Target-Date 2040: Total Returns

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Data through 11/13/2018. 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 -1.35 -2.75 -4.37 0.12 7.94 5.99
American Funds 2040 Trgt Date Retire A AAGTX -1.77 -1.64 -4.66 1.26 9.05 7.48
American Century One Choice 2040 A ARDMX -1.55 -2.34 -4.50 0.04 6.49 5.55
American Century One Choice 2040 R ARDRX -1.55 -2.56 -4.58 -0.17 6.23 5.29
American Century One Choice 2040 I ARDSX -1.54 -1.97 -4.42 0.50 6.96 6.04
American Century One Choice 2040 R6 ARDUX -1.45 -1.77 -4.39 0.66 7.10 6.18
American Century One Choice 2040 Inv ARDVX -1.54 -2.12 -4.49 0.31 6.75 5.83
American Century One Choice 2040 C ARNOX -1.63 -2.93 -4.74 -0.71 5.68 4.77
AllianzGI Retirement 2040 Administrative AVAMX -1.94 -4.86 -4.95 -2.07 7.69 4.78
AllianzGI Retirement 2040 A AVSAX -1.94 -4.90 -4.99 -2.10 7.62 4.73
AllianzGI Retirement 2040 C AVSCX -2.01 -5.51 -5.18 -2.85 6.83 3.95
AllianzGI Retirement 2040 P AVSPX -1.89 -4.62 -4.87 -1.79 7.98 5.07
AllianzGI Retirement 2040 R AVSRX -1.96 -5.20 -5.03 -2.43 7.27 4.38
AllianzGI Retirement 2040 R6 AVTIX -1.92 -4.57 -4.86 -1.69 8.09 5.17
BlackRock LifePath® Smart Beta 2040 InvA BAPHX -0.28 -3.42 -3.76 -0.71 7.67 5.35
BlackRock LifePath® Smart Beta 2040 K BIPHX -0.28 -3.12 -3.72 -0.38 8.05 5.71
BlackRock LifePath® Smart Beta 2040 Ins BLHIX -0.28 -3.30 -3.81 -0.58 7.90 5.59
BlackRock LifePath® Smart Beta 2040 R BRPHX -0.28 -3.61 -3.87 -0.95 7.44 5.10
BMO Target Retirement 2040 Y BTRMX -1.17 -2.40 -4.61 0.70 8.04 6.14
BMO Target Retirement 2040 R3 BTRPX -1.17 -2.57 -4.68 0.46 7.77 5.89
BMO Target Retirement 2040 R6 BTRQX -1.17 -2.05 -4.52 1.09 8.48 6.56
Columbia Adaptive Retirement 2040 Adv CAROX -0.40 -3.22 -4.71 -0.94 --- ---
Columbia Adaptive Retirement 2040 Inst3 CARQX -0.40 -3.22 -4.71 -0.94 --- ---
American Funds 2040 Trgt Date Retire C CCGTX -1.81 -2.20 -4.81 0.52 8.21 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX -1.59 -2.39 -4.11 0.94 8.74 ---
Fidelity Advisor Freedom® 2040 A FAFFX -1.94 -2.98 -5.24 0.08 8.55 6.58
American Funds 2040 Trgt Date Retire F1 FAUTX -1.78 -1.65 -4.68 1.25 9.02 ---
American Funds 2040 Trgt Date Retire F2 FBGTX -1.71 -1.38 -4.59 1.51 9.31 ---
Fidelity Freedom® Index 2040 Investor FBIFX -1.54 -1.70 -4.43 1.51 9.17 7.02
Fidelity Advisor Freedom® 2040 C FCFFX -2.00 -3.64 -5.39 -0.71 7.76 5.78
American Funds 2040 Trgt Date Retire F3 FCGTX -1.70 -1.32 -4.58 1.62 --- ---
Fidelity Flex Freedom 2040 FCLSX -2.24 -2.86 -5.18 0.52 --- ---
Fidelity Freedom® 2040 FFFFX -2.24 -3.49 -5.37 -0.24 8.82 7.01
Fidelity Freedom® Index 2040 Instl Prem FFIZX -1.49 -1.64 -4.38 1.55 9.23 ---
