Target-Date 2040: Total Returns

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Data through 4/23/2018. 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 2.53 0.10 -4.57 13.37 6.43 8.62
American Funds 2040 Trgt Date Retire A AAGTX 2.46 1.32 -3.99 15.89 8.18 10.56
American Century One Choice 2040 A ARDMX 2.23 0.66 -3.64 11.07 5.42 7.99
American Century One Choice 2040 R ARDRX 2.15 0.51 -3.78 10.72 5.13 7.73
American Century One Choice 2040 I ARDSX 2.15 0.73 -3.57 11.56 5.87 8.48
American Century One Choice 2040 R6 ARDUX 2.29 0.89 -3.54 11.65 6.01 ---
American Century One Choice 2040 Inv ARDVX 2.23 0.73 -3.64 11.34 5.68 8.28
American Century One Choice 2040 C ARNOX 2.08 0.44 -3.85 10.23 4.62 7.19
AllianzGI Retirement 2040 Administrative AVAMX 2.53 -0.70 -6.01 13.80 6.85 6.66
AllianzGI Retirement 2040 A AVSAX 2.58 -0.70 -6.01 13.75 6.78 6.61
AllianzGI Retirement 2040 C AVSCX 2.51 -0.93 -6.18 12.92 5.98 5.82
AllianzGI Retirement 2040 P AVSPX 2.57 -0.61 -5.91 14.08 7.11 6.94
AllianzGI Retirement 2040 R AVSRX 2.55 -0.84 -6.09 13.36 6.41 6.25
AllianzGI Retirement 2040 R6 AVTIX 2.56 -0.61 -5.93 14.21 7.22 7.04
BlackRock LifePath® Smart Beta 2040 InvA BAPHX 3.26 -0.18 -4.23 12.77 5.89 8.07
BlackRock LifePath® Smart Beta 2040 K BIPHX 3.22 -0.09 -4.19 13.10 6.22 8.42
BlackRock LifePath® Smart Beta 2040 Ins BLHIX 3.23 -0.18 -4.19 12.98 6.10 8.31
BlackRock LifePath® Smart Beta 2040 R BRPHX 3.27 -0.27 -4.25 12.46 5.62 7.79
BMO Target Retirement 2040 Y BTRMX 2.73 0.53 -4.64 14.02 6.28 ---
BMO Target Retirement 2040 R3 BTRPX 2.62 0.44 -4.79 13.63 6.00 ---
BMO Target Retirement 2040 R6 BTRQX 2.73 0.62 -4.65 14.44 6.68 ---
Columbia Adaptive Retirement 2040 Adv CAROX 2.54 -1.56 -4.81 --- --- ---
Columbia Adaptive Retirement 2040 Inst3 CARQX 2.54 -1.56 -4.81 --- --- ---
American Funds 2040 Trgt Date Retire C CCGTX 2.37 1.14 -4.18 14.97 7.33 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX 2.72 0.54 -4.40 14.66 --- ---
Fidelity Advisor Freedom® 2040 A FAFFX 2.59 0.44 -5.15 14.67 7.31 9.23
American Funds 2040 Trgt Date Retire F1 FAUTX 2.47 1.32 -4.01 15.87 8.15 ---
American Funds 2040 Trgt Date Retire F2 FBGTX 2.40 1.38 -3.99 16.09 8.39 ---
Fidelity Freedom® Index 2040 Investor FBIFX 2.77 0.26 -4.92 14.51 7.38 9.24
Fidelity Advisor Freedom® 2040 C FCFFX 2.52 0.13 -5.39 13.80 6.49 8.40
American Funds 2040 Trgt Date Retire F3 FCGTX 2.46 1.45 -3.93 16.28 --- ---
Fidelity Flex Freedom 2040 FCLSX 2.48 0.75 -5.04 --- --- ---
Fidelity Freedom® 2040 FFFFX 2.48 0.56 -5.20 15.73 7.86 9.92
