Target-Date 2040: Total Returns

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Data through 8/22/2017. 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 -0.51 10.91 2.37 11.87 5.34 9.06
American Funds 2040 Trgt Date Retire A AAGTX -0.83 12.34 2.57 12.84 6.86 11.26
American Century One Choice 2040 A ARDMX -0.45 9.04 1.92 9.49 5.04 8.72
American Century One Choice 2040 R ARDRX -0.45 8.87 1.92 9.22 4.80 8.45
American Century One Choice 2040 I ARDSX -0.37 9.37 2.07 10.05 5.54 9.21
American Century One Choice 2040 R6 ARDUX -0.50 9.34 2.03 10.08 5.62 ---
American Century One Choice 2040 Inv ARDVX -0.45 9.20 2.00 9.75 5.30 8.98
American Century One Choice 2040 C ARNOX -0.53 8.53 1.77 8.68 4.27 7.91
AllianzGI Retirement 2040 Administrative AVAMX -0.40 12.41 3.44 14.58 4.77 6.93
AllianzGI Retirement 2040 A AVSAX -0.40 12.35 3.39 14.47 4.73 6.89
AllianzGI Retirement 2040 C AVSCX -0.45 11.82 3.24 13.62 3.96 6.10
AllianzGI Retirement 2040 P AVSPX -0.35 12.62 3.52 14.85 5.07 7.24
AllianzGI Retirement 2040 R AVSRX -0.45 12.07 3.34 14.06 4.37 6.53
AllianzGI Retirement 2040 R6 AVTIX -0.39 12.64 3.51 14.92 5.16 7.32
BlackRock LifePath® Smart Beta 2040 InvA BAPHX -0.38 10.63 3.01 12.23 4.93 8.47
BlackRock LifePath® Smart Beta 2040 K BIPHX -0.28 10.95 3.07 12.62 5.30 8.86
BlackRock LifePath® Smart Beta 2040 Ins BLHIX -0.37 10.73 3.07 12.39 5.15 ---
BlackRock LifePath® Smart Beta 2040 R BRPHX -0.38 10.34 2.92 11.82 4.65 8.20
BMO Target Retirement 2040 Y BTRMX -0.69 12.02 2.23 12.97 5.36 ---
BMO Target Retirement 2040 R3 BTRPX -0.69 11.89 2.23 12.65 5.11 ---
BMO Target Retirement 2040 R6 BTRQX -0.61 12.33 2.41 13.36 5.77 ---
American Funds 2040 Trgt Date Retire C CCGTX -0.84 11.79 2.32 11.95 6.05 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX -0.44 11.47 2.69 13.49 --- ---
Fidelity Advisor Freedom® 2040 A FAFFX -0.52 12.65 2.50 14.23 6.32 9.47
American Funds 2040 Trgt Date Retire F1 FAUTX -0.76 12.40 2.58 12.82 6.84 ---
American Funds 2040 Trgt Date Retire F2 FBGTX -0.76 12.51 2.64 13.10 7.13 ---
Fidelity Freedom® Index 2040 Investor FBIFX -0.56 11.31 2.66 13.19 6.19 9.28
Fidelity Advisor Freedom® 2040 C FCFFX -0.67 12.10 2.28 13.34 5.52 8.64
American Funds 2040 Trgt Date Retire F3 FCGTX -0.76 --- 2.64 --- --- ---
Fidelity® Multi-Manager 2040 FEWPX -0.50 12.74 3.01 15.10 6.36 ---
Fidelity Freedom® 2040 FFFFX -0.49 13.05 2.72 14.95 7.05 10.04
Fidelity Freedom® Index 2040 Instl Prem FFIZX -0.56 11.26 2.66 13.26 --- ---
Fidelity Freedom K® 2040 FFKFX -0.58 13.11 2.75 14.96 7.13 10.13