Fidelity Freedom® Blnd 2040 FHARX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 A FHDEX -1.90 --- --- --- --- ---
Fidelity Freedom® Blnd 2040 K6 FHHDX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z FHHFX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 I FHJFX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z6 FHOCX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 M FHOEX -1.90 --- --- --- --- ---
Fidelity Freedom® 2040 K6 FHTKX -2.24 -3.32 -5.28 -0.02 --- ---
Fidelity Freedom® Blnd 2040 K FHYDX -1.89 --- --- --- --- ---
Fidelity Advisor Freedom® Blnd 2040 C FHZEX -1.90 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX -1.93 -2.77 -5.20 0.31 8.81 6.84
Fidelity Advisor Freedom® 2040 Z FIJPX -1.86 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 Z6 FKGLX -1.93 -2.58 -5.08 0.56 --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX -1.33 -1.55 -3.18 0.73 6.28 5.07
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX -1.43 -2.22 -3.42 -0.02 5.49 4.32
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX -1.40 -1.36 -3.13 1.05 6.58 5.41
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX -1.41 -1.83 -3.23 0.48 6.03 4.85
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX -1.40 -1.47 -3.24 0.88 6.52 5.34
Fidelity Freedom® 2040 K FSNVX -2.14 -3.39 -5.28 -0.12 --- ---
Fidelity Advisor Freedom® 2040 M FTFFX -1.95 -3.19 -5.27 -0.22 8.30 6.30
Goldman Sachs Target Date 2040 A GTAMX -1.31 -2.06 -3.32 0.30 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX -1.30 -1.73 -3.20 0.78 --- ---
Goldman Sachs Target Date 2040 Inv GTMMX -1.20 -1.74 -3.21 0.64 --- ---
Goldman Sachs Target Date 2040 R GTRMX -1.32 -2.28 -3.43 0.08 --- ---
Goldman Sachs Target Date 2040 Svc GTVMX -1.31 -2.17 -3.32 0.21 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX -1.30 -1.62 -3.19 0.79 7.22 6.28
Harbor Target Retirement 2040 Instl HARYX -1.66 -3.69 -5.64 -1.30 6.87 5.07
Voya Index Solution 2040 Port ADV IDXKX -1.37 -2.72 -4.01 0.23 7.78 5.98
Voya Index Solution 2040 Port I IDXLX -1.40 -2.36 -3.91 0.72 8.32 6.49
Voya Index Solution 2040 Port S IDXMX -1.40 -2.55 -3.98 0.46 8.04 6.22
Voya Index Solution 2040 Port S2 IDXNX -1.42 -2.66 -4.03 0.33 7.90 6.06
Voya Target Retirement 2040 I IRSOX -1.29 -3.31 -4.14 -0.16 7.86 6.21
Voya Solution 2040 Port ADV ISNKX -1.50 -4.26 -4.74 -1.14 7.17 6.09
Voya Solution 2040 Port I ISNLX -1.46 -3.86 -4.62 -0.63 7.70 6.64
Voya Solution 2040 Port S ISNMX -1.48 -4.07 -4.66 -0.88 7.43 6.34
Voya Solution 2040 Port S2 ISNNX -1.50 -4.17 -4.73 -1.00 7.26 6.19
Voya Solution 2040 Port T ISNOX -1.51 -4.42 -4.75 -1.30 6.94 5.88
JHancock Multimanager 2040 Lifetime I JHRDX -1.76 -3.29 -5.02 -0.46 8.53 ---
JHancock Multimanager 2040 Lifetime A JLIAX -1.77 -3.56 -5.13 -0.75 8.21 6.22