Fidelity Freedom® Index 2040 Instl Prem FFIZX 2.77 0.26 -4.92 14.57 --- ---
Fidelity Freedom® 2040 K6 FHTKX 2.38 0.56 -5.20 --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX 2.58 0.51 -5.13 14.91 7.55 9.49
Fidelity Advisor Freedom® 2040 Z6 FKGLX 2.65 0.57 -5.07 --- --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX 2.15 0.90 -3.40 12.68 4.53 ---
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX 2.03 0.60 -3.61 11.81 3.74 ---
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX 2.22 0.97 -3.31 13.00 4.86 ---
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX 2.08 0.74 -3.48 12.41 4.27 ---
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX 2.22 0.97 -3.31 12.96 4.80 ---
Fidelity Freedom® 2040 K FSNVX 2.48 0.56 -5.20 --- --- ---
Fidelity Advisor Freedom® 2040 M FTFFX 2.60 0.38 -5.23 14.44 7.03 8.95
Goldman Sachs Target Date 2040 A GTAMX 2.11 -0.43 -4.08 9.81 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX 2.11 -0.32 -3.96 10.17 --- ---
Goldman Sachs Target Date 2040 Inv GTMMX 2.00 -0.33 -3.97 10.03 --- ---
Goldman Sachs Target Date 2040 R GTRMX 2.00 -0.54 -4.18 9.49 --- ---
Goldman Sachs Target Date 2040 Svc GTVMX 2.00 -0.54 -4.18 9.60 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX 1.99 -0.32 -3.96 10.17 5.86 8.24
Harbor Target Retirement 2040 Instl HARYX 1.75 0.76 -3.73 12.75 5.88 8.04
Voya Index Solution 2040 Port ADV IDXKX 2.76 0.00 -5.10 13.29 6.21 8.73
Voya Index Solution 2040 Port I IDXLX 2.82 0.12 -4.93 13.89 6.70 9.26
Voya Index Solution 2040 Port S IDXMX 2.77 0.06 -5.06 13.54 6.44 8.99
Voya Index Solution 2040 Port S2 IDXNX 2.74 0.00 -5.06 13.40 6.25 8.80
Voya Target Retirement 2040 I IRSOX 2.60 -0.24 -5.24 13.58 6.47 9.20
Voya Solution 2040 Port ADV ISNKX 2.52 -0.18 -5.27 13.47 6.32 9.22
Voya Solution 2040 Port I ISNLX 2.58 -0.06 -5.14 14.03 6.85 9.81
Voya Solution 2040 Port S ISNMX 2.54 -0.11 -5.23 13.77 6.61 9.47
Voya Solution 2040 Port S2 ISNNX 2.57 -0.12 -5.19 13.64 6.38 9.33
Voya Solution 2040 Port T ISNOX 2.53 -0.23 -5.28 13.30 6.06 9.01
JHancock Multimanager 2040 Lifetime I JHRDX 2.85 0.91 -4.52 15.49 7.47 ---
JHancock Multimanager 2040 Lifetime A JLIAX 2.78 0.74 -4.62 15.06 7.12 9.44
JHancock Multimanager 2040 Lifetime R1 JLIDX 2.71 0.66 -4.71 14.63 6.76 9.10
JHancock Multimanager 2040 Lifetime R2 JLIEX 2.78 0.74 -4.61 14.92 7.05 9.38
JHancock Multimanager 2040 Lifetime R3 JLIFX 2.71 0.66 -4.64 14.76 6.88 9.22
JHancock Multimanager 2040 Lifetime R4 JLIGX 2.70 0.83 -4.62 15.11 7.30 9.65
