Target-Date 2040: Total Returns

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Data through 1/16/2019. Click here to return to the Fund Category Performance page.
Category Name Ticker 1 Month(%) YTD(%) 3 Month(%) 1 Year(%) 3 Year(%) 5 Year(%)
Target-Date 2040 1.77 4.07 -3.93 -6.84 10.22 5.05
American Funds 2040 Trgt Date Retire A AAGTX 1.66 3.74 -3.87 -5.52 11.53 6.45
American Century One Choice 2040 A ARDMX 1.77 3.65 -3.78 -5.97 8.41 4.77
American Century One Choice 2040 R ARDRX 1.67 3.57 -3.89 -6.29 8.14 4.51
American Century One Choice 2040 I ARDSX 1.76 3.65 -3.63 -5.55 8.90 5.24
American Century One Choice 2040 R6 ARDUX 1.76 3.68 -3.67 -5.48 9.03 5.38
American Century One Choice 2040 Inv ARDVX 1.71 3.65 -3.75 -5.81 8.68 5.03
American Century One Choice 2040 C ARNOX 1.63 3.65 -3.95 -6.75 7.60 3.99
AllianzGI Retirement 2040 Administrative AVAMX 1.22 3.88 -5.72 -10.62 9.21 3.79
AllianzGI Retirement 2040 A AVSAX 1.23 3.87 -5.71 -10.65 9.16 3.75
AllianzGI Retirement 2040 C AVSCX 1.16 3.85 -5.87 -11.31 8.34 2.98
AllianzGI Retirement 2040 P AVSPX 1.25 3.86 -5.65 -10.38 9.50 4.07
AllianzGI Retirement 2040 R AVSRX 1.16 3.84 -5.80 -10.97 8.77 3.39
AllianzGI Retirement 2040 R6 AVTIX 1.25 3.91 -5.63 -10.27 9.62 4.18
BlackRock LifePath® Smart Beta 2040 InvA BAPHX 1.50 4.21 -3.42 -7.24 9.90 4.24
BlackRock LifePath® Smart Beta 2040 K BIPHX 1.52 4.28 -3.35 -6.96 10.24 4.58
BlackRock LifePath® Smart Beta 2040 Ins BLHIX 1.51 4.18 -3.36 -7.07 10.13 4.47
BlackRock LifePath® Smart Beta 2040 R BRPHX 1.40 4.14 -3.55 -7.46 9.63 3.98
BMO Target Retirement 2040 Y BTRMX 2.10 4.38 -4.07 -7.04 10.60 5.09
BMO Target Retirement 2040 R3 BTRPX 2.16 4.46 -4.17 -7.21 10.33 4.83
BMO Target Retirement 2040 R6 BTRQX 2.12 4.38 -4.03 -6.68 11.01 5.49
Columbia Adaptive Retirement 2040 Adv CAROX 1.71 3.74 -1.31 -4.81 --- ---
Columbia Adaptive Retirement 2040 Inst3 CARQX 1.72 3.74 -1.40 -4.80 --- ---
American Funds 2040 Trgt Date Retire C CCGTX 1.52 3.65 -4.05 -6.28 10.65 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX 1.74 3.90 -4.55 -7.18 11.02 ---
Fidelity Advisor Freedom® 2040 A FAFFX 2.75 4.86 -4.44 -7.46 11.29 5.55
American Funds 2040 Trgt Date Retire F1 FAUTX 1.63 3.69 -3.87 -5.59 11.46 ---
American Funds 2040 Trgt Date Retire F2 FBGTX 1.68 3.75 -3.78 -5.31 11.76 ---
Fidelity Freedom® Index 2040 Investor FBIFX 1.71 4.26 -4.51 -6.47 11.47 6.02
Fidelity Advisor Freedom® 2040 C FCFFX 2.59 4.75 -4.72 -8.23 10.44 4.75
American Funds 2040 Trgt Date Retire F3 FCGTX 1.67 3.74 -3.78 -5.25 --- ---
Fidelity Flex Freedom 2040 FCLSX 2.70 4.85 -4.58 -7.28 --- ---
Fidelity Freedom® 2040 FFFFX 2.59 4.75 -4.79 -8.07 11.49 5.97