JHancock Multimanager 2040 Lifetime R1 JLIDX -1.78 -3.73 -5.15 -1.01 7.88 5.91
JHancock Multimanager 2040 Lifetime R2 JLIEX -1.77 -3.63 -5.12 -0.84 8.11 6.16
JHancock Multimanager 2040 Lifetime R3 JLIFX -1.78 -3.73 -5.15 -0.99 7.97 6.00
JHancock Multimanager 2040 Lifetime R4 JLIGX -1.68 -3.31 -5.04 -0.52 8.39 6.43
JHancock Multimanager 2040 Lifetime R5 JLIHX -1.76 -3.21 -5.01 -0.40 8.59 6.64
JHancock Multimanager 2040 Lifetime R6 JLIIX -1.68 -3.14 -4.94 -0.26 8.66 6.71
JHancock Multimanager 2040 Lifetime 1 JLIOX -1.76 -3.22 -5.02 -0.39 8.60 6.65
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX -1.09 -3.52 -4.14 -0.71 --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX -1.05 -3.31 -4.08 -0.47 --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX -1.05 -3.23 -4.04 -0.36 8.30 6.65
JPMorgan SmartRetirement® Blend 2040 I JOBEX -1.05 -3.31 -4.07 -0.47 8.13 6.46
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX -1.09 -3.77 -4.21 -0.98 7.62 5.98
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX -1.05 -3.13 -4.01 -0.23 8.41 6.73
JHancock Multi-Index 2040 Presv 1 JRROX -1.23 -2.09 -3.65 0.50 8.30 6.28
JHancock Multi-Index 2040 Presv R4 JRRPX -1.22 -2.22 -3.64 0.39 8.19 6.15
JHancock Multi-Index 2040 Presv R1 JRRQX -1.30 -2.69 -3.79 -0.21 7.64 5.65
JHancock Multi-Index 2040 Presv R2 JRRRX -1.30 -2.49 -3.79 0.01 7.94 5.86
JHancock Multi-Index 2040 Presv R6 JRRSX -1.23 -2.03 -3.59 0.55 8.36 6.34
JHancock Multi-Index 2040 Lifetime 1 JRTTX -1.23 -2.44 -4.08 0.58 9.20 7.02
JHancock Multi-Index 2040 Lifetime R6 JRTWX -1.15 -2.36 -4.07 0.71 9.25 7.08
KP Retirement Path 2040 Institutional KPRFX -1.36 -2.11 -4.30 1.02 8.41 ---
BlackRock LifePath® Index 2040 Inv A LIKAX -0.79 -2.22 -3.79 0.70 8.36 6.40
BlackRock LifePath® Index 2040 Instl LIKIX -0.71 -2.04 -3.72 0.95 8.63 6.68
BlackRock LifePath® Index 2040 K LIKKX -0.71 -2.00 -3.71 1.00 8.68 6.73
BlackRock LifePath® Index 2040 Inv P LIKPX -0.72 --- -3.74 --- --- ---
BlackRock LifePath® Dyn 2040 Investor C LPCKX -1.05 -2.72 -3.92 0.25 7.90 5.32
BlackRock LifePath® Dyn 2040 Investor A LPREX -0.95 -1.97 -3.64 1.13 8.78 6.15
BlackRock LifePath® Dyn 2040 R LPRKX -0.93 -2.16 -3.70 0.86 8.54 5.91
BlackRock LifePath® Dyn 2040 K LPSFX -0.86 -1.57 -3.54 1.60 9.28 6.70
MassMutual RetireSMART by JPM 2040 R3 MFRNX -1.34 -3.03 -4.81 -0.26 6.98 4.81
MassMutual RetireSMART by JPM 2040 Svc MFRSX -1.30 -2.64 -4.65 0.19 7.52 5.35
MFS® Lifetime 2040 A MLFAX -1.72 -2.14 -4.65 1.14 8.84 6.57
MFS® Lifetime 2040 B MLFBX -1.81 -2.84 -4.89 0.33 7.99 5.76
MFS® Lifetime 2040 C MLFCX -1.77 -2.81 -4.89 0.37 8.02 5.76
MFS® Lifetime 2040 R1 MLFEX -1.81 -2.85 -4.91 0.33 8.00 5.76
MFS® Lifetime 2040 R2 MLFGX -1.74 -2.41 -4.76 0.83 8.53 6.29