Fidelity Freedom® 2040 K6 FHTKX -0.49 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX -0.59 12.80 2.49 14.42 6.56 9.72
Fidelity® Multi-Manager 2040 L FJMVX -0.50 12.74 3.01 15.07 6.33 ---
Fidelity Advisor Freedom® 2040 Z6 FKGLX -0.52 --- --- --- --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX -0.40 11.50 2.65 11.31 4.14 ---
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX -0.49 10.93 2.44 10.51 3.41 ---
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX -0.40 11.71 2.71 11.70 4.47 ---
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX -0.40 11.35 2.57 11.09 3.93 ---
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX -0.40 11.72 2.72 11.60 4.43 ---
Fidelity® Multi-Manager 2040 N FMJKX -0.50 12.58 2.93 14.81 6.07 ---
Fidelity Freedom® 2040 K FSNVX -0.59 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 M FTFFX -0.59 12.43 2.37 13.87 6.03 9.18
Goldman Sachs Target Date 2040 A GTAMX -0.40 8.45 1.83 6.80 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX -0.30 8.78 1.93 7.25 --- ---
Goldman Sachs Target Date 2040 IR GTMMX -0.30 8.67 1.93 7.09 --- ---
Goldman Sachs Target Date 2040 R GTRMX -0.40 8.23 1.73 6.48 --- ---
Goldman Sachs Target Date 2040 Service GTVMX -0.40 8.34 1.73 6.64 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX -0.40 8.78 1.93 9.78 6.05 9.23
Harbor Target Retirement 2040 Inv HABBX -0.89 11.63 2.06 11.69 5.04 8.86
Harbor Target Retirement 2040 Instl HARYX -0.89 11.64 2.06 11.57 5.04 8.87
Harbor Target Retirement 2040 Admin HARZX -0.89 11.63 2.06 11.69 5.04 8.86
Voya Index Solution 2040 Port ADV IDXKX -0.57 10.42 2.28 11.65 5.25 9.63
Voya Index Solution 2040 Port I IDXLX -0.48 10.83 2.45 12.29 5.75 10.17
Voya Index Solution 2040 Port S IDXMX -0.54 10.68 2.32 11.98 5.48 9.88
Voya Index Solution 2040 Port S2 IDXNX -0.57 10.56 2.33 11.87 5.31 9.72
Voya Target Retirement 2040 I IRSOX -0.56 11.10 2.48 12.49 5.77 ---
Voya Solution 2040 Port ADV ISNKX -0.52 11.38 2.37 12.69 5.73 9.80
Voya Solution 2040 Port I ISNLX -0.57 11.68 2.44 13.20 6.31 10.36
Voya Solution 2040 Port S ISNMX -0.53 11.52 2.38 12.90 6.01 10.03
Voya Solution 2040 Port S2 ISNNX -0.55 11.42 2.39 12.81 5.85 9.87
Voya Solution 2040 Port T ISNOX -0.57 11.26 2.32 12.42 5.54 9.58
JHancock Multimanager 2040 Lifetime I JHRDX -0.57 12.50 2.77 14.45 --- ---
JHancock Multimanager 2040 Lifetime A JLIAX -0.65 12.27 2.70 14.08 5.84 10.06
JHancock Multimanager 2040 Lifetime R1 JLIDX -0.57 12.11 2.62 13.75 5.53 9.74
JHancock Multimanager 2040 Lifetime R2 JLIEX -0.57 12.24 2.69 14.05 5.80 10.02
JHancock Multimanager 2040 Lifetime R3 JLIFX -0.66 12.12 2.62 13.88 5.62 9.86
