Target-Date 2040: Total Returns

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Data through 2/16/2018. 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 1.23 4.05 15.69 7.72 9.30
American Funds 2040 Trgt Date Retire A AAGTX -0.70 2.63 5.46 18.96 9.63 11.61
American Century One Choice 2040 A ARDMX -1.28 1.46 3.70 12.93 6.40 8.70
American Century One Choice 2040 R ARDRX -1.35 1.39 3.57 12.65 6.14 8.44
American Century One Choice 2040 I ARDSX -1.28 1.46 3.79 13.35 6.88 9.18
American Century One Choice 2040 R6 ARDUX -1.33 1.53 3.79 13.44 6.97 ---
American Century One Choice 2040 Inv ARDVX -1.35 1.46 3.67 13.12 6.66 8.96
American Century One Choice 2040 C ARNOX -1.42 1.39 3.47 12.06 5.59 7.89
AllianzGI Retirement 2040 Administrative AVAMX -2.24 1.40 4.16 16.92 8.44 7.43
AllianzGI Retirement 2040 A AVSAX -2.24 1.40 4.17 16.88 8.38 7.37
AllianzGI Retirement 2040 C AVSCX -2.30 1.32 3.96 15.98 7.58 6.57
AllianzGI Retirement 2040 P AVSPX -2.19 1.44 4.24 17.21 8.72 7.71
AllianzGI Retirement 2040 R AVSRX -2.25 1.32 4.05 16.44 8.01 7.01
AllianzGI Retirement 2040 R6 AVTIX -2.18 1.44 4.24 17.33 8.82 7.81
BlackRock LifePath® Smart Beta 2040 InvA BAPHX -2.11 0.18 2.62 14.65 6.84 8.63
BlackRock LifePath® Smart Beta 2040 K BIPHX -2.09 0.27 2.74 14.97 7.19 9.02
BlackRock LifePath® Smart Beta 2040 Ins BLHIX -2.09 0.18 2.72 14.84 7.08 8.89
BlackRock LifePath® Smart Beta 2040 R BRPHX -2.12 0.09 2.48 14.34 6.53 8.37
BMO Target Retirement 2040 Y BTRMX -1.81 1.51 4.48 16.53 7.54 ---
BMO Target Retirement 2040 R3 BTRPX -1.71 1.59 4.49 16.32 7.29 ---
BMO Target Retirement 2040 R6 BTRQX -1.72 1.60 4.60 16.95 7.97 ---
Columbia Adaptive Retirement 2040 Adv CAROX -2.87 -0.98 1.26 --- --- ---
Columbia Adaptive Retirement 2040 Inst3 CARQX -2.87 -0.98 1.26 --- --- ---
American Funds 2040 Trgt Date Retire C CCGTX -0.78 2.61 5.26 18.05 8.77 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX -1.58 1.72 5.01 16.81 --- ---
Fidelity Advisor Freedom® 2040 A FAFFX -1.59 2.03 4.99 17.37 8.93 9.98
American Funds 2040 Trgt Date Retire F1 FAUTX -0.70 2.65 5.47 18.96 9.60 ---
American Funds 2040 Trgt Date Retire F2 FBGTX -0.70 2.70 5.50 19.26 9.87 ---
Fidelity Freedom® Index 2040 Investor FBIFX -1.69 1.69 4.84 16.90 8.79 9.92
Fidelity Advisor Freedom® 2040 C FCFFX -1.69 1.88 4.78 16.52 8.12 9.15
American Funds 2040 Trgt Date Retire F3 FCGTX -0.70 2.70 5.55 19.38 --- ---
Fidelity Flex Freedom 2040 FCLSX -1.45 2.25 5.50 --- --- ---
Fidelity Freedom® 2040 FFFFX -1.53 2.15 5.29 18.53 9.62 10.69
Fidelity Freedom® Index 2040 Instl Prem FFIZX -1.74 1.69 4.88 16.96 --- ---
Fidelity Freedom® 2040 K6 FHTKX -1.44 2.25 5.43 --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX -1.58 2.08 5.06 17.68 9.22 10.25
Fidelity Advisor Freedom® 2040 Z6 FKGLX -1.59 2.02 5.11 --- --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX -0.97 1.92 4.20 15.32 6.03 ---