MFS® Lifetime 2040 R3 MLFHX -1.72 -2.14 -4.66 1.15 8.82 6.56
MFS® Lifetime 2040 I MLFIX -1.71 -1.95 -4.62 1.36 9.00 6.78
MFS® Lifetime 2040 R4 MLFJX -1.71 -2.01 -4.67 1.36 9.07 6.82
MFS® Lifetime 2040 R6 MLFKX -1.65 -1.82 -4.61 1.54 --- ---
MassMutual Select TRP Retirement 2040 I MMFOX -1.59 --- -4.99 --- --- ---
MassMutual Select TRP Retirement 2040 M5 MMFPX -1.59 --- -5.00 --- --- ---
MassMutual Select TRP Retirement 2040 M4 MMFQX -1.66 --- -5.07 --- --- ---
MassMutual Select TRP Retirement 2040 M3 MMFRX -1.66 --- -5.08 --- --- ---
MassMutual RetireSMART by JPM 2040 A MRFAX -1.24 -2.89 -4.70 -0.06 7.15 4.99
MassMutual RetireSMART by JPM 2040 R5 MRFTX -1.30 -2.49 -4.66 0.39 7.63 ---
MassMutual RetireSMART by JPM 2040 I MRFUX -1.30 -2.42 -4.65 0.40 7.72 ---
MassMutual RetireSMART by JPM 2040 Adm MRFYX -1.30 -2.72 -4.74 0.15 7.40 5.24
MassMutual RetireSMART by JPM 2040 R4 MRFZX -1.25 -2.76 -4.73 -0.03 7.24 ---
MainStay Retirement 2040 R1 MSREX -1.65 -3.49 -5.41 -0.63 7.24 ---
MainStay Retirement 2040 R2 MSRQX -1.61 -3.66 -5.39 -1.08 6.92 5.67
MainStay Retirement 2040 A MSRTX -1.62 -3.51 -5.41 -0.77 7.12 5.82
MainStay Retirement 2040 Inv MSRUX -1.61 -3.57 -5.38 -0.82 7.00 5.72
MainStay Retirement 2040 I MSRYX -1.68 -3.39 -5.35 -0.58 7.35 6.08
MainStay Retirement 2040 R3 MSRZX -1.69 -3.87 -5.51 -1.16 6.70 5.45
Manning & Napier Target 2040 I MTTIX -1.77 -0.93 -4.58 1.86 7.69 5.35
Manning & Napier Target 2040 K MTTKX -1.78 -1.16 -4.71 1.62 7.43 5.07
Manning & Napier Target 2040 R MTTRX -1.80 -1.29 -4.66 1.43 7.15 4.81
Manning & Napier Target 2040 R6 MTTZX -1.77 -0.77 -4.58 2.05 --- ---
Great-West Lifetime Cnsrv 2040 Inv MXBAX -0.99 -2.72 -3.83 -0.36 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX -0.99 -2.85 -3.86 -0.42 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX -0.99 -2.41 -3.74 -0.03 --- ---
Great-West Lifetime 2040 Inv MXBDX -1.26 -3.25 -4.89 -0.49 --- ---
Great-West Lifetime 2040 Svc MXBEX -1.26 -3.35 -4.87 -0.50 --- ---
Great-West Lifetime 2040 L MXBFX -1.26 -3.43 -4.90 -0.70 --- ---
Great-West Lifetime 2040 Instl MXBGX -1.25 -2.93 -4.73 -0.13 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX -1.30 -2.85 -4.72 0.17 8.26 6.17
Great-West SecureFoundation® LT 2040 Svc MXESX -1.29 -2.95 -4.72 0.05 8.14 6.08
Great-West SecureFoundation® LT 2040 L MXLKX -1.28 -2.97 -4.76 0.07 8.22 6.15
State Farm LifePath 2040 B NLBOX -0.81 -2.55 -3.86 0.02 7.89 5.31
State Farm LifePath 2040 A NLOAX -0.81 -2.54 -3.85 0.05 7.98 5.65
Natixis Sustainable Future 2040 N NSFHX -0.52 -0.35 -3.78 2.54 --- ---
Nationwide Destination 2040 A NWMAX -1.42 -2.83 -4.50 0.22 7.72 5.61
Nationwide Destination 2040 C NWMCX -1.43 -3.17 -4.65 -0.26 7.14 5.03
