Target-Date 2040: Total Returns

Data through 12/7/2018. 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 -4.48 -4.71 -6.75 -3.07 6.59 5.38
American Funds 2040 Trgt Date Retire A AAGTX -4.73 -3.36 -6.43 -1.47 7.78 6.80
American Century One Choice 2040 A ARDMX -4.24 -4.31 -6.77 -3.13 5.18 4.97
American Century One Choice 2040 R ARDRX -4.25 -4.53 -6.78 -3.33 4.95 4.71
American Century One Choice 2040 I ARDSX -4.15 -3.87 -6.61 -2.60 5.68 5.45
American Century One Choice 2040 R6 ARDUX -4.17 -3.70 -6.56 -2.50 5.79 5.57
American Century One Choice 2040 Inv ARDVX -4.23 -4.02 -6.61 -2.86 5.47 5.24
American Century One Choice 2040 C ARNOX -4.27 -4.90 -6.88 -3.80 4.41 4.19
AllianzGI Retirement 2040 Administrative AVAMX -5.49 -7.27 -8.00 -5.71 6.17 4.13
AllianzGI Retirement 2040 A AVSAX -5.49 -7.31 -8.00 -5.78 6.10 4.09
AllianzGI Retirement 2040 C AVSCX -5.61 -7.98 -8.18 -6.51 5.30 3.31
AllianzGI Retirement 2040 P AVSPX -5.50 -7.07 -7.95 -5.50 6.43 4.40
AllianzGI Retirement 2040 R AVSRX -5.54 -7.67 -8.11 -6.10 5.74 3.72
AllianzGI Retirement 2040 R6 AVTIX -5.44 -6.97 -7.89 -5.39 6.55 4.52
BlackRock LifePath® Smart Beta 2040 InvA BAPHX -2.91 -4.05 -4.90 -2.76 6.84 5.01
BlackRock LifePath® Smart Beta 2040 K BIPHX -2.88 -3.74 -4.85 -2.50 7.19 5.36
BlackRock LifePath® Smart Beta 2040 Ins BLHIX -2.97 -3.92 -4.85 -2.61 7.07 5.25
BlackRock LifePath® Smart Beta 2040 R BRPHX -2.93 -4.24 -4.93 -3.00 6.60 4.76
BMO Target Retirement 2040 Y BTRMX -5.06 -4.89 -7.45 -3.17 6.54 5.38
BMO Target Retirement 2040 R3 BTRPX -5.05 -5.05 -7.51 -3.39 6.27 5.13
BMO Target Retirement 2040 R6 BTRQX -4.96 -4.46 -7.35 -2.69 6.97 5.82
Columbia Adaptive Retirement 2040 Adv CAROX -2.77 -4.00 -5.48 -2.80 --- ---
Columbia Adaptive Retirement 2040 Inst3 CARQX -2.77 -4.00 -5.48 -2.80 --- ---
American Funds 2040 Trgt Date Retire C CCGTX -4.77 -4.01 -6.63 -2.25 6.93 ---
Dimensional 2040 Target Dt Rtr Inc Instl DRIHX -5.04 -4.79 -7.07 -2.93 7.18 ---
Fidelity Advisor Freedom® 2040 A FAFFX -5.63 -5.57 -8.12 -3.68 6.92 5.75
American Funds 2040 Trgt Date Retire F1 FAUTX -4.70 -3.37 -6.47 -1.50 7.74 ---
American Funds 2040 Trgt Date Retire F2 FBGTX -4.67 -3.10 -6.37 -1.24 8.03 ---
Fidelity Freedom® Index 2040 Investor FBIFX -5.08 -3.93 -7.31 -2.16 7.70 6.33
Fidelity Advisor Freedom® 2040 C FCFFX -5.65 -6.22 -8.22 -4.35 6.15 4.97
American Funds 2040 Trgt Date Retire F3 FCGTX -4.66 -3.03 -6.35 -1.18 --- ---
Fidelity Flex Freedom 2040 FCLSX -5.59 -5.37 -7.98 -3.35 --- ---
Fidelity Freedom® 2040 FFFFX -5.69 -6.08 -8.26 -4.09 7.17 6.16
Fidelity Freedom® Index 2040 Instl Prem FFIZX -5.08 -3.87 -7.26 -2.06 7.76 ---
Fidelity Freedom® Blnd 2040 FHARX -5.52 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 A FHDEX -5.62 --- -7.83 --- --- ---