Fidelity Freedom® Index 2040 Instl Prem FFIZX 1.75 4.32 -4.47 -6.42 11.52 ---
Fidelity Freedom® Blnd 2040 FHARX 2.50 4.57 -4.41 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 A FHDEX 2.56 4.57 -4.36 --- --- ---
Fidelity Freedom® Blnd 2040 K6 FHHDX 2.61 4.57 -4.31 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z FHHFX 2.56 4.57 -4.35 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 I FHJFX 2.53 4.57 -4.39 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z6 FHOCX 2.61 4.57 -4.31 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 M FHOEX 2.59 4.57 -4.44 --- --- ---
Fidelity Freedom® 2040 K6 FHTKX 2.66 4.77 -4.72 -7.85 --- ---
Fidelity Freedom® Blnd 2040 K FHYDX 2.56 4.57 -4.35 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 C FHZEX 2.51 4.57 -4.53 --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX 2.74 4.84 -4.46 -7.29 11.56 5.82
Fidelity Advisor Freedom® 2040 Z FIJPX 2.76 4.86 -4.37 --- --- ---
Fidelity Advisor Freedom® 2040 Z6 FKGLX 2.77 4.85 -4.36 -7.02 --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX 1.09 3.70 -4.61 -6.29 8.51 3.83
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX 1.04 3.68 -4.75 -6.93 7.73 3.09
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX 1.01 3.68 -4.57 -6.06 8.83 4.16
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX 1.00 3.62 -4.70 -6.57 8.24 3.59
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX 1.00 3.60 -4.66 -6.19 8.77 4.09
Fidelity Freedom® 2040 K FSNVX 2.56 4.76 -4.72 -8.00 --- ---
Fidelity Advisor Freedom® 2040 M FTFFX 2.74 4.81 -4.49 -7.70 11.01 5.29
Goldman Sachs Target Date 2040 A GTAMX 1.86 4.02 -3.08 -5.14 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX 1.91 4.01 -2.96 -4.71 --- ---
Goldman Sachs Target Date 2040 Inv GTMMX 1.77 4.02 -3.01 -4.96 --- ---
Goldman Sachs Target Date 2040 R GTRMX 1.82 4.02 -3.06 -5.32 --- ---
Goldman Sachs Target Date 2040 Svc GTVMX 1.84 4.01 -3.04 -5.20 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX 1.79 4.01 -3.06 -4.80 8.77 5.54
Harbor Target Retirement 2040 Instl HARYX 2.57 4.27 -3.38 -6.84 9.40 4.28
Voya Index Solution 2040 Port ADV IDXKX 1.51 3.78 -4.51 -7.52 9.85 4.92
Voya Index Solution 2040 Port I IDXLX 1.60 3.89 -4.34 -7.00 10.40 5.42
Voya Index Solution 2040 Port S IDXMX 1.47 3.83 -4.47 -7.32 10.11 5.17
Voya Index Solution 2040 Port S2 IDXNX 1.56 3.88 -4.46 -7.42 9.98 5.01
Voya Target Retirement 2040 I IRSOX 1.74 3.92 -4.08 -7.74 10.09 5.25
Voya Solution 2040 Port ADV ISNKX 2.06 4.35 -4.06 -8.52 9.58 5.12
Voya Solution 2040 Port I ISNLX 2.07 4.30 -3.96 -8.08 10.11 5.66
Voya Solution 2040 Port S ISNMX 2.02 4.26 -4.05 -8.31 9.84 5.37