Nationwide Destination 2040 R NWMDX -1.33 -2.93 -4.49 0.05 7.44 5.33
Nationwide Destination 2040 R6 NWMHX -1.31 -2.35 -4.34 0.81 8.23 6.13
Nationwide Destination 2040 Instl Svc NWMSX -1.42 -2.54 -4.51 0.46 7.95 5.84
T. Rowe Price Target 2040 Advisor PAHHX -1.40 -2.84 -4.31 -0.77 7.60 6.23
T. Rowe Price Retirement 2040 Advisor PARDX -1.61 -2.78 -4.86 -0.50 8.53 6.91
Prudential Day One 2040 R1 PDHDX -1.57 -2.43 -4.01 0.65 --- ---
Prudential Day One 2040 R2 PDHEX -1.57 -2.25 -4.00 0.80 --- ---
Prudential Day One 2040 R3 PDHFX -1.57 -2.08 -3.99 1.02 --- ---
Prudential Day One 2040 R4 PDHGX -1.48 -1.91 -3.90 1.22 --- ---
Prudential Day One 2040 R5 PDHHX -1.57 -1.91 -3.90 1.24 --- ---
Prudential Day One 2040 R6 PDHJX -1.56 -1.82 -3.90 1.38 --- ---
PIMCO RealPath™ 2040 Administrative PEOAX -1.23 -3.34 -4.11 -0.52 7.47 4.46
Principal LifeTime Hybrid 2040 J PHJEX -1.52 --- -4.83 --- --- ---
Invesco Peak Retirement 2040 A PKKGX -1.22 -3.20 -3.87 --- --- ---
Invesco Peak Retirement 2040 C PKKHX -1.33 -3.80 -4.09 --- --- ---
Invesco Peak Retirement 2040 Y PKKIX -1.22 -3.00 -3.87 --- --- ---
Invesco Peak Retirement 2040 R PKKJX -1.23 -3.40 -3.98 --- --- ---
Invesco Peak Retirement 2040 R5 PKKKX -1.22 -3.00 -3.87 --- --- ---
Invesco Peak Retirement 2040 R6 PKKLX -1.22 -3.00 -3.87 --- --- ---
Principal LifeTime Hybrid 2040 R6 PLMTX -1.52 -2.75 -4.81 0.05 8.20 ---
Principal LifeTime Hybrid 2040 Instl PLTQX -1.52 -2.75 -4.82 0.05 8.17 ---
PIMCO RealPath™ 2040 A POFAX -1.24 -3.42 -4.02 -0.67 7.27 4.23
Putnam RetirementReady 2040 R6 PREHX -1.51 -2.70 -4.10 0.33 --- ---
PIMCO RealPath™ 2040 Institutional PROIX -1.23 -3.16 -4.06 -0.44 7.71 4.68
Putnam RetirementReady 2040 A PRRZX -1.54 -2.99 -4.19 -0.01 6.88 6.36
Putnam RetirementReady 2040 Y PRZZX -1.51 -2.78 -4.11 0.22 7.15 6.62
Principal LifeTime 2040 A PTDAX -1.51 -2.59 -4.69 0.23 7.36 5.83
Principal LifeTime 2040 Institutional PTDIX -1.54 -2.36 -4.66 0.52 7.75 6.22
Principal LifeTime 2040 J PTDJX -1.56 -2.44 -4.71 0.36 7.52 5.95
Principal LifeTime 2040 R3 PTDMX -1.57 -2.77 -4.79 -0.05 7.12 5.61
Principal LifeTime 2040 R2 PTDNX -1.63 -2.95 -4.85 -0.21 6.95 5.43
Principal LifeTime 2040 R5 PTDPX -1.55 -2.56 -4.69 0.32 7.47 5.95
Principal LifeTime 2040 R4 PTDSX -1.56 -2.64 -4.72 0.17 7.33 5.81
PIMCO RealPath Blend 2040 A PVPAX -1.05 -3.08 -3.88 -0.26 8.06 ---
PIMCO RealPath Blend 2040 Institutional PVPNX -1.13 -2.69 -3.79 0.17 8.60 ---
PIMCO RealPath Blend 2040 Administrative PVPRX -1.05 -2.93 -3.84 0.01 8.35 ---
Principal LifeTime 2040 R1 PYASX -1.63 -3.08 -4.85 -0.33 6.78 5.29
American Funds 2040 Trgt Date Retire R1 RAKTX -1.81 -2.27 -4.82 0.52 8.18 6.62
State Farm LifePath 2040 R3 RAUHX -0.79 -2.60 -3.88 -0.01 8.04 5.76