JHancock Multimanager 2040 Lifetime R4 JLIGX -0.65 12.36 2.70 14.27 6.02 10.29
JHancock Multimanager 2040 Lifetime R5 JLIHX -0.57 12.59 2.77 14.62 6.24 10.52
JHancock Multimanager 2040 Lifetime R6 JLIIX -0.57 12.62 2.77 14.60 6.30 10.57
JHancock Multimanager 2040 Lifetime 1 JLIOX -0.57 12.60 2.77 14.63 6.27 10.53
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX -0.45 --- --- --- --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX -0.40 --- --- --- --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX -0.36 11.54 2.77 12.54 6.31 10.14
JPMorgan SmartRetirement® Blend 2040 I JOBEX -0.40 11.41 2.74 12.38 6.11 9.92
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX -0.45 11.09 2.61 11.84 5.65 9.46
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX -0.40 11.59 2.80 12.65 6.38 10.19
JHancock Multi-Index 2040 Presv 1 JRROX -0.33 10.55 2.60 12.36 5.83 9.18
JHancock Multi-Index 2040 Presv R4 JRRPX -0.33 10.43 2.59 12.17 5.70 9.02
JHancock Multi-Index 2040 Presv R1 JRRQX -0.40 10.07 2.39 11.61 5.22 ---
JHancock Multi-Index 2040 Presv R2 JRRRX -0.33 10.31 2.53 12.05 5.44 ---
JHancock Multi-Index 2040 Presv R6 JRRSX -0.40 10.49 2.61 12.35 5.86 ---
JHancock Multi-Index 2040 Lifetime 1 JRTTX -0.41 11.37 2.70 13.62 6.57 ---
JHancock Multi-Index 2040 Lifetime R6 JRTWX -0.49 11.26 2.70 13.68 6.59 ---
KP Retirement Path 2040 Institutional KPRFX -0.52 11.56 2.61 13.20 5.92 ---
BlackRock LifePath® Index 2040 Inv A LIKAX -0.37 11.26 2.65 11.37 5.83 9.28
BlackRock LifePath® Index 2040 Instl LIKIX -0.29 11.45 2.79 11.68 6.13 9.55
BlackRock LifePath® Index 2040 K LIKKX -0.29 11.47 2.80 11.74 6.18 9.60
BlackRock LifePath® Dyn 2040 Investor C LPCKX -0.45 10.83 2.32 11.12 4.24 7.45
BlackRock LifePath® Dyn 2040 Investor A LPREX -0.42 11.40 2.50 12.03 5.06 8.28
BlackRock LifePath® Dyn 2040 R LPRKX -0.39 11.23 2.47 11.82 4.84 8.03
BlackRock LifePath® Dyn 2040 K LPSFX -0.33 11.73 2.68 12.56 5.62 8.87
MassMutual RetireSMART 2040 R3 MFRNX -0.56 10.27 2.13 11.72 4.04 8.37
MassMutual RetireSMART 2040 Service MFRSX -0.46 10.67 2.31 12.32 4.58 9.00
MFS Lifetime 2040 A MLFAX -0.57 11.56 2.56 12.01 6.37 10.27
MFS Lifetime 2040 B MLFBX -0.64 10.99 2.39 11.13 5.55 9.45
MFS Lifetime 2040 C MLFCX -0.65 10.97 2.35 11.14 5.55 9.44
MFS Lifetime 2040 R1 MLFEX -0.65 10.96 2.40 11.14 5.54 9.44
MFS Lifetime 2040 R2 MLFGX -0.58 11.36 2.51 11.71 6.07 10.00
MFS Lifetime 2040 R3 MLFHX -0.57 11.57 2.56 12.01 6.34 10.28
MFS Lifetime 2040 I MLFIX -0.57 11.73 2.61 12.03 6.52 10.50
MFS Lifetime 2040 R4 MLFJX -0.51 11.78 2.67 12.25 6.62 10.55
MFS Lifetime 2040 R6 MLFKX -0.57 11.77 2.67 --- --- ---
