The Best Target Date Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Target Date mutual funds.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.57%
- Avg. Yield
- 4.91%
- Avg. 1 Year Return
- 20.15%
- Median Risk/Return Score
- 46 / 100
The Best Target Date Mutual Funds
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MFS Lifetime 2055 Fund Class B | Target Date | Sep 17, 2012 | 1.57% | 10.11% | 10.11% | 4.91% | 46 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Target Date Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| MFS Lifetime 2055 Fund Class B | 46 | — | Sep 2012 |
Best-Performing Target Date Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| MFS Lifetime 2055 Fund Class B | 7.80% | — | Sep 2012 |
Lowest-Cost Target Date Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| MFS Lifetime 2055 Fund Class B | 1.57% | — | Sep 2012 |
Highest-Yield Target Date Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| MFS Lifetime 2055 Fund Class B | 4.91% | — | Sep 2012 |
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