Target-Date 2040: Total Returns

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Data through 10/17/2017. 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 1.98 15.74 4.16 19.17 9.06 9.42
American Funds 2040 Trgt Date Retire A AAGTX 1.97 17.50 4.59 20.30 10.44 11.45
American Century One Choice 2040 A ARDMX 1.55 12.82 3.31 15.03 8.00 8.83
American Century One Choice 2040 R ARDRX 1.56 12.57 3.24 14.77 7.73 8.55
American Century One Choice 2040 I ARDSX 1.62 13.23 3.45 15.59 8.50 9.32
American Century One Choice 2040 R6 ARDUX 1.63 13.24 3.39 15.64 8.59 ---
American Century One Choice 2040 Inv ARDVX 1.62 13.06 3.38 15.38 8.26 9.11
American Century One Choice 2040 C ARNOX 1.48 12.14 3.09 14.21 7.19 8.01
AllianzGI Retirement 2040 Administrative AVAMX 2.25 17.64 4.75 21.51 8.26 7.34
AllianzGI Retirement 2040 A AVSAX 2.25 17.58 4.70 21.46 8.21 7.30
AllianzGI Retirement 2040 C AVSCX 2.19 16.88 4.53 20.55 7.40 6.49
AllianzGI Retirement 2040 P AVSPX 2.24 17.88 4.81 21.82 8.55 7.63
AllianzGI Retirement 2040 R AVSRX 2.24 17.25 4.67 21.01 7.85 6.93
AllianzGI Retirement 2040 R6 AVTIX 2.28 18.00 4.85 21.98 8.67 7.73
BlackRock LifePath® Smart Beta 2040 InvA BAPHX 1.94 14.79 4.06 18.76 8.38 8.53
BlackRock LifePath® Smart Beta 2040 K BIPHX 1.92 15.19 4.21 19.08 8.76 8.90
BlackRock LifePath® Smart Beta 2040 Ins BLHIX 1.92 14.96 4.11 18.97 8.65 ---
BlackRock LifePath® Smart Beta 2040 R BRPHX 1.86 14.52 3.98 18.37 8.12 8.26
BMO Target Retirement 2040 Y BTRMX 1.88 16.42 3.75 19.86 8.75 ---
BMO Target Retirement 2040 R3 BTRPX 1.97 16.28 3.74 19.63 8.53 ---
BMO Target Retirement 2040 R6 BTRQX 1.96 16.83 3.83 20.36 9.22 ---
American Funds 2040 Trgt Date Retire C CCGTX 1.93 16.77 4.38 19.32 9.59 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX 2.03 16.22 4.26 20.46 --- ---
Fidelity Advisor Freedom® 2040 A FAFFX 2.00 17.33 4.22 21.01 9.93 9.62
American Funds 2040 Trgt Date Retire F1 FAUTX 1.98 17.50 4.54 20.22 10.40 ---
American Funds 2040 Trgt Date Retire F2 FBGTX 1.96 17.67 4.59 20.48 10.69 ---
Fidelity Freedom® Index 2040 Investor FBIFX 2.26 16.32 4.45 20.70 9.88 9.61
Fidelity Advisor Freedom® 2040 C FCFFX 1.98 16.71 4.05 20.16 9.12 8.81
American Funds 2040 Trgt Date Retire F3 FCGTX 1.96 --- 4.58 --- --- ---
Fidelity Flex Freedom 2040 FCLSX 2.02 --- 4.64 --- --- ---
Fidelity® Multi-Manager 2040 FEWPX 2.37 18.11 4.76 22.49 10.38 ---
Fidelity Freedom® 2040 FFFFX 2.02 17.94 4.42 21.92 10.73 10.26
Fidelity Freedom® Index 2040 Instl Prem FFIZX 2.20 16.28 4.45 20.71 --- ---
Fidelity Freedom® 2040 K6 FHTKX 2.02 --- 4.52 --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX 2.05 17.61 4.33 21.41 10.22 9.89
Fidelity® Multi-Manager 2040 L FJMVX 2.37 18.20 4.76 22.44 10.38 ---
Fidelity Advisor Freedom® 2040 Z6 FKGLX 2.05 --- 4.40 --- --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX 1.66 15.55 3.71 17.11 7.31 ---
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX 1.61 14.85 3.53 16.18 6.54 ---