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX -0.99 1.79 4.00 14.45 5.27 ---
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX -0.96 1.91 4.23 15.64 6.35 ---
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX -1.05 1.77 4.08 14.95 5.76 ---
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX -0.96 1.91 4.26 15.60 6.30 ---
Fidelity Freedom® 2040 K FSNVX -1.53 2.15 5.41 --- --- ---
Fidelity Advisor Freedom® 2040 M FTFFX -1.66 1.97 4.90 17.06 8.65 9.69
Goldman Sachs Target Date 2040 A GTAMX -1.91 0.43 2.75 11.58 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX -1.90 0.43 2.80 11.94 --- ---
Goldman Sachs Target Date 2040 Inv GTMMX -1.90 0.54 2.77 11.80 --- ---
Goldman Sachs Target Date 2040 R GTRMX -1.91 0.43 2.66 11.26 --- ---
Goldman Sachs Target Date 2040 Svc GTVMX -1.90 0.43 2.67 11.49 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX -1.90 0.54 2.81 12.05 6.80 9.09
Harbor Target Retirement 2040 Instl HARYX -1.37 1.52 3.60 15.65 7.40 8.47
Voya Index Solution 2040 Port ADV IDXKX -1.88 1.38 4.31 15.50 7.55 9.58
Voya Index Solution 2040 Port I IDXLX -1.83 1.41 4.47 16.07 8.03 10.10
Voya Index Solution 2040 Port S IDXMX -1.90 1.41 4.35 15.79 7.77 9.83
Voya Index Solution 2040 Port S2 IDXNX -1.92 1.36 4.34 15.59 7.59 9.64
Voya Target Retirement 2040 I IRSOX -1.83 1.34 4.40 16.17 7.96 9.96
Voya Solution 2040 Port ADV ISNKX -1.81 1.46 4.58 16.16 7.86 9.91
Voya Solution 2040 Port I ISNLX -1.77 1.48 4.71 16.75 8.42 10.49
Voya Solution 2040 Port S ISNMX -1.78 1.49 4.62 16.42 8.19 10.17
Voya Solution 2040 Port S2 ISNNX -1.80 1.46 4.56 16.26 7.92 10.01
Voya Solution 2040 Port T ISNOX -1.87 1.41 4.53 15.91 7.60 9.70
JHancock Multimanager 2040 Lifetime I JHRDX -1.67 1.81 4.56 17.34 --- ---
JHancock Multimanager 2040 Lifetime A JLIAX -1.76 1.74 4.53 17.00 8.52 10.08
JHancock Multimanager 2040 Lifetime R1 JLIDX -1.68 1.82 4.46 16.67 8.19 9.76
JHancock Multimanager 2040 Lifetime R2 JLIEX -1.67 1.82 4.52 16.96 8.48 10.04
JHancock Multimanager 2040 Lifetime R3 JLIFX -1.68 1.74 4.48 16.80 8.27 9.86
JHancock Multimanager 2040 Lifetime R4 JLIGX -1.68 1.90 4.60 17.26 8.73 10.31
JHancock Multimanager 2040 Lifetime R5 JLIHX -1.67 1.89 4.61 17.49 8.93 10.53
JHancock Multimanager 2040 Lifetime R6 JLIIX -1.67 1.82 4.59 17.49 8.97 10.57
JHancock Multimanager 2040 Lifetime 1 JLIOX -1.67 1.81 4.62 17.42 8.92 10.51
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX -1.92 1.09 3.77 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX -1.88 1.14 3.88 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX -1.88 1.13 3.92 16.26 8.30 10.13
JPMorgan SmartRetirement® Blend 2040 I JOBEX -1.92 1.09 3.84 16.05 8.09 9.92
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX -1.96 1.01 3.71 15.49 7.60 9.45
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX -1.88 1.13 3.90 16.37 8.38 10.19
JHancock Multi-Index 2040 Presv 1 JRROX -1.77 1.28 3.83 14.78 7.81 9.23