JHancock Multimanager 2040 Lifetime R5 JLIHX 2.77 0.91 -4.52 15.45 7.51 9.87
JHancock Multimanager 2040 Lifetime R6 JLIIX 2.86 0.91 -4.45 15.53 7.57 9.92
JHancock Multimanager 2040 Lifetime 1 JLIOX 2.86 0.91 -4.45 15.47 7.55 9.88
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX 2.49 -0.49 -5.23 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX 2.49 -0.44 -5.19 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX 2.54 -0.39 -5.13 13.35 7.02 9.21
JPMorgan SmartRetirement® Blend 2040 I JOBEX 2.49 -0.44 -5.19 13.13 6.84 9.00
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX 2.45 -0.61 -5.31 12.57 6.35 8.53
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX 2.51 -0.38 -5.12 13.45 7.11 9.27
JHancock Multi-Index 2040 Presv 1 JRROX 2.56 0.07 -4.63 12.77 6.57 8.44
JHancock Multi-Index 2040 Presv R4 JRRPX 2.55 0.00 -4.67 12.59 6.45 8.28
JHancock Multi-Index 2040 Presv R1 JRRQX 2.49 -0.20 -4.81 11.97 5.95 7.77
JHancock Multi-Index 2040 Presv R2 JRRRX 2.56 -0.07 -4.75 12.30 6.21 8.00
JHancock Multi-Index 2040 Presv R6 JRRSX 2.56 0.07 -4.64 12.76 6.61 8.49
JHancock Multi-Index 2040 Lifetime 1 JRTTX 2.92 0.24 -4.93 14.31 7.49 ---
JHancock Multi-Index 2040 Lifetime R6 JRTWX 2.92 0.24 -4.93 14.27 7.51 ---
KP Retirement Path 2040 Institutional KPRFX 2.41 0.42 -4.12 14.30 6.90 ---
BlackRock LifePath® Index 2040 Inv A LIKAX 2.64 -0.51 -5.07 12.46 6.40 8.33
BlackRock LifePath® Index 2040 Instl LIKIX 2.62 -0.52 -5.07 12.71 6.65 8.59
BlackRock LifePath® Index 2040 K LIKKX 2.63 -0.51 -5.06 12.77 6.70 8.67
BlackRock LifePath® Dyn 2040 Investor C LPCKX 2.74 -0.04 -4.60 14.11 5.81 7.39
BlackRock LifePath® Dyn 2040 Investor A LPREX 2.80 0.25 -4.43 15.11 6.67 8.23
BlackRock LifePath® Dyn 2040 R LPRKX 2.76 0.17 -4.47 14.83 6.44 7.97
BlackRock LifePath® Dyn 2040 K LPSFX 2.81 0.37 -4.38 15.56 7.17 8.79
MassMutual RetireSMART 2040 R3 MFRNX 2.54 0.23 -4.80 13.27 5.54 7.68
MassMutual RetireSMART 2040 Service MFRSX 2.54 0.38 -4.66 13.78 6.05 8.27
MFS® Lifetime 2040 A MLFAX 2.62 0.67 -3.92 14.88 7.63 9.46
MFS® Lifetime 2040 B MLFBX 2.52 0.43 -4.12 14.03 6.82 8.62
MFS® Lifetime 2040 C MLFCX 2.55 0.44 -4.05 14.11 6.84 8.63
MFS® Lifetime 2040 R1 MLFEX 2.59 0.43 -4.08 14.09 6.84 8.64
MFS® Lifetime 2040 R2 MLFGX 2.58 0.56 -4.00 14.59 7.35 9.18
MFS® Lifetime 2040 R3 MLFHX 2.62 0.67 -3.92 14.91 7.64 9.45
MFS® Lifetime 2040 I MLFIX 2.61 0.73 -3.90 15.20 7.81 9.67
MFS® Lifetime 2040 R4 MLFJX 2.60 0.73 -3.83 15.18 7.90 9.73