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX 1.73 15.91 3.85 17.46 7.67 ---
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX 1.67 15.41 3.73 16.90 7.11 ---
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX 1.73 15.84 3.77 17.37 7.60 ---
Fidelity® Multi-Manager 2040 N FMJKX 2.37 17.95 4.68 22.19 10.12 ---
Fidelity Freedom® 2040 K FSNVX 2.02 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 M FTFFX 1.95 17.12 4.17 20.75 9.67 9.35
Goldman Sachs Target Date 2040 A GTAMX 1.57 11.92 3.30 15.29 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX 1.57 12.24 3.39 15.64 --- ---
Goldman Sachs Target Date 2040 IR GTMMX 1.57 12.13 3.29 15.47 --- ---
Goldman Sachs Target Date 2040 R GTRMX 1.58 11.70 3.31 14.95 --- ---
Goldman Sachs Target Date 2040 Service GTVMX 1.47 11.81 3.30 15.12 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX 1.57 12.35 3.39 15.76 8.58 9.29
Harbor Target Retirement 2040 Inv HABBX 1.64 15.88 3.58 17.60 8.35 8.92
Harbor Target Retirement 2040 Instl HARYX 1.65 15.89 3.46 17.47 8.35 8.90
Harbor Target Retirement 2040 Admin HARZX 1.64 15.88 3.58 17.60 8.35 8.92
Voya Index Solution 2040 Port ADV IDXKX 2.04 15.11 4.13 19.15 8.78 9.78
Voya Index Solution 2040 Port I IDXLX 2.13 15.59 4.27 19.74 9.27 10.32
Voya Index Solution 2040 Port S IDXMX 2.13 15.44 4.27 19.50 9.02 10.02
Voya Index Solution 2040 Port S2 IDXNX 2.10 15.22 4.17 19.23 8.83 9.86
Voya Target Retirement 2040 I IRSOX 1.97 15.94 4.27 19.73 9.44 ---
Voya Solution 2040 Port ADV ISNKX 2.04 16.02 4.07 19.63 9.35 9.98
Voya Solution 2040 Port I ISNLX 2.05 16.43 4.17 20.24 9.96 10.55
Voya Solution 2040 Port S ISNMX 2.07 16.23 4.12 19.97 9.66 10.22
Voya Solution 2040 Port S2 ISNNX 2.03 16.04 4.08 19.73 9.46 10.07
Voya Solution 2040 Port T ISNOX 2.04 15.90 4.02 19.44 9.16 9.78
JHancock Multimanager 2040 Lifetime I JHRDX 2.08 17.46 4.41 21.84 --- ---
JHancock Multimanager 2040 Lifetime A JLIAX 2.09 17.16 4.27 21.39 9.67 10.19
JHancock Multimanager 2040 Lifetime R1 JLIDX 2.10 16.91 4.20 21.08 9.33 9.86
JHancock Multimanager 2040 Lifetime R2 JLIEX 2.00 17.02 4.26 21.25 9.59 10.14
JHancock Multimanager 2040 Lifetime R3 JLIFX 2.02 16.93 4.20 21.11 9.42 9.98
JHancock Multimanager 2040 Lifetime R4 JLIGX 2.09 17.25 4.27 21.58 9.85 10.41
JHancock Multimanager 2040 Lifetime R5 JLIHX 2.16 17.56 4.41 21.90 10.08 10.63
JHancock Multimanager 2040 Lifetime R6 JLIIX 2.08 17.59 4.42 21.90 10.12 10.67
JHancock Multimanager 2040 Lifetime 1 JLIOX 2.16 17.57 4.41 21.93 10.09 10.63
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX 1.95 --- 4.32 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX 1.97 --- 4.34 --- --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX 2.00 16.31 4.42 19.84 9.80 10.32
JPMorgan SmartRetirement® Blend 2040 I JOBEX 1.97 16.14 4.39 19.68 9.60 10.11
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX 1.93 15.71 4.26 19.09 9.11 9.65