Voya Solution 2040 Port S2 ISNNX 2.05 4.33 -4.05 -8.41 9.68 5.22
Voya Solution 2040 Port T ISNOX 1.99 4.29 -4.14 -8.73 9.35 4.91
JHancock Multimanager 2040 Lifetime I JHRDX 2.08 4.75 -4.57 -7.83 11.21 ---
JHancock Multimanager 2040 Lifetime A JLIAX 2.05 4.66 -4.56 -8.14 10.86 5.16
JHancock Multimanager 2040 Lifetime R1 JLIDX 2.02 4.67 -4.70 -8.44 10.50 4.82
JHancock Multimanager 2040 Lifetime R2 JLIEX 1.96 4.65 -4.63 -8.28 10.75 5.07
JHancock Multimanager 2040 Lifetime R3 JLIFX 2.04 4.68 -4.68 -8.35 10.60 4.93
JHancock Multimanager 2040 Lifetime R4 JLIGX 2.10 4.77 -4.58 -8.01 11.03 5.35
JHancock Multimanager 2040 Lifetime R5 JLIHX 2.04 4.64 -4.51 -7.85 11.24 5.55
JHancock Multimanager 2040 Lifetime R6 JLIIX 2.12 4.76 -4.46 -7.73 11.32 5.60
JHancock Multimanager 2040 Lifetime 1 JLIOX 2.06 4.75 -4.51 -7.78 11.25 5.56
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX 1.57 3.95 -3.76 -7.65 --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX 1.53 3.94 -3.75 -7.44 --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX 1.56 3.94 -3.67 -7.28 10.54 5.73
JPMorgan SmartRetirement® Blend 2040 I JOBEX 1.56 3.94 -3.72 -7.41 10.38 5.55
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX 1.52 3.90 -3.85 -7.89 9.83 5.06
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX 1.54 3.94 -3.69 -7.20 10.65 5.81
JHancock Multi-Index 2040 Presv 1 JRROX 1.65 3.82 -3.68 -6.21 10.45 5.42
JHancock Multi-Index 2040 Presv R4 JRRPX 1.62 3.80 -3.75 -6.39 10.32 5.27
JHancock Multi-Index 2040 Presv R1 JRRQX 1.63 3.81 -3.92 -6.93 9.76 4.77
JHancock Multi-Index 2040 Presv R2 JRRRX 1.62 3.81 -3.86 -6.68 10.08 4.99
JHancock Multi-Index 2040 Presv R6 JRRSX 1.70 3.83 -3.71 -6.17 10.52 5.46
JHancock Multi-Index 2040 Lifetime 1 JRTTX 1.69 4.34 -4.42 -7.27 11.45 5.97
JHancock Multi-Index 2040 Lifetime R6 JRTWX 1.74 4.34 -4.44 -7.22 11.51 6.03
KP Retirement Path 2040 Institutional KPRFX 2.20 4.10 -3.64 -5.93 10.99 5.33
BlackRock LifePath® Index 2040 Inv A LIKAX 1.66 4.29 -3.29 -5.94 10.54 5.61
BlackRock LifePath® Index 2040 Instl LIKIX 1.66 4.28 -3.28 -5.76 10.79 5.87
BlackRock LifePath® Index 2040 K LIKKX 1.67 4.28 -3.27 -5.72 10.84 5.92
BlackRock LifePath® Index 2040 Inv P LIKPX 1.71 4.29 -3.32 --- --- ---
BlackRock LifePath® Dyn 2040 Investor C LPCKX 1.72 4.52 -4.10 -7.05 10.16 4.39
BlackRock LifePath® Dyn 2040 Investor A LPREX 1.79 4.54 -3.90 -6.34 11.06 5.20
BlackRock LifePath® Dyn 2040 R LPRKX 1.75 4.56 -3.96 -6.54 10.83 4.97
BlackRock LifePath® Dyn 2040 K LPSFX 1.82 4.63 -3.76 -5.88 11.57 5.74
MassMutual RetireSMART by JPM 2040 R3 MFRNX 1.74 4.02 -3.66 -7.07 9.71 3.89