MFS® Lifetime 2040 R6 MLFKX 2.60 0.79 -3.83 15.38 --- ---
MassMutual RetireSMART 2040 A MRFAX 2.57 0.30 -4.70 13.47 5.70 7.88
MassMutual RetireSMART 2040 R5 MRFTX 2.63 0.45 -4.59 13.94 6.19 ---
MassMutual RetireSMART 2040 I MRFUX 2.55 0.45 -4.66 14.04 6.25 ---
MassMutual RetireSMART 2040 Adm MRFYX 2.55 0.38 -4.67 13.78 5.96 8.17
MassMutual RetireSMART 2040 R4 MRFZX 2.59 0.38 -4.66 13.60 5.79 ---
MainStay Retirement 2040 R1 MSREX 2.92 0.16 -4.71 13.50 6.42 ---
MainStay Retirement 2040 R2 MSRQX 2.91 0.08 -4.82 12.98 6.08 8.94
MainStay Retirement 2040 A MSRTX 2.92 0.17 -4.77 13.31 6.27 9.07
MainStay Retirement 2040 Inv MSRUX 2.90 0.17 -4.74 13.28 6.16 9.00
MainStay Retirement 2040 I MSRYX 2.97 0.25 -4.72 13.63 6.54 9.37
MainStay Retirement 2040 R3 MSRZX 2.88 0.08 -4.78 12.96 5.90 8.71
Manning & Napier Target 2040 I MTTIX 1.20 0.00 -4.44 11.76 5.16 7.89
Manning & Napier Target 2040 K MTTKX 1.21 0.00 -4.48 11.57 4.92 7.64
Manning & Napier Target 2040 R MTTRX 1.12 -0.10 -4.51 11.27 4.62 7.36
Manning & Napier Target 2040 R6 MTTZX 1.20 0.10 -4.35 --- --- ---
Great-West Lifetime Cnsrv 2040 Inv MXBAX 2.01 0.00 -3.95 11.00 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX 2.02 -0.09 -3.97 10.98 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX 2.01 0.09 -3.87 11.45 --- ---
Great-West Lifetime 2040 Inv MXBDX 2.63 0.26 -4.64 13.33 --- ---
Great-West Lifetime 2040 Svc MXBEX 2.53 0.17 -4.63 13.15 --- ---
Great-West Lifetime 2040 L MXBFX 2.53 0.17 -4.71 13.04 --- ---
Great-West Lifetime 2040 Instl MXBGX 2.61 0.34 -4.54 13.67 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX 2.71 0.29 -4.49 13.25 6.82 9.18
Great-West SecureFoundation® LT 2040 Svc MXESX 2.70 0.21 -4.49 13.11 6.71 9.07
Great-West SecureFoundation® LT 2040 L MXLKX 2.69 0.21 -4.52 13.19 6.78 9.17
State Farm LifePath 2040 B NLBOX 2.59 -1.19 -5.32 11.37 5.36 7.09
State Farm LifePath 2040 A NLOAX 2.58 -1.19 -5.31 11.36 5.57 7.52
Natixis Sustainable Future 2040 N NSFHX 2.54 0.95 -4.33 17.21 --- ---
Nationwide Destination 2040 A NWMAX 2.77 -0.12 -4.85 11.92 6.10 8.49
Nationwide Destination 2040 C NWMCX 2.78 -0.20 -4.96 11.31 5.51 7.90
Nationwide Destination 2040 R NWMDX 2.78 -0.18 -4.94 11.56 5.80 8.18
Nationwide Destination 2040 R6 NWMHX 2.74 0.00 -4.79 12.34 6.57 9.01
Nationwide Destination 2040 Instl Svc NWMSX 2.86 0.04 -4.77 12.10 6.33 8.74
T. Rowe Price Target 2040 Advisor PAHHX 2.02 0.69 -3.67 12.95 6.64 ---
T. Rowe Price Retirement 2040 Advisor PARDX 2.48 1.15 -4.04 15.13 7.48 10.35
