Find best target date 2026-2030 mutual funds 2014. Top target date funds are American Funds 2030 Target Date Retirement fund, etc.
Target Date Funds
Target date mutual funds are popular among any investors. Whether you have a 401k plan, individual retirement account (IRA), or regular investment account; you will find the target date mutual funds for your choice. These funds are suitable for passive investors that want to balance between stocks & bonds. These funds will adjust their assets based on your retirement year target.
For example, a younger worker hoping to retire in 2040 would choose a target-date 2040 fund, while an older worker hoping to retire in 2020 would choose a target-date 2020 fund. Because it has a longer time horizon, the 2040 fund would likely be weighted heavily toward stocks, with a relatively small percentage of bonds and cash equivalents, while the 2020 fund would hold relatively more bonds and cash equivalents and fewer stocks.
As part of asset allocation fund or balanced fund, these target date funds will seek income and growth for your investment. The investment risks may include interest rate risk, investment style risk, market risk, etc. These target date mutual funds are also known as lifecycle mutual funds.
Top Mutual Funds
These top performer target date mutual funds are sorted based on its 1 year total return. You may find other information such as expense ratio fee, portfolio turnover rate, management or index approach, performance, etc. You can find the fund review and comparison below.
Best target date 2026-2030 mutual funds 2014 are:
- Manning & Napier Target 2030 K (MTPKX)
- American Funds 2030 Target Date Retire A (AAETX)
- T. Rowe Price Retirement 2030 (TRRCX)
- AllianceBernstein 2030 Retirement Strategy A (LTJAX)
- TIAA-CREF Lifecycle Index 2030 Institutional (TLHIX)
- Vanguard Target Retirement 2030 Investor (VTHRX)