MassMutual RetireSMART by JPM 2040 Svc MFRSX 1.77 4.07 -3.52 -6.62 10.24 4.43
MFS Lifetime 2040 A MLFAX 2.16 4.79 -4.47 -6.06 11.11 5.59
MFS Lifetime 2040 B MLFBX 2.12 4.74 -4.70 -6.76 10.28 4.80
MFS Lifetime 2040 C MLFCX 2.13 4.73 -4.65 -6.80 10.29 4.81
MFS Lifetime 2040 R1 MLFEX 2.09 4.69 -4.70 -6.82 10.28 4.79
MFS Lifetime 2040 R2 MLFGX 2.19 4.75 -4.55 -6.27 10.86 5.33
MFS Lifetime 2040 R3 MLFHX 2.16 4.79 -4.46 -6.06 11.12 5.60
MFS Lifetime 2040 I MLFIX 2.22 4.76 -4.42 -5.84 11.31 5.81
MFS Lifetime 2040 R4 MLFJX 2.14 4.75 -4.42 -5.89 11.39 5.85
MFS Lifetime 2040 R6 MLFKX 2.16 4.75 -4.45 -5.75 --- ---
MassMutual Select TRP Retirement 2040 I MMFOX 1.91 4.43 -3.70 --- --- ---
MassMutual Select TRP Retirement 2040 M5 MMFPX 1.92 4.43 -3.76 --- --- ---
MassMutual Select TRP Retirement 2040 M4 MMFQX 1.91 4.43 -3.84 --- --- ---
MassMutual Select TRP Retirement 2040 M3 MMFRX 1.81 4.43 -3.88 --- --- ---
MassMutual RetireSMART by JPM 2040 A MRFAX 1.71 4.02 -3.72 -6.98 9.86 4.05
MassMutual RetireSMART by JPM 2040 R5 MRFTX 1.78 4.09 -3.52 -6.48 10.38 ---
MassMutual RetireSMART by JPM 2040 I MRFUX 1.77 4.09 -3.53 -6.42 10.47 ---
MassMutual RetireSMART by JPM 2040 Adm MRFYX 1.74 4.09 -3.57 -6.74 10.15 4.32
MassMutual RetireSMART by JPM 2040 R4 MRFZX 1.76 4.06 -3.63 -6.85 10.00 ---
MainStay Retirement 2040 R1 MSREX 2.35 4.63 -5.39 -8.51 9.46 ---
MainStay Retirement 2040 R2 MSRQX 2.25 4.53 -5.51 -8.78 9.09 4.51
MainStay Retirement 2040 A MSRTX 2.28 4.58 -5.44 -8.66 9.27 4.65
MainStay Retirement 2040 Inv MSRUX 2.25 4.55 -5.43 -8.77 9.17 4.56
MainStay Retirement 2040 I MSRYX 2.35 4.63 -5.36 -8.47 9.57 4.92
MainStay Retirement 2040 R3 MSRZX 2.17 4.51 -5.54 -9.01 8.88 4.29
Manning & Napier Target 2040 I MTTIX 0.70 3.61 -4.27 -5.22 9.77 4.47
Manning & Napier Target 2040 K MTTKX 0.56 3.53 -4.36 -5.52 9.48 4.20
Manning & Napier Target 2040 R MTTRX 0.61 3.57 -4.36 -5.65 9.17 3.94
Manning & Napier Target 2040 R6 MTTZX 0.68 3.50 -4.30 -5.10 --- ---
Great-West Lifetime Cnsrv 2040 Inv MXBAX 1.82 3.65 -3.14 -5.97 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX 1.81 3.67 -3.17 -6.05 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX 1.83 3.76 -2.95 -5.57 --- ---
Great-West Lifetime 2040 Inv MXBDX 1.94 4.44 -4.29 -7.63 --- ---
Great-West Lifetime 2040 Svc MXBEX 2.00 4.42 -4.31 -7.73 --- ---
Great-West Lifetime 2040 L MXBFX 1.95 4.42 -4.36 -7.86 --- ---
Great-West Lifetime 2040 Instl MXBGX 2.04 4.41 -4.23 -7.28 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX 2.04 4.10 -4.01 -7.07 10.64 5.28
Great-West SecureFoundation® LT 2040 Svc MXESX 1.93 4.00 -4.10 -7.19 10.49 5.16