Prudential Day One 2040 R1 PDHDX 2.67 -0.17 -4.48 12.81 --- ---
Prudential Day One 2040 R2 PDHEX 2.76 -0.09 -4.39 13.07 --- ---
Prudential Day One 2040 R3 PDHFX 2.76 0.00 -4.39 13.20 --- ---
Prudential Day One 2040 R4 PDHGX 2.85 0.09 -4.31 13.43 --- ---
Prudential Day One 2040 R5 PDHHX 2.76 0.09 -4.31 13.43 --- ---
Prudential Day One 2040 R6 PDHJX 2.76 0.09 -4.23 13.70 --- ---
PIMCO RealPath™ 2040 Administrative PEOAX 2.19 -0.62 -4.91 11.27 4.16 5.20
Principal LifeTime Hybrid 2040 J PHJEX 2.57 --- --- --- --- ---
Principal LifeTime Hybrid 2040 R6 PLMTX 2.65 0.08 -4.61 13.31 --- ---
Principal LifeTime Hybrid 2040 Instl PLTQX 2.65 0.00 -4.61 13.23 6.98 ---
PIMCO RealPath™ 2040 A POFAX 2.35 -0.63 -4.95 10.95 3.95 4.95
Putnam RetirementReady 2040 R6 PREHX 3.20 -0.18 -4.23 12.80 --- ---
PIMCO RealPath™ 2040 Institutional PROIX 2.34 -0.53 -4.83 11.36 4.41 5.45
Putnam RetirementReady 2040 A PRRZX 3.13 -0.29 -4.32 12.44 5.87 9.16
Putnam RetirementReady 2040 Y PRZZX 3.16 -0.21 -4.23 12.71 6.13 9.43
Principal LifeTime 2040 A PTDAX 2.78 0.65 -4.43 14.69 6.14 8.62
Principal LifeTime 2040 Institutional PTDIX 2.86 0.76 -4.30 15.19 6.56 9.03
Principal LifeTime 2040 J PTDJX 2.82 0.77 -4.33 14.98 6.34 8.74
Principal LifeTime 2040 R3 PTDMX 2.83 0.64 -4.41 14.53 5.96 8.41
Principal LifeTime 2040 R2 PTDNX 2.76 0.51 -4.51 14.22 5.76 8.21
Principal LifeTime 2040 R5 PTDPX 2.81 0.64 -4.37 14.82 6.26 8.75
Principal LifeTime 2040 R4 PTDSX 2.76 0.64 -4.40 14.68 6.14 8.61
PIMCO RealPath Blend 2040 A PVPAX 2.19 -0.51 -4.74 12.00 5.53 ---
PIMCO RealPath Blend 2040 Institutional PVPNX 2.27 -0.34 -4.64 12.53 6.10 ---
PIMCO RealPath Blend 2040 Administrative PVPRX 2.19 -0.51 -4.73 12.27 5.82 ---
Principal LifeTime 2040 R1 PYASX 2.75 0.51 -4.51 14.18 5.62 8.08
American Funds 2040 Trgt Date Retire R1 RAKTX 2.37 1.07 -4.18 14.92 7.31 9.67
State Farm LifePath 2040 R3 RAUHX 2.53 -1.22 -5.31 11.24 5.67 7.65
State Farm LifePath 2040 R1 RAUOX 2.53 -1.25 -5.33 11.27 5.31 7.22
State Farm LifePath 2040 R2 RAUTX 2.52 -1.24 -5.31 11.30 5.47 7.41
American Funds 2040 Trgt Date Retire R2E RBEKX 2.36 1.13 -4.17 15.27 7.69 ---
American Funds 2040 Trgt Date Retire R2 RBKTX 2.38 1.07 -4.20 14.97 7.36 9.75
American Funds 2040 Trgt Date Retire R3 RCKTX 2.42 1.26 -4.09 15.48 7.82 10.20
American Funds 2040 Trgt Date Retire R4 RDGTX 2.47 1.32 -4.00 15.85 8.16 10.54
American Funds 2040 Trgt Date Retire R5 REGTX 2.44 1.44 -3.96 16.19 8.47 10.87
American Funds 2040 Trgt Date Retire R6 RFGTX 2.45 1.44 -3.91 16.31 8.52 10.91