JHancock Multi-Index 2040 Presv R4 JRRPX -1.82 1.21 3.77 14.59 7.68 9.07
JHancock Multi-Index 2040 Presv R1 JRRQX -1.89 1.14 3.59 13.96 7.20 8.56
JHancock Multi-Index 2040 Presv R2 JRRRX -1.83 1.21 3.68 14.30 7.42 8.78
JHancock Multi-Index 2040 Presv R6 JRRSX -1.77 1.28 3.82 14.77 7.85 9.28
JHancock Multi-Index 2040 Lifetime 1 JRTTX -1.81 1.46 4.44 16.21 8.77 ---
JHancock Multi-Index 2040 Lifetime R6 JRTWX -1.81 1.46 4.49 16.26 8.83 ---
KP Retirement Path 2040 Institutional KPRFX -1.72 1.27 4.25 16.23 8.36 ---
BlackRock LifePath® Index 2040 Inv A LIKAX -1.90 0.84 3.63 15.20 7.64 9.29
BlackRock LifePath® Index 2040 Instl LIKIX -1.89 0.83 3.69 15.44 7.91 9.56
BlackRock LifePath® Index 2040 K LIKKX -1.89 0.83 3.70 15.50 7.97 9.61
BlackRock LifePath® Dyn 2040 Investor C LPCKX -2.02 0.84 3.98 15.89 6.80 7.99
BlackRock LifePath® Dyn 2040 Investor A LPREX -1.94 1.03 4.22 16.91 7.67 8.84
BlackRock LifePath® Dyn 2040 R LPRKX -2.01 0.95 4.12 16.60 7.42 8.57
BlackRock LifePath® Dyn 2040 K LPSFX -1.93 1.05 4.30 17.35 8.18 9.41
MassMutual RetireSMART 2040 R3 MFRNX -1.58 1.63 4.37 15.34 6.76 8.33
MassMutual RetireSMART 2040 Service MFRSX -1.53 1.73 4.53 15.99 7.33 8.94
MFS® Lifetime 2040 A MLFAX -1.43 1.35 4.55 16.60 8.90 10.11
MFS® Lifetime 2040 B MLFBX -1.50 1.23 4.33 15.73 8.08 9.29
MFS® Lifetime 2040 C MLFCX -1.52 1.25 4.37 15.75 8.08 9.28
MFS® Lifetime 2040 R1 MLFEX -1.51 1.24 4.35 15.71 8.08 9.29
MFS® Lifetime 2040 R2 MLFGX -1.44 1.30 4.46 16.30 8.61 9.83
MFS® Lifetime 2040 R3 MLFHX -1.43 1.35 4.50 16.62 8.88 10.10
MFS® Lifetime 2040 I MLFIX -1.42 1.40 4.63 16.91 9.09 10.32
MFS® Lifetime 2040 R4 MLFJX -1.42 1.40 4.63 16.96 9.18 10.38
MFS® Lifetime 2040 R6 MLFKX -1.42 1.40 4.62 17.02 --- ---
MassMutual RetireSMART 2040 A MRFAX -1.55 1.67 4.40 15.60 6.95 8.52
MassMutual RetireSMART 2040 R5 MRFTX -1.54 1.74 4.51 16.07 7.42 ---
MassMutual RetireSMART 2040 I MRFUX -1.54 1.74 4.52 16.16 7.51 ---
MassMutual RetireSMART 2040 Adm MRFYX -1.61 1.66 4.43 15.81 7.19 8.81
MassMutual RetireSMART 2040 R4 MRFZX -1.56 1.76 4.46 15.74 7.05 ---
MainStay Retirement 2040 R1 MSREX -1.57 1.62 4.30 16.27 7.84 ---
MainStay Retirement 2040 R2 MSRQX -1.61 1.58 3.96 15.71 7.48 9.77
MainStay Retirement 2040 A MSRTX -1.54 1.67 4.31 16.16 7.69 9.90
MainStay Retirement 2040 Inv MSRUX -1.61 1.66 4.23 16.01 7.57 9.82
MainStay Retirement 2040 I MSRYX -1.60 1.65 4.36 16.36 7.95 10.20
MainStay Retirement 2040 R3 MSRZX -1.60 1.57 4.18 15.66 7.29 9.54
Manning & Napier Target 2040 I MTTIX -1.82 1.29 3.83 15.06 6.10 8.49
Manning & Napier Target 2040 K MTTKX -1.93 1.20 3.73 14.77 5.83 8.21
Manning & Napier Target 2040 R MTTRX -1.85 1.21 3.68 14.48 5.54 7.93
Manning & Napier Target 2040 R6 MTTZX -1.82 1.29 3.86 --- --- ---
Great-West Lifetime Cnsrv 2040 Inv MXBAX -1.92 0.77 3.66 12.99 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX -1.84 0.77 3.74 13.07 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX -1.84 0.86 3.85 13.45 --- ---