Great-West SecureFoundation® LT 2040 L MXLKX 2.01 4.06 -3.99 -7.16 10.58 5.26
Natixis Sustainable Future 2040 N NSFHX 1.50 3.89 -2.87 -4.98 --- ---
Nationwide Destination 2040 A NWMAX 1.52 4.25 -4.79 -7.65 9.88 4.54
Nationwide Destination 2040 C NWMCX 1.49 4.28 -4.96 -8.14 9.30 3.93
Nationwide Destination 2040 R NWMDX 1.44 4.16 -4.90 -7.96 9.57 4.23
Nationwide Destination 2040 R6 NWMHX 1.53 4.22 -4.73 -7.24 10.41 5.01
Nationwide Destination 2040 Instl Svc NWMSX 1.47 4.23 -4.80 -7.49 10.12 4.75
T. Rowe Price Target 2040 Advisor PAHHX 1.90 3.82 -2.88 -5.85 9.98 5.38
T. Rowe Price Retirement 2040 Advisor PARDX 1.95 4.33 -3.74 -6.67 11.19 5.86
Prudential Day One 2040 R1 PDHDX 1.63 4.22 -4.68 -6.69 --- ---
Prudential Day One 2040 R2 PDHEX 1.53 4.23 -4.67 -6.60 --- ---
Prudential Day One 2040 R3 PDHFX 1.61 4.22 -4.59 -6.36 --- ---
Prudential Day One 2040 R4 PDHGX 1.63 4.32 -4.56 -6.17 --- ---
Prudential Day One 2040 R5 PDHHX 1.65 4.22 -4.54 -6.15 --- ---
Prudential Day One 2040 R6 PDHJX 1.63 4.22 -4.55 -6.08 --- ---
PIMCO RealPath™ 2040 Administrative PEOAX 1.54 4.03 -3.81 -7.16 10.06 3.85
Principal LifeTime Hybrid 2040 J PHJEX 1.72 4.20 -4.98 --- --- ---
Invesco Peak Retirement 2040 A PKKGX 1.55 3.65 -3.57 -5.85 --- ---
Invesco Peak Retirement 2040 C PKKHX 1.47 3.65 -3.77 -6.62 --- ---
Invesco Peak Retirement 2040 Y PKKIX 1.64 3.65 -3.47 -5.56 --- ---
Invesco Peak Retirement 2040 R PKKJX 1.59 3.65 -3.64 -6.11 --- ---
Invesco Peak Retirement 2040 R5 PKKKX 1.64 3.65 -3.47 -5.56 --- ---
Invesco Peak Retirement 2040 R6 PKKLX 1.64 3.65 -3.47 -5.56 --- ---
Principal LifeTime Hybrid 2040 R6 PLMTX 1.81 4.29 -4.87 -7.49 9.95 ---
Principal LifeTime Hybrid 2040 Instl PLTQX 1.78 4.29 -4.83 -7.45 9.90 ---
PIMCO RealPath™ 2040 A POFAX 1.64 4.07 -3.76 -7.20 9.83 3.62
Putnam RetirementReady 2040 R6 PREHX 1.64 4.06 -4.55 -7.26 --- ---
PIMCO RealPath™ 2040 Institutional PROIX 1.63 4.04 -3.73 -6.91 10.32 4.10
Putnam RetirementReady 2040 A PRRZX 1.59 4.01 -4.64 -7.61 8.53 5.17
Putnam RetirementReady 2040 Y PRZZX 1.67 4.06 -4.57 -7.35 8.80 5.44
Principal LifeTime 2040 A PTDAX 1.89 4.31 -4.62 -7.37 9.33 4.75
Principal LifeTime 2040 Institutional PTDIX 1.90 4.31 -4.54 -7.02 9.72 5.14
Principal LifeTime 2040 J PTDJX 1.94 4.34 -4.57 -7.18 9.54 4.89
Principal LifeTime 2040 R3 PTDMX 1.89 4.36 -4.65 -7.51 9.14 4.55
Principal LifeTime 2040 R2 PTDNX 1.87 4.33 -4.67 -7.69 8.92 4.36
Principal LifeTime 2040 R5 PTDPX 1.91 4.32 -4.57 -7.23 9.47 4.87
Principal LifeTime 2040 R4 PTDSX 1.91 4.35 -4.62 -7.35 9.34 4.73
PIMCO RealPath Blend 2040 A PVPAX 1.62 3.88 -3.30 -6.59 10.24 ---
PIMCO RealPath Blend 2040 Institutional PVPNX 1.58 3.87 -3.23 -6.22 10.80 ---