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX 2.03 16.39 4.45 19.95 9.87 10.38
JHancock Multi-Index 2040 Presv 1 JRROX 1.96 14.91 4.08 18.91 9.07 9.30
JHancock Multi-Index 2040 Presv R4 JRRPX 1.96 14.76 4.06 18.69 8.95 9.14
JHancock Multi-Index 2040 Presv R1 JRRQX 1.90 14.34 3.94 18.21 8.48 8.64
JHancock Multi-Index 2040 Presv R2 JRRRX 1.97 14.58 4.01 18.50 8.67 8.88
JHancock Multi-Index 2040 Presv R6 JRRSX 1.97 14.92 4.15 18.99 9.13 9.36
JHancock Multi-Index 2040 Lifetime 1 JRTTX 2.18 16.22 4.45 21.21 10.23 ---
JHancock Multi-Index 2040 Lifetime R6 JRTWX 2.26 16.21 4.44 21.26 10.28 ---
KP Retirement Path 2040 Institutional KPRFX 2.06 16.45 4.39 20.59 9.62 ---
BlackRock LifePath® Index 2040 Inv A LIKAX 1.72 15.68 4.20 18.88 9.01 9.41
BlackRock LifePath® Index 2040 Instl LIKIX 1.77 15.93 4.33 19.22 9.32 9.68
BlackRock LifePath® Index 2040 K LIKKX 1.79 15.97 4.34 19.27 9.37 9.74
BlackRock LifePath® Dyn 2040 Investor C LPCKX 2.32 16.09 4.56 19.50 7.84 7.75
BlackRock LifePath® Dyn 2040 Investor A LPREX 2.39 16.86 4.84 20.47 8.70 8.58
BlackRock LifePath® Dyn 2040 R LPRKX 2.38 16.62 4.72 20.18 8.46 8.33
BlackRock LifePath® Dyn 2040 K LPSFX 2.46 17.25 4.94 21.02 9.25 9.17
MassMutual RetireSMART 2040 R3 MFRNX 2.04 15.04 4.25 18.87 7.73 8.55
MassMutual RetireSMART 2040 Service MFRSX 2.05 15.49 4.35 19.46 8.25 9.17
MFS® Lifetime 2040 A MLFAX 2.26 16.35 4.22 19.22 10.16 10.41
MFS® Lifetime 2040 B MLFBX 2.22 15.66 4.01 18.30 9.34 9.59
MFS® Lifetime 2040 C MLFCX 2.18 15.63 3.99 18.31 9.33 9.58
MFS® Lifetime 2040 R1 MLFEX 2.17 15.57 3.96 18.26 9.30 9.58
MFS® Lifetime 2040 R2 MLFGX 2.28 16.10 4.13 18.89 9.88 10.13
MFS® Lifetime 2040 R3 MLFHX 2.26 16.36 4.22 19.22 10.13 10.40
MFS® Lifetime 2040 I MLFIX 2.24 16.56 4.26 19.18 10.34 10.63
MFS® Lifetime 2040 R4 MLFJX 2.30 16.61 4.25 19.49 10.41 10.68
MFS® Lifetime 2040 R6 MLFKX 2.24 16.60 4.25 19.62 --- ---
MassMutual RetireSMART 2040 A MRFAX 2.08 15.19 4.24 19.01 7.88 8.77
MassMutual RetireSMART 2040 R5 MRFTX 2.06 15.52 4.36 19.54 8.37 ---
MassMutual RetireSMART 2040 I MRFUX 2.05 15.60 4.36 19.63 8.43 ---
MassMutual RetireSMART 2040 Adm MRFYX 2.06 15.44 4.37 19.42 8.14 9.07
MassMutual RetireSMART 2040 R4 MRFZX 2.01 15.30 4.27 19.11 7.99 ---
MainStay Retirement 2040 R1 MSREX 2.28 16.22 4.24 19.98 9.46 ---
MainStay Retirement 2040 R2 MSRQX 2.26 16.05 4.18 19.68 9.20 9.94
MainStay Retirement 2040 A MSRTX 2.18 16.03 4.20 19.75 9.27 10.03
MainStay Retirement 2040 Inv MSRUX 2.26 16.05 4.18 19.64 9.17 9.93
MainStay Retirement 2040 I MSRYX 2.24 16.34 4.23 20.03 9.56 10.32
MainStay Retirement 2040 R3 MSRZX 2.24 15.80 4.15 19.38 8.90 9.66
Manning & Napier Target 2040 I MTTIX 1.31 18.17 4.02 16.24 7.44 9.23
Manning & Napier Target 2040 K MTTKX 1.42 18.04 3.95 16.08 7.20 8.97
Manning & Napier Target 2040 R MTTRX 1.33 17.84 3.87 15.70 6.92 8.68
Great-West Lifetime Cnsrv 2040 Inv MXBAX 1.74 13.58 3.40 16.57 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX 1.83 13.47 3.43 16.52 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX 1.82 13.93 3.54 17.10 --- ---