MassMutual RetireSMART 2040 A MRFAX -0.55 10.42 2.17 11.90 4.21 8.57
MassMutual RetireSMART 2040 R5 MRFTX -0.54 10.69 2.31 12.48 4.69 ---
MassMutual RetireSMART 2040 I MRFUX -0.46 10.78 2.31 12.57 4.78 ---
MassMutual RetireSMART 2040 Adm MRFYX -0.47 10.61 2.31 12.25 4.47 8.89
MassMutual RetireSMART 2040 R4 MRFZX -0.55 10.49 2.18 12.05 4.30 ---
MainStay Retirement 2040 R1 MSREX -0.83 11.03 2.22 12.33 5.71 ---
MainStay Retirement 2040 R2 MSRQX -0.85 10.92 2.19 11.98 5.46 9.71
MainStay Retirement 2040 A MSRTX -0.85 10.97 2.20 12.11 5.54 9.81
MainStay Retirement 2040 Inv MSRUX -0.85 10.92 2.19 12.05 5.46 9.71
MainStay Retirement 2040 I MSRYX -0.76 11.24 2.35 12.47 5.83 10.11
MainStay Retirement 2040 R3 MSRZX -0.84 10.72 2.08 11.76 5.19 9.44
Manning & Napier Target 2040 I MTTIX -0.51 14.19 2.37 10.08 3.28 9.31
Manning & Napier Target 2040 K MTTKX -0.41 14.15 2.35 9.86 3.06 9.05
Manning & Napier Target 2040 R MTTRX -0.52 13.93 2.18 9.46 2.76 8.75
Great-West Lifetime Cnsrv 2040 Inv MXBAX -0.70 9.56 1.92 10.29 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX -0.70 9.42 1.97 10.21 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX -0.70 9.75 2.01 10.75 --- ---
Great-West Lifetime 2040 Inv MXBDX -0.94 10.81 1.94 12.21 --- ---
Great-West Lifetime 2040 Svc MXBEX -0.95 10.68 1.89 12.03 --- ---
Great-West Lifetime 2040 L MXBFX -0.95 10.67 1.81 12.00 --- ---
Great-West Lifetime 2040 Instl MXBGX -0.86 10.99 2.02 12.66 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX -1.03 9.84 2.00 12.03 5.81 10.02
Great-West SecureFoundation® LT 2040 Svc MXESX -1.03 9.80 1.96 11.91 5.71 9.93
Great-West SecureFoundation® LT 2040 L MXLKX -1.02 9.83 1.97 11.99 5.81 10.03
State Farm LifePath 2040 B NLBOX -0.41 10.82 2.56 11.00 4.57 7.64
State Farm LifePath 2040 A NLOAX -0.41 10.91 2.62 11.18 4.95 8.18
Nationwide Destination 2040 A NWMAX -1.09 8.42 1.43 11.19 5.09 9.56
Nationwide Destination 2040 C NWMCX -1.19 8.10 1.30 10.53 4.45 8.95
Nationwide Destination 2040 R NWMDX -1.09 8.28 1.37 10.91 4.77 9.25
Nationwide Destination 2040 R6 NWMHX -1.08 8.82 1.53 11.70 5.55 10.08
Nationwide Destination 2040 Instl Svc NWMSX -0.98 8.72 1.58 11.47 5.30 9.81
T. Rowe Price Target 2040 Advisor PAHHX -0.31 12.57 2.91 12.84 6.18 ---
T. Rowe Price Retirement 2040 Advisor PARDX -0.42 14.03 3.14 15.01 6.76 11.20
Prudential Day One 2040 R1 PDHDX -0.64 9.83 2.36 --- --- ---
Prudential Day One 2040 R2 PDHEX -0.55 10.03 2.45 --- --- ---
Prudential Day One 2040 R3 PDHFX -0.55 10.02 2.45 --- --- ---
Prudential Day One 2040 R4 PDHGX -0.55 10.12 2.54 --- --- ---
Prudential Day One 2040 R5 PDHHX -0.55 10.22 2.54 --- --- ---