Great-West Lifetime 2040 Inv MXBDX -2.07 1.28 4.88 15.64 --- ---
Great-West Lifetime 2040 Svc MXBEX -2.06 1.19 4.79 15.46 --- ---
Great-West Lifetime 2040 L MXBFX -2.15 1.20 4.66 15.24 --- ---
Great-West Lifetime 2040 Instl MXBGX -2.06 1.28 4.91 15.88 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX -2.21 1.14 4.81 14.93 8.09 9.86
Great-West SecureFoundation® LT 2040 Svc MXESX -2.28 1.07 4.72 14.79 7.96 9.75
Great-West SecureFoundation® LT 2040 L MXLKX -2.26 1.06 4.76 14.85 8.03 9.84
State Farm LifePath 2040 B NLBOX -1.94 0.34 2.87 14.24 6.57 7.84
State Farm LifePath 2040 A NLOAX -1.99 0.34 2.83 14.22 6.82 8.28
Natixis Sustainable Future 2040 N NSFHX -0.84 2.42 4.93 --- --- ---
Nationwide Destination 2040 A NWMAX -2.03 1.09 3.97 13.74 7.41 9.32
Nationwide Destination 2040 C NWMCX -2.04 1.10 3.84 13.12 6.79 8.71
Nationwide Destination 2040 R NWMDX -2.04 1.10 3.91 13.46 7.12 9.01
Nationwide Destination 2040 R6 NWMHX -1.91 1.18 4.16 14.37 7.91 9.85
Nationwide Destination 2040 Instl Svc NWMSX -1.92 1.29 4.11 14.14 7.67 9.58
T. Rowe Price Target 2040 Advisor PAHHX -1.34 1.54 3.46 15.53 8.00 ---
T. Rowe Price Retirement 2040 Advisor PARDX -1.29 2.07 4.16 17.90 8.95 11.05
Prudential Day One 2040 R1 PDHDX -1.86 0.78 4.60 15.11 --- ---
Prudential Day One 2040 R2 PDHEX -1.94 0.78 4.57 15.39 --- ---
Prudential Day One 2040 R3 PDHFX -1.85 0.87 4.70 15.63 --- ---
Prudential Day One 2040 R4 PDHGX -1.85 0.87 4.73 15.65 --- ---
Prudential Day One 2040 R5 PDHHX -1.85 0.87 4.74 15.77 --- ---
Prudential Day One 2040 R6 PDHJX -1.85 0.87 4.80 15.47 --- ---
PIMCO RealPath™ 2040 Administrative PEOAX -1.81 0.93 3.74 13.89 5.77 5.78
Principal LifeTime Hybrid 2040 R6 PLMTX -1.86 1.17 3.74 15.50 --- ---
Principal LifeTime Hybrid 2040 Instl PLTQX -1.86 1.08 3.65 15.31 8.13 ---
PIMCO RealPath™ 2040 A POFAX -1.82 0.80 3.54 13.45 5.50 5.51
Putnam RetirementReady 2040 R6 PREHX -2.39 0.25 3.30 13.95 --- ---
PIMCO RealPath™ 2040 Institutional PROIX -1.81 0.93 3.64 14.04 6.01 6.03
Putnam RetirementReady 2040 A PRRZX -2.42 0.21 3.24 13.63 6.83 9.90
Putnam RetirementReady 2040 Y PRZZX -2.43 0.21 3.27 13.85 7.09 10.17
Principal LifeTime 2040 A PTDAX -1.82 1.49 4.10 16.55 7.29 9.23
Principal LifeTime 2040 Institutional PTDIX -1.79 1.46 4.20 16.96 7.67 9.63
Principal LifeTime 2040 J PTDJX -1.80 1.54 4.19 16.75 7.45 9.35
Principal LifeTime 2040 R3 PTDMX -1.81 1.48 4.06 16.37 7.07 9.02
Principal LifeTime 2040 R2 PTDNX -1.86 1.41 4.01 16.13 6.86 8.83
Principal LifeTime 2040 R5 PTDPX -1.79 1.47 4.14 16.66 7.42 9.37
Principal LifeTime 2040 R4 PTDSX -1.81 1.48 4.09 16.52 7.27 9.23
PIMCO RealPath Blend 2040 A PVPAX -1.83 0.85 3.69 14.40 6.87 ---
PIMCO RealPath Blend 2040 Institutional PVPNX -1.82 0.94 3.82 14.95 7.40 ---
PIMCO RealPath Blend 2040 Administrative PVPRX -1.82 0.85 3.81 14.67 7.12 ---