Fidelity Freedom® Blnd 2040 K6 FHHDX -5.61 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z FHHFX -5.52 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 I FHJFX -5.52 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 Z6 FHOCX -5.61 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 M FHOEX -5.63 --- -7.83 --- --- ---
Fidelity Freedom® 2040 K6 FHTKX -5.69 -5.92 -8.17 -3.88 --- ---
Fidelity Freedom® Blnd 2040 K FHYDX -5.52 --- -7.72 --- --- ---
Fidelity Advisor Freedom® Blnd 2040 C FHZEX -5.63 --- -7.93 --- --- ---
Fidelity Advisor Freedom® 2040 I FIFFX -5.65 -5.34 -8.06 -3.43 7.20 6.00
Fidelity Advisor Freedom® 2040 Z FIJPX -5.58 --- --- --- --- ---
Fidelity Advisor Freedom® 2040 Z6 FKGLX -5.58 -5.15 -8.00 -3.19 --- ---
Franklin LifeSmart™ 2040 Retire Trgt A FLADX -4.41 -3.66 -6.04 -2.34 5.05 4.39
Franklin LifeSmart™ 2040 Retire Trgt C FLOLX -4.49 -4.35 -6.25 -3.04 4.28 3.65
Franklin LifeSmart™ 2040 Retire Trgt R6 FLREX -4.38 -3.45 -6.04 -2.08 5.39 4.73
Franklin LifeSmart™ 2040 Retire Trgt R FLSGX -4.42 -3.93 -6.10 -2.58 4.83 4.19
Franklin LifeSmart™ 2040 Retire Trgt Adv FLSHX -4.46 -3.57 -6.08 -2.24 5.29 4.66
Fidelity Freedom® 2040 K FSNVX -5.69 -5.98 -8.17 -3.98 --- ---
Fidelity Advisor Freedom® 2040 M FTFFX -5.66 -5.78 -8.17 -3.93 6.67 5.48
Goldman Sachs Target Date 2040 A GTAMX -3.87 -3.97 -5.71 -2.69 --- ---
Goldman Sachs Target Date 2040 Instl GTIMX -3.80 -3.59 -5.63 -2.26 --- ---
Goldman Sachs Target Date 2040 Inv GTMMX -3.71 -3.61 -5.65 -2.31 --- ---
Goldman Sachs Target Date 2040 R GTRMX -3.80 -4.12 -5.75 -2.83 --- ---
Goldman Sachs Target Date 2040 Svc GTVMX -3.81 -4.02 -5.75 -2.72 --- ---
Goldman Sachs Target Date 2040 R6 GTZMX -3.90 -3.58 -5.73 -2.26 5.88 5.70
Harbor Target Retirement 2040 Instl HARYX -4.40 -5.54 -7.55 -4.22 5.67 4.50
Voya Index Solution 2040 Port ADV IDXKX -4.90 -4.97 -6.76 -3.34 6.29 5.31
Voya Index Solution 2040 Port I IDXLX -4.91 -4.57 -6.67 -2.84 6.83 5.80
Voya Index Solution 2040 Port S IDXMX -4.91 -4.76 -6.74 -3.10 6.55 5.55
Voya Index Solution 2040 Port S2 IDXNX -4.92 -4.90 -6.76 -3.22 6.42 5.38
Voya Target Retirement 2040 I IRSOX -4.69 -5.44 -6.77 -3.62 6.37 5.57
Voya Solution 2040 Port ADV ISNKX -4.78 -6.36 -7.06 -4.63 5.70 5.44
Voya Solution 2040 Port I ISNLX -4.78 -5.97 -7.00 -4.17 6.20 5.99
Voya Solution 2040 Port S ISNMX -4.76 -6.13 -7.05 -4.37 5.95 5.70
Voya Solution 2040 Port S2 ISNNX -4.76 -6.26 -7.04 -4.54 5.79 5.54
Voya Solution 2040 Port T ISNOX -4.86 -6.58 -7.20 -4.85 5.47 5.23
JHancock Multimanager 2040 Lifetime I JHRDX -5.12 -5.44 -7.72 -3.71 7.10 ---
JHancock Multimanager 2040 Lifetime A JLIAX -5.16 -5.71 -7.69 -3.94 6.75 5.51
JHancock Multimanager 2040 Lifetime R1 JLIDX -5.18 -5.97 -7.80 -4.29 6.41 5.18
JHancock Multimanager 2040 Lifetime R2 JLIEX -5.15 -5.78 -7.75 -4.10 6.68 5.45
