The Best Target Retirement Date Mutual Funds

The table below compares the performance and other essential indicators like dividend yield and expense ratio of Target Retirement Date mutual funds.

Target Retirement Date mutual funds, also known as target-date funds or lifecycle funds, are a type of investment vehicle designed to simplify retirement planning for investors. These funds gradually adjust their asset allocation based on a predetermined retirement date, automatically shifting from a more aggressive, growth-oriented portfolio to a more conservative, income-focused portfolio as the retirement date approaches.

When an investor is further from retirement, the target-date fund allocates a larger portion of its assets to equities with higher growth potential and risk. As the retirement date nears, the fund gradually shifts its allocation towards fixed-income securities and cash equivalents to prioritize capital preservation and income generation.

Category is Target Retirement Date

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
MURMX	Mutual of America 2045 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.08%	-0.59%	—	8.84%	52
MURNX	Mutual of America Investment Corporation - 2050 Re...	Target Retirement Date	Nov 30, 2021	0.08%	-0.61%	—	9.36%	49
MUROX	Mutual of America 2055 Retirement Fund	Target Retirement Date	Nov 29, 2021	0.11%	-0.56%	—	7.99%	49
MXAKX	Great-West Lifetime 2020 Fund	Target Retirement Date	Apr 27, 2016	0.09%	-0.28%	—	4.76%	54
MXAYX	Great-West Lifetime 2030 Fund	Target Retirement Date	Apr 27, 2016	0.10%	-0.35%	—	4.61%	52
MXBGX	Great-West Lifetime 2040 Fund	Target Retirement Date	Apr 27, 2016	0.11%	-0.51%	—	5.04%	48
MXBSX	Great-West Lifetime 2050 Fund	Target Retirement Date	Apr 27, 2016	0.12%	-0.48%	—	5.29%	47
MXFLX	Great-West Lifetime 2025 Fund	Target Retirement Date	Apr 30, 2009	0.54%	-0.41%	6.03%	3.97%	49
MXGNX	Great-West Lifetime 2060 Fund	Target Retirement Date	Apr 30, 2019	0.47%	-0.42%	—	7.31%	47
MXLLX	Great-West Lifetime 2035 Fund	Target Retirement Date	Apr 30, 2009	0.56%	-0.54%	7.50%	4.11%	46
MXLZX	Great-West Lifetime 2015 Fund	Target Retirement Date	Apr 30, 2009	0.53%	-0.29%	5.18%	3.44%	54
MXRLX	Great-West Lifetime 2045 Fund	Target Retirement Date	Apr 30, 2009	0.57%	-0.60%	8.55%	4.64%	45
MXXLX	Great-West Lifetime 2055 Fund	Target Retirement Date	Apr 30, 2009	0.57%	-0.50%	8.75%	2.99%	47
NTDSX	Nationwide Destination 2055 Fund	Target Retirement Date	Dec 26, 2010	0.38%	-1.10%	9.36%	10.32%	60
NWAQX	Nationwide Destination 2065 Fund	Target Retirement Date	Feb 27, 2020	0.60%	-1.22%	—	6.62%	58
NWESX	Nationwide Destination Retirement Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.73%	5.12%	3.86%	67
NWISX	Nationwide Destination 2030 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.69%	7.03%	7.61%	66
NWLSX	Nationwide Destination 2035 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.96%	7.80%	8.55%	63
NWMSX	Nationwide Destination 2040 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-0.97%	8.00%	8.82%	62
NWNSX	Nationwide Destination 2045 Fund	Target Retirement Date	Aug 28, 2007	0.38%	-1.05%	8.99%	10.01%	60

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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