American Funds 2040 Trgt Date Retire R5E RHGTX 2.40 1.39 -4.00 16.09 --- ---
T. Rowe Price Retirement 2040 R RRTDX 2.49 1.08 -4.10 14.85 7.22 10.08
State Farm LifePath 2040 Premier SAUAX 2.57 -1.18 -5.28 11.50 5.66 7.57
State Farm LifePath 2040 Legacy B SAUBX 2.55 -1.23 -5.30 11.36 5.29 7.18
State Farm LifePath 2040 Inst SAUIX 2.56 -1.18 -5.26 11.38 5.73 7.72
JPMorgan SmartRetirement® 2040 A SMTAX 2.41 -0.50 -5.77 14.13 6.28 9.27
JPMorgan SmartRetirement® 2040 C SMTCX 2.32 -0.72 -5.92 13.38 5.61 8.57
JPMorgan SmartRetirement® 2040 R5 SMTIX 2.38 -0.43 -5.71 14.38 6.54 9.53
JPMorgan SmartRetirement® 2040 R3 SMTPX -1.15 -0.40 -4.77 13.94 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX -1.15 -0.36 -4.71 14.21 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX 2.36 -0.50 -5.76 14.23 6.39 9.38
JPMorgan SmartRetirement® 2040 R6 SMTYX 2.41 -0.40 -5.69 14.50 6.61 ---
JPMorgan SmartRetirement® 2040 R2 SMTZX 2.38 -0.64 -5.85 13.65 5.97 8.96
State Street Target Retirement 2040 A SSCLX 2.52 -0.33 -4.98 13.67 6.46 ---
State Street Target Retirement 2040 I SSCNX 2.51 -0.24 -4.90 13.94 6.73 ---
State Street Target Retirement 2040 K SSCQX 2.60 -0.24 -4.90 13.93 6.75 ---
Wells Fargo Target 2040 A STFRX 2.49 -0.68 -4.70 10.63 5.35 7.96
BlackRock LifePath® Dyn 2040 Instl STLEX 2.84 0.33 -4.39 15.35 6.93 8.49
Schwab Target 2040 SWERX 2.65 0.71 -4.32 14.37 7.03 9.85
Schwab Target 2040 Index SWYGX 2.62 -0.17 -4.70 12.84 --- ---
ClearTrack 2040 R6 TCKTX 2.53 -0.68 -4.93 11.85 6.57 ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX 2.82 1.08 -4.35 16.54 7.76 10.15
TIAA-CREF Lifecycle 2040 Institutional TCOIX 2.78 1.09 -4.31 16.78 8.02 10.43
ClearTrack 2040 R1 TCRTX 2.47 -0.85 -5.07 11.11 5.77 ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX 2.69 1.09 -4.40 16.77 --- ---
TIAA-CREF Lifecycle 2040 Premier TCZPX 2.70 1.01 -4.41 16.57 7.86 10.26
AB Multi-Manager Select 2040 A TDJAX 2.72 0.08 -4.87 14.57 7.60 ---
AB Multi-Manager Select 2040 C TDJCX 2.65 -0.08 -4.99 13.85 6.83 ---
AB Multi-Manager Select 2040 I TDJIX 2.76 0.17 -4.80 14.87 7.85 ---
AB Multi-Manager Select 2040 K TDJKX 2.78 0.17 -4.83 14.62 7.64 ---
AB Multi-Manager Select 2040 R TDJRX 2.70 0.00 -4.92 14.39 7.36 ---
AB Multi-Manager Select 2040 Advisor TDJYX 2.79 0.16 -4.78 14.96 7.88 ---
AB Multi-Manager Select 2040 Z TDJZX 2.78 0.17 -4.83 14.92 7.88 ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX 2.60 0.20 -4.87 14.01 7.24 9.84