State Farm LifePath 2040 R1 RAUOX -0.81 -2.61 -3.86 0.03 7.80 5.40
State Farm LifePath 2040 R2 RAUTX -0.75 -2.60 -3.85 0.03 7.91 5.55
American Funds 2040 Trgt Date Retire R2E RBEKX -1.74 -2.00 -4.73 0.84 8.58 ---
American Funds 2040 Trgt Date Retire R2 RBKTX -1.82 -2.28 -4.83 0.46 8.23 6.68
American Funds 2040 Trgt Date Retire R3 RCKTX -1.79 -1.86 -4.71 0.93 8.71 7.12
American Funds 2040 Trgt Date Retire R4 RDGTX -1.78 -1.65 -4.67 1.27 9.03 7.46
American Funds 2040 Trgt Date Retire R5 REGTX -1.76 -1.37 -4.61 1.56 9.36 7.78
American Funds 2040 Trgt Date Retire R6 RFGTX -1.70 -1.31 -4.57 1.62 9.41 7.83
American Funds 2040 Trgt Date Retire R5E RHGTX -1.71 -1.39 -4.60 1.47 --- ---
T. Rowe Price Retirement 2040 R RRTDX -1.63 -2.98 -4.93 -0.73 8.26 6.64
State Farm LifePath 2040 Premier SAUAX -0.80 -2.47 -3.83 0.16 8.11 5.72
State Farm LifePath 2040 Legacy B SAUBX -0.80 -2.57 -3.86 0.03 7.80 5.37
State Farm LifePath 2040 Inst SAUIX -0.80 -2.52 -3.81 0.06 8.12 5.82
JPMorgan SmartRetirement® 2040 A SMTAX -1.43 -4.78 -4.84 -1.90 7.35 6.16
JPMorgan SmartRetirement® 2040 C SMTCX -1.45 -5.28 -4.96 -2.48 6.68 5.49
JPMorgan SmartRetirement® 2040 R5 SMTIX -1.38 -4.50 -4.75 -1.61 7.62 6.44
JPMorgan SmartRetirement® 2040 R3 SMTPX -1.43 -4.86 -4.83 -2.00 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX -1.43 -4.68 -4.80 -1.80 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX -1.43 -4.64 -4.79 -1.73 7.49 6.29
JPMorgan SmartRetirement® 2040 R6 SMTYX -1.38 -4.43 -4.72 -1.50 7.72 ---
JPMorgan SmartRetirement® 2040 R2 SMTZX -1.44 -5.06 -4.87 -2.22 7.02 5.85
State Street Target Retirement 2040 I SSCNX -1.49 -3.18 -4.81 0.10 8.48 ---
State Street Target Retirement 2040 K SSCQX -1.49 -3.18 -4.81 0.10 8.49 ---
Wells Fargo Target 2040 A STFRX -0.25 -2.17 -3.07 1.21 7.75 5.55
BlackRock LifePath® Dyn 2040 Instl STLEX -0.92 -1.77 -3.61 1.35 9.03 6.41
Schwab Target 2040 SWERX -1.63 -3.66 -5.33 -0.57 7.58 6.42
Schwab Target 2040 Index SWYGX -1.11 -1.70 -3.82 1.26 --- ---
ClearTrack 2040 R6 TCKTX -1.20 -3.04 -4.17 -0.19 7.84 ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX -2.39 -3.24 -5.67 -0.17 8.53 6.71
TIAA-CREF Lifecycle 2040 Institutional TCOIX -2.39 -3.01 -5.59 0.19 8.82 6.98
ClearTrack 2040 R1 TCRTX -1.31 -3.58 -4.32 -0.81 7.01 ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX -2.39 -3.01 -5.60 0.08 --- ---
TIAA-CREF Lifecycle 2040 Premier TCZPX -2.40 -3.20 -5.61 -0.05 8.62 6.81
AB Multi-Manager Select 2040 A TDJAX -1.44 -3.47 -4.19 -0.29 8.27 ---
AB Multi-Manager Select 2040 C TDJCX -1.45 -4.00 -4.32 -0.91 7.47 ---
AB Multi-Manager Select 2040 I TDJIX -1.46 -3.28 -4.09 -0.04 8.52 ---
AB Multi-Manager Select 2040 K TDJKX -1.38 -3.39 -4.12 -0.21 8.27 ---