Great-West Lifetime 2040 Inv MXBDX 2.25 15.82 4.07 19.90 --- ---
Great-West Lifetime 2040 Svc MXBEX 2.23 15.64 4.03 19.67 --- ---
Great-West Lifetime 2040 L MXBFX 2.14 15.56 3.96 19.68 --- ---
Great-West Lifetime 2040 Instl MXBGX 2.31 16.03 4.17 20.28 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX 2.29 14.95 4.11 19.68 9.65 10.28
Great-West SecureFoundation® LT 2040 Svc MXESX 2.36 14.91 4.03 19.53 9.55 10.18
Great-West SecureFoundation® LT 2040 L MXLKX 2.27 14.89 4.07 19.66 9.62 10.28
State Farm LifePath 2040 B NLBOX 1.75 15.24 4.11 18.45 7.91 7.77
State Farm LifePath 2040 A NLOAX 1.74 15.32 4.16 18.61 8.27 8.28
Natixis Sustainable Future 2040 N NSFHX 1.80 --- 3.95 --- --- ---
Nationwide Destination 2040 A NWMAX 2.15 13.22 3.80 18.64 8.86 9.73
Nationwide Destination 2040 C NWMCX 2.17 12.86 3.68 18.04 8.26 9.14
Nationwide Destination 2040 R NWMDX 2.27 13.13 3.75 18.36 8.56 9.44
Nationwide Destination 2040 R6 NWMHX 2.24 13.73 3.89 19.26 9.35 10.27
Nationwide Destination 2040 Instl Svc NWMSX 2.24 13.57 3.84 18.91 9.11 9.98
T. Rowe Price Target 2040 Advisor PAHHX 1.62 16.28 3.71 18.60 9.34 ---
T. Rowe Price Retirement 2040 Advisor PARDX 1.91 18.38 4.13 21.53 10.39 11.15
Prudential Day One 2040 R1 PDHDX 1.99 14.39 4.06 --- --- ---
Prudential Day One 2040 R2 PDHEX 1.98 14.59 4.05 --- --- ---
Prudential Day One 2040 R3 PDHFX 1.98 14.68 4.14 --- --- ---
Prudential Day One 2040 R4 PDHGX 1.98 14.78 4.23 --- --- ---
Prudential Day One 2040 R5 PDHHX 2.07 14.88 4.22 --- --- ---
Prudential Day One 2040 R6 PDHJX 1.97 14.86 4.22 --- --- ---
PIMCO RealPath™ 2040 Administrative PEOAX 1.52 14.34 3.84 16.57 6.21 5.85
Principal LifeTime Hybrid 2040 R6 PLMTX 2.05 15.62 4.47 19.36 --- ---
Principal LifeTime Hybrid 2040 Instl PLTQX 1.97 15.53 4.39 19.28 10.21 ---
PIMCO RealPath™ 2040 A POFAX 1.53 13.98 3.77 16.31 5.98 5.60
Putnam RetirementReady 2040 R6 PREHX 2.16 14.40 4.42 19.05 --- ---
PIMCO RealPath™ 2040 Institutional PROIX 1.52 14.30 3.90 16.63 6.47 6.10
Putnam RetirementReady 2040 A PRRZX 2.12 14.12 4.29 18.63 9.07 10.27
Putnam RetirementReady 2040 Y PRZZX 2.13 14.34 4.39 18.91 9.33 10.55
Principal LifeTime 2040 A PTDAX 2.00 16.35 4.43 19.29 8.61 9.36
Principal LifeTime 2040 Institutional PTDIX 1.96 16.59 4.48 19.64 9.01 9.74
Principal LifeTime 2040 J PTDJX 1.98 16.50 4.52 19.49 8.76 9.45
Principal LifeTime 2040 R3 PTDMX 1.93 16.11 4.34 19.03 8.39 9.14
Principal LifeTime 2040 R2 PTDNX 1.92 15.90 4.27 18.76 8.18 8.92
Principal LifeTime 2040 R5 PTDPX 1.91 16.36 4.44 19.33 8.72 9.47
Principal LifeTime 2040 R4 PTDSX 1.92 16.24 4.40 19.22 8.59 9.34
PIMCO RealPath Blend 2040 A PVPAX 1.67 14.61 4.14 16.95 --- ---
PIMCO RealPath Blend 2040 Institutional PVPNX 1.67 15.15 4.22 17.55 --- ---
PIMCO RealPath Blend 2040 Administrative PVPRX 1.67 14.87 4.18 17.30 --- ---
Principal LifeTime 2040 R1 PYASX 1.93 15.83 4.27 18.62 8.06 8.79
