Data Dashboard Medalist Funds Target Date Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Fidelity Freedom® 2030 FFFEX Target-Date 2030 * Average Fidelity Freedom® Index 2030 Investor FXIFX Target-Date 2030 ´ JHancock Multimanager 2030 Lifetime 1 JLFOX Target-Date 2030 JPMorgan SmartRetirement® 2030 R5 JSMIX Closed to New Investors 1Yr 3Yr 5Yr QQQQ 2.32 9.75 6.65 No Low QQQQQ 4.71 9.65 6.63 No ´ Below Avg QQQQ 2.78 9.55 6.17 No Target-Date 2030 Œ Below Avg QQQQ 2.33 8.63 6.07 No JPMorgan SmartRetirement® Blend 2030 JRBBX Target-Date 2030 Œ Low QQQQ 2.94 8.47 6.14 No Manning & Napier Target 2030 I MTPIX Target-Date 2030 ´ Average QQ 4.59 7.61 4.30 No MassMutual Select TRP Retirement 2030 I MMTRX Target-Date 2030 * Below Avg - 3.30 - - No MFS Lifetime 2030 I MLTIX Target-Date 2030 ´ Below Avg QQQQQ 4.19 9.26 6.25 No State Street Target Retirement 2030 K SSBYX Target-Date 2030 * Low QQQQ 4.38 9.17 - No T. Rowe Price Retirement 2030 TRRCX Target-Date 2030 * Average QQQQQ 3.52 9.79 6.85 No T. Rowe Price Retirement I 2030 I TRPCX Target-Date 2030 * Below Avg QQQQQ 3.59 9.90 - No TIAA-CREF Lifecycle 2030 Retirement TCLNX Target-Date 2030 ´ Average QQQQ 2.30 9.05 6.11 No TIAA-CREF Lifecycle Index 2030 Instl TLHIX Target-Date 2030 ´ Low QQQQQ 4.78 9.07 6.59 No Vanguard Instl Trgt Retire 2030 Instl VTTWX Target-Date 2030 Œ Low QQQQ 3.77 8.92 - No Vanguard Target Retirement 2030 Inv VTHRX Target-Date 2030 Œ Low QQQQ 3.71 8.87 6.39 No *Not all target-date funds in each series are listed here. However, all funds in a particular series have the same Analyst Rating. Data as of 03/31/2019. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts' current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar's expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund's or the fund's underlying securities' creditworthiness. 26