PIMCO RealPath Blend 2040 Administrative PVPRX 1.50 3.78 -3.31 -6.45 10.50 ---
Principal LifeTime 2040 R1 PYASX 1.84 4.34 -4.76 -7.83 8.78 4.22
American Funds 2040 Trgt Date Retire R1 RAKTX 1.58 3.65 -4.07 -6.31 10.61 5.60
American Funds 2040 Trgt Date Retire R2E RBEKX 1.55 3.64 -4.00 -5.98 10.98 ---
American Funds 2040 Trgt Date Retire R2 RBKTX 1.59 3.66 -4.01 -6.26 10.66 5.67
American Funds 2040 Trgt Date Retire R3 RCKTX 1.61 3.70 -3.91 -5.83 11.15 6.09
American Funds 2040 Trgt Date Retire R4 RDGTX 1.64 3.68 -3.85 -5.56 11.49 6.42
American Funds 2040 Trgt Date Retire R5 REGTX 1.67 3.71 -3.82 -5.28 11.82 6.75
American Funds 2040 Trgt Date Retire R6 RFGTX 1.67 3.73 -3.77 -5.23 11.89 6.79
American Funds 2040 Trgt Date Retire R5E RHGTX 1.63 3.68 -3.85 -5.38 11.72 ---
T. Rowe Price Retirement 2040 R RRTDX 1.99 4.36 -3.75 -6.87 10.91 5.60
JPMorgan SmartRetirement® 2040 A SMTAX 2.09 4.32 -3.87 -9.04 9.89 5.21
JPMorgan SmartRetirement® 2040 C SMTCX 2.07 4.28 -4.02 -9.58 9.22 4.54
JPMorgan SmartRetirement® 2040 R5 SMTIX 2.11 4.30 -3.82 -8.80 10.17 5.47
JPMorgan SmartRetirement® 2040 R3 SMTPX 2.08 4.28 -3.90 -9.19 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX 2.13 4.32 -3.82 -8.94 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX 2.13 4.31 -3.81 -8.89 10.04 5.33
JPMorgan SmartRetirement® 2040 R6 SMTYX 2.14 4.30 -3.79 -8.71 10.27 ---
JPMorgan SmartRetirement® 2040 R2 SMTZX 2.11 4.29 -3.93 -9.37 9.53 4.89
State Street Target Retirement 2040 I SSCNX 2.14 4.08 -3.37 -6.66 10.97 ---
State Street Target Retirement 2040 K SSCQX 2.07 4.08 -3.44 -6.72 10.96 ---
Wells Fargo Target 2040 A STFRX 1.35 3.49 -3.22 -6.31 9.98 4.63
BlackRock LifePath® Dyn 2040 Instl STLEX 1.81 4.58 -3.85 -6.11 11.33 5.47
Schwab Target 2040 SWERX 2.15 4.44 -4.46 -8.12 9.82 5.26
Schwab Target 2040 Index SWYGX 1.58 3.99 -3.63 -5.62 --- ---
ClearTrack 2040 R6 TCKTX 1.57 3.88 -3.86 -6.78 9.92 ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX 2.18 4.62 -5.48 -8.26 11.01 5.43
TIAA-CREF Lifecycle 2040 Institutional TCOIX 2.26 4.63 -5.39 -7.97 11.30 5.70
ClearTrack 2040 R1 TCRTX 1.54 3.92 -3.97 -7.33 9.20 ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX 2.16 4.64 -5.44 -8.10 11.23 ---
TIAA-CREF Lifecycle 2040 Premier TCZPX 2.16 4.65 -5.49 -8.16 11.12 5.54
AB Multi-Manager Select 2040 A TDJAX 1.77 3.93 -4.24 -7.85 10.50 ---
AB Multi-Manager Select 2040 C TDJCX 1.74 3.97 -4.35 -8.51 9.68 ---
AB Multi-Manager Select 2040 I TDJIX 1.79 4.01 -4.15 -7.66 10.74 ---
AB Multi-Manager Select 2040 K TDJKX 1.65 3.93 -4.32 -7.93 10.45 ---
AB Multi-Manager Select 2040 R TDJRX 1.73 3.95 -4.28 -8.05 10.24 ---