Prudential Day One 2040 R6 PDHJX -0.55 10.21 2.54 --- --- ---
PIMCO RealPath™ 2040 Administrative PEOAX -0.38 10.25 2.37 10.58 3.32 5.58
Principal LifeTime Hybrid 2040 R6 PLMTX -0.44 10.77 2.88 11.94 --- ---
Principal LifeTime Hybrid 2040 Instl PLTQX -0.52 10.68 2.80 11.75 --- ---
PIMCO RealPath™ 2040 A POFAX -0.38 9.98 2.34 10.35 3.09 5.32
Putnam RetirementReady 2040 R6 PREHX -0.22 9.76 2.80 --- --- ---
PIMCO RealPath™ 2040 Institutional PROIX -0.25 10.28 2.41 10.82 3.57 5.83
Putnam RetirementReady 2040 A PRRZX -0.22 9.62 2.75 12.35 5.91 10.11
Putnam RetirementReady 2040 Y PRZZX -0.18 9.77 2.80 12.65 6.18 10.37
Principal LifeTime 2040 A PTDAX -0.33 11.63 2.85 11.95 5.06 9.24
Principal LifeTime 2040 Institutional PTDIX -0.26 11.88 2.93 12.41 5.46 9.65
Principal LifeTime 2040 J PTDJX -0.33 11.75 2.89 12.14 5.19 9.32
Principal LifeTime 2040 R3 PTDMX -0.33 11.49 2.84 11.81 4.86 9.02
Principal LifeTime 2040 R2 PTDNX -0.39 11.31 2.69 11.49 4.67 8.82
Principal LifeTime 2040 R5 PTDPX -0.32 11.71 2.88 12.08 5.20 9.35
Principal LifeTime 2040 R4 PTDSX -0.26 11.63 2.90 12.00 5.07 9.24
PIMCO RealPath Blend 2040 A PVPAX -0.27 10.36 2.65 10.48 --- ---
PIMCO RealPath Blend 2040 Institutional PVPNX -0.27 10.78 2.76 11.07 --- ---
PIMCO RealPath Blend 2040 Administrative PVPRX -0.27 10.56 2.74 10.82 --- ---
Principal LifeTime 2040 R1 PYASX -0.39 11.23 2.69 11.36 4.52 8.67
American Funds 2040 Trgt Date Retire R1 RAKTX -0.84 11.83 2.32 11.92 6.02 10.37
State Farm LifePath 2040 R3 RAUHX -0.46 10.89 2.56 11.23 5.10 8.34
State Farm LifePath 2040 R1 RAUOX -0.42 10.83 2.57 10.92 4.66 7.85
State Farm LifePath 2040 R2 RAUTX -0.41 10.86 2.56 11.00 4.82 8.04
American Funds 2040 Trgt Date Retire R2E RBEKX -0.84 12.08 2.45 12.30 --- ---
American Funds 2040 Trgt Date Retire R2 RBKTX -0.85 11.85 2.33 11.94 6.10 10.44
American Funds 2040 Trgt Date Retire R3 RCKTX -0.77 12.21 2.52 12.49 6.53 10.88
American Funds 2040 Trgt Date Retire R4 RDGTX -0.76 12.37 2.57 12.80 6.86 11.23
American Funds 2040 Trgt Date Retire R5 REGTX -0.75 12.58 2.62 13.11 7.17 11.58
American Funds 2040 Trgt Date Retire R6 RFGTX -0.75 12.62 2.70 13.19 7.24 11.62
American Funds 2040 Trgt Date Retire R5E RHGTX -0.76 12.54 2.64 13.01 --- ---
T. Rowe Price Retirement 2040 R RRTDX -0.42 13.85 3.09 14.74 6.51 10.93
Russell Inv LifePoints 2040 Strategy A RXLAX -0.49 11.49 2.74 14.26 5.23 9.02
Russell Inv LifePoints 2040 Strategy E RXLEX -0.49 11.36 2.61 14.09 5.17 8.97
Russell Inv LifePoints 2040 Strategy R1 RXLRX -0.37 11.76 2.79 14.53 5.51 9.30
Russell Inv LifePoints 2040 Strategy S RXLSX -0.49 11.76 2.79 14.52 5.49 9.29