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX 2.64 0.25 -4.85 14.12 --- ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX 2.64 0.30 -4.80 14.20 7.43 10.03
TIAA-CREF Lifecycle Index 2040 Retire TLZRX 2.61 0.20 -4.89 13.89 7.15 9.75
Invesco Balanced-Risk Retire 2040 A TNDAX 1.69 -1.39 -3.21 7.04 3.97 4.99
Invesco Balanced-Risk Retire 2040 C TNDCX 1.58 -1.66 -3.38 6.20 3.27 4.27
Invesco Balanced-Risk Retire 2040 R6 TNDFX 1.55 -1.38 -3.20 7.27 4.18 5.24
Invesco Balanced-Risk Retire 2040 R5 TNDIX 1.55 -1.50 -3.20 7.27 4.18 5.24
Invesco Balanced-Risk Retire 2040 R TNDRX 1.57 -1.52 -3.23 6.82 3.75 4.74
Invesco Balanced-Risk Retire 2040 Y TNDYX 1.68 -1.38 -3.21 7.28 4.23 5.25
1290 Retirement 2040 I TNNIX 2.53 -0.36 -3.78 10.73 --- ---
T. Rowe Price Target 2040 TRHRX 2.09 0.77 -3.59 13.24 6.94 ---
T. Rowe Price Retirement I 2040 I TRPDX 2.44 1.20 -3.93 15.54 --- ---
T. Rowe Price Retirement 2040 TRRDX 2.53 1.21 -3.97 15.40 7.76 10.63
T. Rowe Price Target 2040 I TRXRX 2.09 0.84 -3.59 13.41 --- ---
USAA Target Retirement 2040 URFRX 2.83 -0.42 -5.15 12.19 6.14 7.68
Vanguard Target Retirement 2040 Inv VFORX 2.63 0.31 -4.70 14.45 7.15 9.83
Virtus DFA 2040 Trgt Date Retire Inc I VIDFX 2.71 0.45 -4.46 13.98 --- ---
Vanguard Instl Trgt Retire 2040 Instl VIRSX 2.69 0.34 -4.70 14.48 --- ---
Invesco Balanced-Risk Retire 2040 AX VRGAX 1.56 -1.51 -3.22 7.06 3.93 4.97
Invesco Balanced-Risk Retire 2040 CX VRGCX 1.58 -1.79 -3.39 6.21 3.23 4.23
Invesco Balanced-Risk Retire 2040 RX VRGRX 1.57 -1.52 -3.23 6.82 3.71 4.71
Virtus DFA 2040 Trgt Date Retire Inc R6 VRTRX 2.69 0.45 -4.44 14.21 --- ---
Voya Index Solution 2040 Port Z VSZEX 2.81 0.18 -4.91 14.07 --- ---
Virtus DFA 2040 Trgt Date Retire Inc A VTARX 2.71 0.38 -4.53 13.69 --- ---
Voya Target Retirement 2040 A VTRJX 2.60 -0.32 -5.26 13.35 --- ---
Voya Target Retirement 2040 R6 VTRKX 2.68 -0.16 -5.18 13.63 --- ---
Wells Fargo Target 2040 Admin WFLWX 2.49 -0.66 -4.68 10.72 5.46 8.09
Wells Fargo Target 2040 R WFMRX 2.43 -0.80 -4.76 10.32 5.10 ---
Wells Fargo Target 2040 C WFOFX 2.45 -0.88 -4.88 9.81 4.57 7.15
Wells Fargo Target 2040 R6 WFOSX 2.48 -0.60 -4.62 11.09 5.83 8.47
Wells Fargo Dynamic Target 2040 A WTDAX 2.90 1.12 -4.41 15.18 --- ---
Wells Fargo Dynamic Target 2040 C WTDCX 2.81 0.86 -4.65 14.24 --- ---
Wells Fargo Dynamic Target 2040 R4 WTDEX 2.89 1.21 -4.39 15.36 --- ---
Wells Fargo Dynamic Target 2040 R6 WTDFX 2.89 1.20 -4.39 15.61 --- ---
Wells Fargo Target 2040 R4 WTFRX 2.54 -0.60 -4.62 10.97 5.68 8.31
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