AB Multi-Manager Select 2040 R TDJRX -1.47 -3.65 -4.22 -0.47 8.03 ---
AB Multi-Manager Select 2040 Advisor TDJYX -1.43 -3.30 -4.09 0.01 8.51 ---
AB Multi-Manager Select 2040 Z TDJZX -1.38 -3.22 -4.11 0.07 8.54 ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX -1.42 -1.47 -4.01 1.63 8.98 7.12
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX -1.42 -1.37 -4.04 1.66 --- ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX -1.41 -1.32 -3.99 1.74 9.16 7.27
TIAA-CREF Lifecycle Index 2040 Retire TLZRX -1.43 -1.53 -4.02 1.53 8.89 7.01
Invesco Balanced-Risk Retire 2040 A TNDAX -2.27 -7.68 -5.42 -5.62 5.62 3.71
Invesco Balanced-Risk Retire 2040 C TNDCX -2.44 -8.28 -5.51 -6.32 4.89 2.99
Invesco Balanced-Risk Retire 2040 R6 TNDFX -2.38 -7.53 -5.39 -5.48 5.83 3.97
Invesco Balanced-Risk Retire 2040 R5 TNDIX -2.38 -7.64 -5.39 -5.48 5.83 3.94
Invesco Balanced-Risk Retire 2040 R TNDRX -2.42 -7.97 -5.46 -5.90 5.31 3.45
Invesco Balanced-Risk Retire 2040 Y TNDYX -2.39 -7.54 -5.40 -5.37 5.83 3.95
1290 Retirement 2040 I TNNIX 0.18 -0.36 -2.58 2.29 --- ---
T. Rowe Price Target 2040 TRHRX -1.32 -2.60 -4.22 -0.46 7.90 6.52
T. Rowe Price Retirement I 2040 I TRPDX -1.52 -2.48 -4.78 -0.15 8.94 ---
T. Rowe Price Retirement 2040 TRRDX -1.56 -2.57 -4.81 -0.20 8.81 7.17
T. Rowe Price Target 2040 I TRXRX -1.32 -2.45 -4.14 -0.31 --- ---
USAA Target Retirement 2040 URFRX -1.08 -4.00 -3.80 -1.16 7.44 5.02
Vanguard Target Retirement 2040 Inv VFORX -1.47 -2.46 -4.28 0.68 8.73 6.88
Vanguard Instl Trgt Retire 2040 Instl VIRSX -1.45 -2.41 -4.24 0.70 8.78 ---
Invesco Balanced-Risk Retire 2040 AX VRGAX -2.27 -7.69 -5.30 -5.63 5.57 3.71
Invesco Balanced-Risk Retire 2040 CX VRGCX -2.45 -8.42 -5.65 -6.34 4.85 2.97
Invesco Balanced-Risk Retire 2040 RX VRGRX -2.42 -7.97 -5.46 -5.90 5.31 3.44
Voya Target Retirement 2040 R VRRKX -1.38 --- -4.32 --- --- ---
Voya Index Solution 2040 Port Z VSZEX -1.39 -2.16 -3.89 0.91 8.49 ---
Voya Target Retirement 2040 A VTRJX -1.29 -3.56 -4.24 -0.41 --- ---
Voya Target Retirement 2040 R6 VTRKX -1.29 -3.24 -4.15 -0.13 --- ---
Wells Fargo Target 2040 Admin WFLWX -0.25 -2.05 -3.04 1.31 7.86 5.69
Wells Fargo Target 2040 R WFMRX -0.25 -2.41 -3.13 0.92 7.50 5.30
Wells Fargo Target 2040 C WFOFX -0.28 -2.78 -3.24 0.45 6.95 4.77
Wells Fargo Target 2040 R6 WFOSX -0.18 -1.81 -2.97 1.66 8.25 6.06
Wells Fargo Dynamic Target 2040 A WTDAX -0.52 -0.09 -3.18 3.23 --- ---
Wells Fargo Dynamic Target 2040 C WTDCX -0.61 -0.78 -3.44 2.37 --- ---
Wells Fargo Dynamic Target 2040 R4 WTDEX -0.51 0.17 -3.16 3.52 --- ---
Wells Fargo Dynamic Target 2040 R6 WTDFX -0.51 0.26 -3.16 3.66 --- ---
Wells Fargo Target 2040 R4 WTFRX -0.24 -1.92 -3.03 1.52 8.07 5.89
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