifetime 2025 III T | 7.26 | 11.65 | 25.52 | 14.19 | NA |
| MXFLX | Great-West Lifetime 2025 III T1 | 7.24 | 11.62 | 25.38 | 14.11 | NA |
| MMSDX | MassMutual RetireSMART 2025 A | 6.77 | 11.26 | 24.67 | 14.08 | NA |
| TRRHX | T. Rowe Price Retirement 2025 | 7.99 | 11.28 | 23.34 | 14.02 | 5.57 |
| RCDTX | American Funds Trgt Date Ret 2025 R3 | 9.28 | 12.84 | 24.65 | 13.96 | 4.31 |
| GMWZX | GuideStone Funds MyDestination 2025 GS4 | 7.42 | 10.37 | 20.77 | 13.82 | 4.72 |
*Funds with the best performance in their category for the last 3 months
**Funds with the best performance in their category for the last 3 years
Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors
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