| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| RFETX | American Funds Trgt Date Ret 2030 R6 | 6.25 | 11.09 | 24.67 | 14.22 | NA |
| REETX | American Funds Trgt Date Ret 2030 R5 | 6.23 | 11.05 | 24.52 | 14.21 | 4.64 |
| RDETX | American Funds Trgt Date Ret 2030 R4 | 6.17 | 10.90 | 24.25 | 13.83 | 4.33 |
| AAETX | American Funds Trgt Date Ret 2030 A | 6.16 | 10.89 | 24.19 | 13.84 | 4.35 |
| RCETX | American Funds Trgt Date Ret 2030 R3 | 6.10 | 10.86 | 23.88 | 13.52 | 4.00 |
| RBETX | American Funds Trgt Date Ret 2030 R2 | 5.96 | 10.63 | 23.31 | 13.06 | 3.59 |
| RAETX | American Funds Trgt Date Ret 2030 R1 | 5.93 | 10.59 | 23.25 | 13.00 | 3.58 |
| VPRMX | Vantagepoint Milestone 2030 Inv M | 5.55 | 10.43 | 21.68 | 12.24 | 4.03 |
| JSMAX | JPMorgan SmartRetirement® 2030 A | 5.04 | 8.70 | 22.47 | 12.80 | 4.87 |
| JSMZX | JPMorgan SmartRetirement® 2030 R2 | 4.94 | 8.54 | 22.11 | 12.50 | NA |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| RFETX | American Funds Trgt Date Ret 2030 R6 | 6.25 | 11.09 | 24.67 | 14.22 | NA |
| REETX | American Funds Trgt Date Ret 2030 R5 | 6.23 | 11.05 | 24.52 | 14.21 | 4.64 |
| MLTJX | MFS Lifetime 2030 R4 | 4.23 | 9.21 | 22.77 | 14.05 | 3.80 |
| AAETX | American Funds Trgt Date Ret 2030 A | 6.16 | 10.89 | 24.19 | 13.84 | 4.35 |
| RDETX | American Funds Trgt Date Ret 2030 R4 | 6.17 | 10.90 | 24.25 | 13.83 | 4.33 |
| MLTAX | MFS Lifetime 2030 A | 4.07 | 9.15 | 22.38 | 13.78 | 3.53 |
| MLTHX | MFS Lifetime 2030 R3 | 4.08 | 9.17 | 22.42 | 13.76 | 3.53 |
| RCETX | American Funds Trgt Date Ret 2030 R3 | 6.10 | 10.86 | 23.88 | 13.52 | 4.00 |
| MLTGX | MFS Lifetime 2030 R2 | 4.02 | 9.04 | 22.15 | 13.47 | 3.28 |
| TRRCX | T. Rowe Price Retirement 2030 | 4.87 | 9.36 | 22.71 | 13.43 | 4.79 |
*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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