JHancock Multimanager 2040 Lifetime R3 JLIFX -5.18 -5.89 -7.73 -4.19 6.53 5.29
JHancock Multimanager 2040 Lifetime R4 JLIGX -5.07 -5.46 -7.68 -3.80 6.92 5.71
JHancock Multimanager 2040 Lifetime R5 JLIHX -5.12 -5.35 -7.64 -3.65 7.13 5.91
JHancock Multimanager 2040 Lifetime R6 JLIIX -5.13 -5.36 -7.65 -3.61 7.20 5.96
JHancock Multimanager 2040 Lifetime 1 JLIOX -5.12 -5.36 -7.64 -3.65 7.14 5.92
JPMorgan SmartRetirement® Blend 2040 R3 JNTEX -4.34 -5.35 -6.39 -3.71 --- ---
JPMorgan SmartRetirement® Blend 2040 R4 JNTNX -4.34 -5.14 -6.33 -3.47 --- ---
JPMorgan SmartRetirement® Blend 2040 R5 JOBBX -4.33 -5.02 -6.29 -3.32 6.93 6.02
JPMorgan SmartRetirement® Blend 2040 I JOBEX -4.34 -5.14 -6.33 -3.48 6.76 5.84
JPMorgan SmartRetirement® Blend 2040 R2 JOBRX -4.43 -5.64 -6.46 -3.98 6.24 5.36
JPMorgan SmartRetirement® Blend 2040 R6 JOBYX -4.29 -4.92 -6.26 -3.23 7.03 6.10
JHancock Multi-Index 2040 Presv 1 JRROX -4.57 -4.19 -6.27 -2.59 6.91 5.60
JHancock Multi-Index 2040 Presv R4 JRRPX -4.55 -4.30 -6.25 -2.68 6.78 5.47
JHancock Multi-Index 2040 Presv R1 JRRQX -4.65 -4.85 -6.42 -3.29 6.24 4.95
JHancock Multi-Index 2040 Presv R2 JRRRX -4.58 -4.58 -6.35 -3.00 6.55 5.20
JHancock Multi-Index 2040 Presv R6 JRRSX -4.58 -4.12 -6.22 -2.54 6.97 5.66
JHancock Multi-Index 2040 Lifetime 1 JRTTX -5.11 -4.80 -7.14 -2.99 7.56 6.25
JHancock Multi-Index 2040 Lifetime R6 JRTWX -5.18 -4.80 -7.14 -2.95 7.57 6.29
KP Retirement Path 2040 Institutional KPRFX -4.55 -4.14 -6.82 -2.38 7.08 ---
BlackRock LifePath® Index 2040 Inv A LIKAX -4.22 -3.91 -6.04 -2.16 6.97 5.92
BlackRock LifePath® Index 2040 Instl LIKIX -4.21 -3.73 -5.97 -1.91 7.24 6.18
BlackRock LifePath® Index 2040 K LIKKX -4.14 -3.69 -5.96 -1.86 7.29 6.25
BlackRock LifePath® Index 2040 Inv P LIKPX -4.15 --- -5.99 --- --- ---
BlackRock LifePath® Dyn 2040 Investor C LPCKX -4.67 -4.80 -6.61 -2.88 6.43 4.76
BlackRock LifePath® Dyn 2040 Investor A LPREX -4.66 -4.09 -6.47 -2.12 7.27 5.56
BlackRock LifePath® Dyn 2040 R LPRKX -4.63 -4.23 -6.42 -2.31 7.08 5.34
BlackRock LifePath® Dyn 2040 K LPSFX -4.62 -3.67 -6.33 -1.71 7.76 6.10
MassMutual RetireSMART by JPM 2040 R3 MFRNX -4.45 -4.82 -6.99 -3.14 5.76 4.23
MassMutual RetireSMART by JPM 2040 Svc MFRSX -4.37 -4.37 -6.83 -2.61 6.30 4.77
MFS® Lifetime 2040 A MLFAX -4.63 -4.10 -7.28 -2.26 7.42 5.97
MFS® Lifetime 2040 B MLFBX -4.63 -4.75 -7.43 -2.97 6.62 5.18
MFS® Lifetime 2040 C MLFCX -4.69 -4.81 -7.46 -3.03 6.61 5.17
MFS® Lifetime 2040 R1 MLFEX -4.71 -4.83 -7.46 -2.99 6.60 5.17
MFS® Lifetime 2040 R2 MLFGX -4.61 -4.32 -7.29 -2.47 7.16 5.71
MFS® Lifetime 2040 R3 MLFHX -4.63 -4.11 -7.29 -2.26 7.41 5.96
MFS® Lifetime 2040 I MLFIX -4.54 -3.84 -7.18 -1.97 7.62 6.19
MFS® Lifetime 2040 R4 MLFJX -4.59 -3.89 -7.22 -2.02 7.69 6.24