Russell Inv LifePoints 2040 Strategy R4 RXLUX -0.49 11.47 2.73 14.23 5.22 9.01
Russell Inv LifePoints 2040 Strategy R5 RXLVX -0.49 11.40 2.69 14.02 4.98 8.74
State Farm LifePath 2040 Premier SAUAX -0.41 11.00 2.67 11.33 5.01 8.21
State Farm LifePath 2040 Legacy B SAUBX -0.47 10.81 2.53 10.89 4.57 7.77
State Farm LifePath 2040 Inst SAUIX -0.47 10.94 2.53 11.27 5.17 8.41
JPMorgan SmartRetirement® 2040 A SMTAX -0.46 12.34 3.02 13.06 5.94 10.28
JPMorgan SmartRetirement® 2040 C SMTCX -0.47 11.87 2.85 12.36 5.25 9.57
JPMorgan SmartRetirement® 2040 R5 SMTIX -0.41 12.50 3.10 13.34 6.18 10.55
JPMorgan SmartRetirement® 2040 R3 SMTPX -0.42 12.23 3.02 --- --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX -0.41 12.42 3.05 --- --- ---
JPMorgan SmartRetirement® 2040 I SMTSX -0.41 12.46 3.08 13.24 6.05 10.40
JPMorgan SmartRetirement® 2040 R6 SMTYX -0.41 12.55 3.08 13.45 --- ---
JPMorgan SmartRetirement® 2040 R2 SMTZX -0.46 12.05 2.88 12.70 5.63 9.99
State Street Target Retirement 2040 A SSCLX -0.60 11.35 2.66 11.81 --- ---
State Street Target Retirement 2040 I SSCNX -0.60 11.54 2.75 12.05 --- ---
State Street Target Retirement 2040 K SSCQX -0.51 11.63 2.74 12.10 --- ---
Wells Fargo Target 2040 A STFRX -0.69 9.50 1.60 10.04 4.63 8.92
BlackRock LifePath® Dyn 2040 Instl STLEX -0.33 11.59 2.59 12.35 5.33 8.55
Schwab Target 2040 SWERX -0.48 12.08 3.01 13.60 6.36 10.75
Schwab Target 2040 Index SWYGX -0.63 10.66 2.40 --- --- ---
ClearTrack 2040 R6 TCKTX -0.62 10.38 2.18 11.44 --- ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX -0.49 12.80 2.96 14.57 6.55 10.82
TIAA-CREF Lifecycle 2040 Institutional TCOIX -0.55 13.01 2.96 14.78 6.80 11.10
ClearTrack 2040 R1 TCRTX -0.63 9.99 2.11 10.69 --- ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX -0.46 13.01 3.06 14.88 --- ---
TIAA-CREF Lifecycle 2040 Premier TCZPX -0.56 12.83 2.98 14.67 6.62 10.93
AB Multi-Manager Select 2040 A TDJAX -0.17 12.01 2.89 13.53 --- ---
AB Multi-Manager Select 2040 C TDJCX -0.26 11.44 2.66 12.74 --- ---
AB Multi-Manager Select 2040 I TDJIX -0.17 12.17 2.95 13.91 --- ---
AB Multi-Manager Select 2040 K TDJKX -0.17 12.09 2.95 13.68 --- ---
AB Multi-Manager Select 2040 R TDJRX -0.26 11.83 2.88 13.30 --- ---
AB Multi-Manager Select 2040 Advisor TDJYX -0.17 12.17 2.97 13.86 --- ---
AB Multi-Manager Select 2040 Z TDJZX -0.17 12.17 2.95 13.86 --- ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX -0.48 11.50 2.65 13.15 6.43 10.73
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX -0.48 11.51 2.63 13.23 --- ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX -0.48 11.57 2.69 13.30 6.59 10.89