AB Multi-Manager Select 2040 Advisor TDJYX 1.77 3.92 -4.22 -7.66 10.74 ---
AB Multi-Manager Select 2040 Z TDJZX 1.76 3.93 -4.21 -7.59 10.78 ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX 1.63 3.90 -4.15 -5.99 11.23 6.10
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX 1.68 3.94 -4.14 -5.93 11.36 ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX 1.68 3.94 -4.08 -5.82 11.42 6.27
TIAA-CREF Lifecycle Index 2040 Retire TLZRX 1.64 3.91 -4.17 -6.11 11.12 5.99
Invesco Balanced-Risk Retire 2040 A TNDAX 0.93 2.55 -1.20 -6.98 7.46 3.65
Invesco Balanced-Risk Retire 2040 C TNDCX 0.81 2.45 -1.36 -7.58 6.77 2.94
Invesco Balanced-Risk Retire 2040 R6 TNDFX 0.93 2.53 -1.06 -6.71 7.69 3.91
Invesco Balanced-Risk Retire 2040 R5 TNDIX 0.93 2.53 -1.06 -6.71 7.70 3.91
Invesco Balanced-Risk Retire 2040 R TNDRX 0.80 2.43 -1.21 -7.16 7.22 3.40
Invesco Balanced-Risk Retire 2040 Y TNDYX 0.80 2.39 -1.20 -6.84 7.66 3.89
1290 Retirement 2040 I TNNIX 0.86 3.23 -2.53 -3.49 --- ---
T. Rowe Price Target 2040 TRHRX 1.90 3.81 -2.86 -5.53 10.28 5.65
T. Rowe Price Retirement I 2040 I TRPDX 1.96 4.34 -3.68 -6.35 11.59 ---
T. Rowe Price Retirement 2040 TRRDX 1.99 4.39 -3.68 -6.45 11.48 6.13
T. Rowe Price Target 2040 I TRXRX 1.91 3.81 -2.84 -5.45 --- ---
USAA Target Retirement 2040 URFRX 1.34 3.45 -3.75 -8.27 9.53 4.16
Vanguard Target Retirement 2040 Inv VFORX 1.87 4.02 -3.94 -6.75 11.14 5.92
Vanguard Instl Trgt Retire 2040 Instl VIRSX 1.85 4.02 -3.95 -6.74 11.17 ---
Invesco Balanced-Risk Retire 2040 AX VRGAX 0.94 2.55 -1.07 -6.88 7.41 3.66
Invesco Balanced-Risk Retire 2040 CX VRGCX 0.81 2.46 -1.36 -7.71 6.67 2.91
Invesco Balanced-Risk Retire 2040 RX VRGRX 0.80 2.43 -1.21 -7.16 7.16 3.37
Voya Target Retirement 2040 R VRRKX 1.70 3.93 -4.23 --- --- ---
Voya Index Solution 2040 Port Z VSZEX 1.53 3.87 -4.31 -6.86 10.58 ---
Voya Target Retirement 2040 A VTRJX 1.67 3.93 -4.25 -7.99 9.80 ---
Voya Target Retirement 2040 R6 VTRKX 1.79 3.92 -4.04 -7.71 10.15 ---
Wells Fargo Target 2040 Admin WFLWX 1.33 3.45 -3.22 -6.17 10.11 4.76
Wells Fargo Target 2040 R WFMRX 1.34 3.49 -3.30 -6.50 9.75 4.38
Wells Fargo Target 2040 C WFOFX 1.30 3.44 -3.38 -7.02 9.17 3.86
Wells Fargo Target 2040 R6 WFOSX 1.34 3.44 -3.14 -5.86 10.50 5.13
Wells Fargo Dynamic Target 2040 A WTDAX 1.56 3.48 -3.40 -5.09 10.80 ---
Wells Fargo Dynamic Target 2040 C WTDCX 1.54 3.48 -3.53 -5.78 10.02 ---
Wells Fargo Dynamic Target 2040 R4 WTDEX 1.54 3.46 -3.30 -4.91 11.13 ---
Wells Fargo Dynamic Target 2040 R6 WTDFX 1.52 3.46 -3.32 -4.76 11.29 ---
Wells Fargo Target 2040 R4 WTFRX 1.42 3.52 -3.13 -5.96 10.33 4.98
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