Principal LifeTime 2040 R1 PYASX -1.86 1.41 3.97 16.00 6.75 8.68
American Funds 2040 Trgt Date Retire R1 RAKTX -0.78 2.54 5.26 18.01 8.76 10.73
State Farm LifePath 2040 R3 RAUHX -1.95 0.33 2.83 14.17 6.94 8.43
State Farm LifePath 2040 R1 RAUOX -2.00 0.28 2.82 14.07 6.57 7.99
State Farm LifePath 2040 R2 RAUTX -1.99 0.28 2.82 14.16 6.70 8.17
American Funds 2040 Trgt Date Retire R2E RBEKX -0.77 2.53 5.29 18.36 9.16 ---
American Funds 2040 Trgt Date Retire R2 RBKTX -0.78 2.55 5.28 18.06 8.81 10.81
American Funds 2040 Trgt Date Retire R3 RCKTX -0.77 2.59 5.36 18.49 9.25 11.23
American Funds 2040 Trgt Date Retire R4 RDGTX -0.70 2.64 5.47 18.93 9.61 11.59
American Funds 2040 Trgt Date Retire R5 REGTX -0.70 2.68 5.53 19.27 9.91 11.92
American Funds 2040 Trgt Date Retire R6 RFGTX -0.70 2.69 5.53 19.31 9.99 11.99
American Funds 2040 Trgt Date Retire R5E RHGTX -0.70 2.71 5.55 19.18 --- ---
T. Rowe Price Retirement 2040 R RRTDX -1.30 2.05 4.11 17.59 8.69 10.76
State Farm LifePath 2040 Premier SAUAX -1.92 0.34 2.88 14.42 6.91 8.34
State Farm LifePath 2040 Legacy B SAUBX -1.96 0.34 2.89 14.18 6.53 7.93
State Farm LifePath 2040 Inst SAUIX -1.97 0.34 2.87 14.29 7.02 8.51
JPMorgan SmartRetirement® 2040 A SMTAX -2.19 1.24 4.03 17.01 7.70 10.21
JPMorgan SmartRetirement® 2040 C SMTCX -2.26 1.12 3.88 16.24 7.00 9.49
JPMorgan SmartRetirement® 2040 R5 SMTIX -2.18 1.28 4.12 17.28 7.96 10.48
JPMorgan SmartRetirement® 2040 R3 SMTPX -2.24 1.20 3.97 16.75 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX -2.18 1.24 4.07 17.10 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX -2.18 1.24 4.06 17.13 7.82 10.32
JPMorgan SmartRetirement® 2040 R6 SMTYX -2.18 1.28 4.10 17.34 8.04 ---
JPMorgan SmartRetirement® 2040 R2 SMTZX -2.24 1.16 3.91 16.51 7.37 9.90
State Street Target Retirement 2040 A SSCLX -2.21 0.90 4.06 16.12 7.87 ---
State Street Target Retirement 2040 I SSCNX -2.13 0.98 4.15 16.51 8.15 ---
State Street Target Retirement 2040 K SSCQX -2.21 0.90 4.06 16.40 8.15 ---
Wells Fargo Target 2040 A STFRX -2.35 0.37 3.54 12.61 6.73 8.60
BlackRock LifePath® Dyn 2040 Instl STLEX -1.94 1.05 4.26 17.18 7.94 9.10
Schwab Target 2040 SWERX -1.77 1.47 4.42 16.59 8.26 10.54
Schwab Target 2040 Index SWYGX -1.73 1.10 3.87 15.26 --- ---
ClearTrack 2040 R6 TCKTX -1.97 0.68 3.37 14.44 --- ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX -1.30 2.23 5.20 19.02 9.34 10.89
TIAA-CREF Lifecycle 2040 Institutional TCOIX -1.32 2.19 5.28 19.22 9.61 11.16
ClearTrack 2040 R1 TCRTX -2.00 0.60 3.22 13.70 --- ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX -1.32 2.28 5.26 19.32 --- ---
TIAA-CREF Lifecycle 2040 Premier TCZPX -1.32 2.19 5.24 19.12 9.45 11.01
AB Multi-Manager Select 2040 A TDJAX -1.76 1.41 4.49 17.03 8.94 ---
AB Multi-Manager Select 2040 C TDJCX -1.85 1.33 4.33 16.21 8.17 ---
AB Multi-Manager Select 2040 I TDJIX -1.79 1.43 4.57 17.29 9.22 ---