TIAA-CREF Lifecycle Index 2040 Retire TLZRX -0.48 11.41 2.66 13.01 6.33 10.62
Invesco Balanced-Risk Retire 2040 A TNDAX -0.13 4.06 -1.16 2.79 3.41 4.62
Invesco Balanced-Risk Retire 2040 B TNDBX -0.13 3.55 -1.30 2.28 2.72 3.89
Invesco Balanced-Risk Retire 2040 C TNDCX -0.13 3.56 -1.30 2.41 2.73 3.89
Invesco Balanced-Risk Retire 2040 R6 TNDFX -0.13 4.18 -1.15 3.03 3.67 ---
Invesco Balanced-Risk Retire 2040 R5 TNDIX -0.13 4.18 -1.15 3.03 3.67 4.86
Invesco Balanced-Risk Retire 2040 R TNDRX -0.13 3.80 -1.16 2.65 3.18 4.37
Invesco Balanced-Risk Retire 2040 Y TNDYX 0.00 4.18 -1.15 3.03 3.68 4.87
1290 Retirement 2040 I TNNIX -0.19 --- 2.53 --- --- ---
T. Rowe Price Target 2040 TRHRX -0.31 12.71 2.90 13.18 6.46 ---
T. Rowe Price Retirement I 2040 I TRPDX -0.39 14.26 3.22 15.47 --- ---
T. Rowe Price Retirement 2040 TRRDX -0.38 14.22 3.19 15.28 7.04 11.48
T. Rowe Price Target 2040 I TRXRX -0.23 12.80 2.98 13.26 --- ---
USAA Target Retirement 2040 URFRX -0.49 10.37 2.09 11.78 4.83 8.19
Vanguard Target Retirement 2040 Inv VFORX -0.44 11.85 2.74 13.11 6.25 10.63
Virtus DFA 2040 Trgt Date Retire Inc I VIDFX -0.48 10.85 2.51 12.62 --- ---
Vanguard Instl Trgt Retire 2040 Instl VIRSX -0.45 11.84 2.72 13.15 --- ---
Invesco Balanced-Risk Retire 2040 AX VRGAX -0.13 4.07 -1.16 2.79 3.41 4.60
Invesco Balanced-Risk Retire 2040 CX VRGCX -0.13 3.56 -1.31 2.28 2.73 3.87
Invesco Balanced-Risk Retire 2040 RX VRGRX -0.13 3.95 -1.16 2.65 3.14 4.34
Virtus DFA 2040 Trgt Date Retire Inc R6 VRTRX -0.48 10.91 2.59 12.87 --- ---
Voya Index Solution 2040 Port Z VSZEX -0.54 10.88 2.45 12.42 --- ---
Virtus DFA 2040 Trgt Date Retire Inc A VTARX -0.48 10.63 2.48 12.35 --- ---
Voya Target Retirement 2040 A VTRJX -0.56 10.94 2.40 12.23 --- ---
Voya Target Retirement 2040 R6 VTRKX -0.56 11.11 2.48 12.57 --- ---
Wells Fargo Target 2040 Admin WFLWX -0.62 9.63 1.62 10.21 4.77 9.07
Wells Fargo Target 2040 R WFMRX -0.64 9.42 1.56 9.87 4.40 ---
Wells Fargo Target 2040 C WFOFX -0.73 8.99 1.39 9.19 3.83 8.11
Wells Fargo Target 2040 R6 WFOSX -0.62 9.84 1.71 10.58 5.12 9.46
Wells Fargo Dynamic Target 2040 A WTDAX -0.97 11.43 2.47 13.05 --- ---
Wells Fargo Dynamic Target 2040 C WTDCX -0.98 10.92 2.20 12.26 --- ---
Wells Fargo Dynamic Target 2040 R WTDDX -0.97 11.32 2.37 12.75 --- ---
Wells Fargo Dynamic Target 2040 R4 WTDEX -0.97 11.61 2.46 13.37 --- ---
Wells Fargo Dynamic Target 2040 R6 WTDFX -0.88 11.81 2.55 13.62 --- ---
Wells Fargo Target 2040 R4 WTFRX -0.67 9.73 1.67 10.37 4.96 ---
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