American Funds 2040 Trgt Date Retire R1 RAKTX 1.87 16.75 4.33 19.24 9.54 10.55
State Farm LifePath 2040 R3 RAUHX 1.76 15.34 4.13 18.65 8.42 8.45
State Farm LifePath 2040 R1 RAUOX 1.75 15.19 4.06 18.31 7.97 7.97
State Farm LifePath 2040 R2 RAUTX 1.74 15.27 4.10 18.43 8.14 8.16
American Funds 2040 Trgt Date Retire R2E RBEKX 1.92 17.13 4.43 19.75 10.05 ---
American Funds 2040 Trgt Date Retire R2 RBKTX 1.87 16.79 4.34 19.37 9.60 10.64
American Funds 2040 Trgt Date Retire R3 RCKTX 1.92 17.26 4.49 19.93 10.06 11.09
American Funds 2040 Trgt Date Retire R4 RDGTX 1.97 17.46 4.53 20.28 10.40 11.43
American Funds 2040 Trgt Date Retire R5 REGTX 2.02 17.78 4.62 20.60 10.73 11.78
American Funds 2040 Trgt Date Retire R6 RFGTX 1.96 17.76 4.64 20.63 10.78 11.80
American Funds 2040 Trgt Date Retire R5E RHGTX 1.97 17.63 4.60 20.50 --- ---
T. Rowe Price Retirement 2040 R RRTDX 1.88 18.13 4.08 21.25 10.11 10.88
State Farm LifePath 2040 Premier SAUAX 1.79 15.46 4.13 18.73 8.34 8.33
State Farm LifePath 2040 Legacy B SAUBX 1.72 15.23 4.12 18.31 7.91 7.89
State Farm LifePath 2040 Inst SAUIX 1.72 15.37 4.12 18.70 8.47 8.51
JPMorgan SmartRetirement® 2040 A SMTAX 1.98 17.32 4.48 20.59 9.67 10.45
JPMorgan SmartRetirement® 2040 C SMTCX 1.93 16.70 4.32 19.81 8.96 9.74
JPMorgan SmartRetirement® 2040 R5 SMTIX 2.02 17.52 4.51 20.84 9.92 10.72
JPMorgan SmartRetirement® 2040 R3 SMTPX 1.95 17.13 4.42 20.33 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX 2.00 17.42 4.50 20.69 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX 1.95 17.41 4.49 20.70 9.77 10.56
JPMorgan SmartRetirement® 2040 R6 SMTYX 2.00 17.60 4.54 20.96 --- ---
JPMorgan SmartRetirement® 2040 R2 SMTZX 1.97 16.97 4.39 20.17 9.35 10.16
State Street Target Retirement 2040 A SSCLX 2.11 16.25 4.40 19.58 9.23 ---
State Street Target Retirement 2040 I SSCNX 2.11 16.44 4.49 19.75 9.49 ---
State Street Target Retirement 2040 K SSCQX 2.11 16.54 4.48 19.84 9.53 ---
Wells Fargo Target 2040 A STFRX 1.88 13.98 3.84 16.98 8.17 9.15
BlackRock LifePath® Dyn 2040 Instl STLEX 2.42 17.08 4.92 20.77 8.96 8.85
Schwab Target 2040 SWERX 1.91 16.59 4.08 20.51 9.99 10.84
Schwab Target 2040 Index SWYGX 2.03 15.24 4.05 19.15 --- ---
ClearTrack 2040 R6 TCKTX 1.91 14.89 3.99 18.53 --- ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX 2.12 18.09 4.84 21.53 10.64 10.92
TIAA-CREF Lifecycle 2040 Institutional TCOIX 2.17 18.47 4.93 21.90 10.93 11.21
ClearTrack 2040 R1 TCRTX 1.85 14.34 3.86 17.73 --- ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX 2.17 18.36 4.93 21.90 --- ---
TIAA-CREF Lifecycle 2040 Premier TCZPX 2.09 18.19 4.85 21.70 10.73 11.04
AB Multi-Manager Select 2040 A TDJAX 1.99 17.06 4.69 21.07 --- ---
AB Multi-Manager Select 2040 C TDJCX 1.94 16.35 4.49 20.24 --- ---
AB Multi-Manager Select 2040 I TDJIX 2.03 17.23 4.79 21.40 --- ---
AB Multi-Manager Select 2040 K TDJKX 1.95 17.06 4.71 21.07 --- ---