AB Multi-Manager Select 2040 K TDJKX -1.80 1.44 4.52 17.05 8.98 ---
AB Multi-Manager Select 2040 R TDJRX -1.81 1.36 4.43 16.81 8.69 ---
AB Multi-Manager Select 2040 Advisor TDJYX -1.76 1.40 4.53 17.33 9.23 ---
AB Multi-Manager Select 2040 Z TDJZX -1.72 1.44 4.62 17.35 9.22 ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX -1.62 1.63 4.61 16.69 8.68 10.78
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX -1.66 1.67 4.58 16.72 --- ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX -1.62 1.67 4.61 16.81 8.85 10.96
TIAA-CREF Lifecycle Index 2040 Retire TLZRX -1.68 1.63 4.58 16.51 8.57 10.68
Invesco Balanced-Risk Retire 2040 A TNDAX -3.49 -2.39 0.16 5.53 4.53 4.99
Invesco Balanced-Risk Retire 2040 C TNDCX -3.53 -2.55 -0.08 4.68 3.84 4.25
Invesco Balanced-Risk Retire 2040 R6 TNDFX -3.47 -2.38 0.15 5.77 4.78 5.24
Invesco Balanced-Risk Retire 2040 R5 TNDIX -3.47 -2.51 0.15 5.77 4.78 5.22
Invesco Balanced-Risk Retire 2040 R TNDRX -3.51 -2.53 0.04 5.17 4.26 4.71
Invesco Balanced-Risk Retire 2040 Y TNDYX -3.48 -2.39 0.28 5.77 4.79 5.23
1290 Retirement 2040 I TNNIX -1.43 0.45 2.75 --- --- ---
T. Rowe Price Target 2040 TRHRX -1.27 1.53 3.45 15.74 8.24 ---
T. Rowe Price Retirement I 2040 I TRPDX -1.24 2.11 4.24 18.35 --- ---
T. Rowe Price Retirement 2040 TRRDX -1.28 2.09 4.23 18.21 9.23 11.33
T. Rowe Price Target 2040 I TRXRX -1.26 1.61 3.52 16.01 --- ---
USAA Target Retirement 2040 URFRX -2.24 0.84 3.69 14.72 7.39 8.13
Vanguard Target Retirement 2040 Inv VFORX -1.76 1.57 4.66 16.91 8.53 10.69
Virtus DFA 2040 Trgt Date Retire Inc I VIDFX -1.68 1.66 4.78 15.94 --- ---
Vanguard Instl Trgt Retire 2040 Instl VIRSX -1.76 1.57 4.63 16.94 --- ---
Invesco Balanced-Risk Retire 2040 AX VRGAX -3.37 -2.40 0.16 5.54 4.53 4.97
Invesco Balanced-Risk Retire 2040 CX VRGCX -3.66 -2.68 -0.21 4.55 3.80 4.23
Invesco Balanced-Risk Retire 2040 RX VRGRX -3.51 -2.53 0.04 5.17 4.22 4.69
Virtus DFA 2040 Trgt Date Retire Inc R6 VRTRX -1.60 1.66 4.84 16.26 --- ---
Voya Index Solution 2040 Port Z VSZEX -1.83 1.46 4.52 16.32 --- ---
Virtus DFA 2040 Trgt Date Retire Inc A VTARX -1.76 1.59 4.71 15.64 --- ---
Voya Target Retirement 2040 A VTRJX -1.84 1.26 4.33 15.84 --- ---
Voya Target Retirement 2040 R6 VTRKX -1.83 1.42 4.44 16.22 --- ---
Wells Fargo Target 2040 Admin WFLWX -2.29 0.42 3.57 12.72 6.87 8.75
Wells Fargo Target 2040 R WFMRX -2.35 0.31 3.44 12.37 6.48 ---
Wells Fargo Target 2040 C WFOFX -2.38 0.34 3.41 11.83 5.95 7.81
Wells Fargo Target 2040 R6 WFOSX -2.28 0.42 3.68 13.09 7.24 9.13
Wells Fargo Dynamic Target 2040 A WTDAX -1.58 2.07 5.28 17.03 --- ---
Wells Fargo Dynamic Target 2040 C WTDCX -1.66 1.98 5.13 16.17 --- ---
Wells Fargo Dynamic Target 2040 R4 WTDEX -1.58 2.24 5.47 17.41 --- ---
Wells Fargo Dynamic Target 2040 R6 WTDFX -1.58 2.15 5.44 17.57 --- ---
Wells Fargo Target 2040 R4 WTFRX -2.28 0.42 3.61 12.96 7.09 8.97
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