AB Multi-Manager Select 2040 R TDJRX 1.96 16.81 4.64 20.82 --- ---
AB Multi-Manager Select 2040 Advisor TDJYX 2.07 17.30 4.84 21.48 --- ---
AB Multi-Manager Select 2040 Z TDJZX 2.12 17.33 4.78 21.45 --- ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX 2.16 16.23 4.35 20.38 10.01 10.87
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX 2.15 16.28 4.33 20.49 --- ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX 2.15 16.34 4.39 20.56 10.18 11.03
TIAA-CREF Lifecycle Index 2040 Retire TLZRX 2.11 16.10 4.32 20.19 9.88 10.75
Invesco Balanced-Risk Retire 2040 A TNDAX 2.17 8.12 4.72 8.70 6.12 5.16
Invesco Balanced-Risk Retire 2040 B TNDBX 2.08 7.38 4.38 8.12 5.37 4.41
Invesco Balanced-Risk Retire 2040 C TNDCX 2.08 7.39 4.39 8.13 5.38 4.41
Invesco Balanced-Risk Retire 2040 R6 TNDFX 2.16 8.22 4.69 8.93 6.33 5.41
Invesco Balanced-Risk Retire 2040 R5 TNDIX 2.16 8.22 4.69 8.79 6.33 5.41
Invesco Balanced-Risk Retire 2040 R TNDRX 2.19 7.74 4.62 8.46 5.86 4.92
Invesco Balanced-Risk Retire 2040 Y TNDYX 2.17 8.23 4.70 8.94 6.35 5.42
1290 Retirement 2040 I TNNIX 1.68 --- 3.72 --- --- ---
T. Rowe Price Target 2040 TRHRX 1.62 16.50 3.77 18.91 9.62 ---
T. Rowe Price Retirement I 2040 I TRPDX 1.99 18.72 4.23 22.03 --- ---
T. Rowe Price Retirement 2040 TRRDX 1.93 18.61 4.20 21.84 10.67 11.44
T. Rowe Price Target 2040 I TRXRX 1.69 16.59 3.85 19.00 --- ---
USAA Target Retirement 2040 URFRX 2.08 14.90 4.03 18.43 8.38 8.26
Vanguard Target Retirement 2040 Inv VFORX 2.06 16.65 4.41 20.32 9.87 10.77
Virtus DFA 2040 Trgt Date Retire Inc I VIDFX 1.97 15.40 4.10 19.52 --- ---
Vanguard Instl Trgt Retire 2040 Instl VIRSX 2.06 16.70 4.44 20.41 --- ---
Invesco Balanced-Risk Retire 2040 AX VRGAX 2.05 7.99 4.59 8.58 6.08 5.14
Invesco Balanced-Risk Retire 2040 CX VRGCX 2.08 7.40 4.39 8.14 5.39 4.42
Invesco Balanced-Risk Retire 2040 RX VRGRX 2.06 7.89 4.62 8.46 5.81 4.89
Virtus DFA 2040 Trgt Date Retire Inc R6 VRTRX 2.04 15.54 4.17 19.86 --- ---
Voya Index Solution 2040 Port Z VSZEX 2.19 15.77 4.39 20.02 --- ---
Virtus DFA 2040 Trgt Date Retire Inc A VTARX 1.97 15.17 4.02 19.31 --- ---
Voya Target Retirement 2040 A VTRJX 2.06 15.78 4.28 19.48 --- ---
Voya Target Retirement 2040 R6 VTRKX 2.05 15.95 4.27 19.71 --- ---
Wells Fargo Target 2040 Admin WFLWX 1.94 14.13 3.90 17.11 8.30 9.32
Wells Fargo Target 2040 R WFMRX 1.89 13.81 3.75 16.72 7.90 ---
Wells Fargo Target 2040 C WFOFX 1.86 13.36 3.69 16.17 7.37 8.36
Wells Fargo Target 2040 R6 WFOSX 1.98 14.44 3.99 17.54 8.69 9.70
Wells Fargo Dynamic Target 2040 A WTDAX 2.27 16.30 3.91 20.35 --- ---
Wells Fargo Dynamic Target 2040 C WTDCX 2.28 15.69 3.74 19.56 --- ---
Wells Fargo Dynamic Target 2040 R WTDDX 2.27 16.19 3.91 20.14 --- ---
Wells Fargo Dynamic Target 2040 R4 WTDEX 2.35 16.67 4.07 20.75 --- ---
Wells Fargo Dynamic Target 2040 R6 WTDFX 2.35 16.77 4.07 20.90 --- ---
Wells Fargo Target 2040 R4 WTFRX 1.93 14.27 3.89 17.31 8.51 ---
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