MFS® Lifetime 2040 R6 MLFKX -4.58 -3.77 -7.21 -1.90 --- ---
MassMutual Select TRP Retirement 2040 I MMFOX -4.56 --- -6.72 --- --- ---
MassMutual Select TRP Retirement 2040 M5 MMFPX -4.57 --- -6.79 --- --- ---
MassMutual Select TRP Retirement 2040 M4 MMFQX -4.64 --- -6.87 --- --- ---
MassMutual Select TRP Retirement 2040 M3 MMFRX -4.58 --- -6.88 --- --- ---
MassMutual RetireSMART by JPM 2040 A MRFAX -4.42 -4.71 -6.91 -2.96 5.92 4.40
MassMutual RetireSMART by JPM 2040 R5 MRFTX -4.38 -4.23 -6.84 -2.49 6.41 ---
MassMutual RetireSMART by JPM 2040 I MRFUX -4.37 -4.16 -6.83 -2.40 6.50 ---
MassMutual RetireSMART by JPM 2040 Adm MRFYX -4.39 -4.46 -6.85 -2.73 6.18 4.66
MassMutual RetireSMART by JPM 2040 R4 MRFZX -4.38 -4.52 -6.88 -2.87 6.04 ---
MainStay Retirement 2040 R1 MSREX -5.81 -6.49 -8.81 -5.01 5.39 ---
MainStay Retirement 2040 R2 MSRQX -5.79 -6.73 -8.89 -5.47 5.03 4.79
MainStay Retirement 2040 A MSRTX -5.82 -6.61 -8.88 -5.20 5.18 4.92
MainStay Retirement 2040 Inv MSRUX -5.79 -6.65 -8.87 -5.22 5.12 4.85
MainStay Retirement 2040 I MSRYX -5.83 -6.45 -8.85 -4.96 5.44 5.19
MainStay Retirement 2040 R3 MSRZX -5.84 -6.92 -8.93 -5.45 4.83 4.56
Manning & Napier Target 2040 I MTTIX -3.69 -1.92 -5.71 -0.25 6.55 5.02
Manning & Napier Target 2040 K MTTKX -3.73 -2.16 -5.76 -0.50 6.29 4.74
Manning & Napier Target 2040 R MTTRX -3.76 -2.29 -5.72 -0.71 6.04 4.50
Manning & Napier Target 2040 R6 MTTZX -3.69 -1.76 -5.62 -0.16 --- ---
Great-West Lifetime Cnsrv 2040 Inv MXBAX -3.73 -4.31 -5.88 -3.06 --- ---
Great-West Lifetime Cnsrv 2040 Svc MXBBX -3.75 -4.53 -6.01 -3.30 --- ---
Great-West Lifetime Cnsrv 2040 Instl MXBCX -3.63 -4.00 -5.79 -2.73 --- ---
Great-West Lifetime 2040 Inv MXBDX -4.97 -5.46 -7.68 -3.98 --- ---
Great-West Lifetime 2040 Svc MXBEX -4.95 -5.54 -7.65 -3.97 --- ---
Great-West Lifetime 2040 L MXBFX -4.95 -5.62 -7.68 -4.16 --- ---
Great-West Lifetime 2040 Instl MXBGX -4.92 -5.13 -7.59 -3.59 --- ---
Great-West SecureFoundation® LT 2040 Inv MXDSX -4.74 -4.95 -7.31 -3.39 6.86 5.53
Great-West SecureFoundation® LT 2040 Svc MXESX -4.73 -5.12 -7.37 -3.58 6.75 5.42
Great-West SecureFoundation® LT 2040 L MXLKX -4.70 -5.05 -7.32 -3.45 6.83 5.51
Natixis Sustainable Future 2040 N NSFHX -4.27 -2.36 -6.19 -0.83 --- ---
Nationwide Destination 2040 A NWMAX -5.22 -5.23 -7.50 -3.73 6.20 4.94
Nationwide Destination 2040 C NWMCX -5.15 -5.59 -7.57 -4.22 5.66 4.36
Nationwide Destination 2040 R NWMDX -5.25 -5.45 -7.60 -4.02 5.92 4.62
Nationwide Destination 2040 R6 NWMHX -5.07 -4.75 -7.32 -3.23 6.76 5.44
Nationwide Destination 2040 Instl Svc NWMSX -5.19 -4.94 -7.50 -3.58 6.48 5.15
T. Rowe Price Target 2040 Advisor PAHHX -3.78 -4.22 -5.82 -3.14 6.47 5.67
T. Rowe Price Retirement 2040 Advisor PARDX -4.63 -4.59 -6.84 -3.35 7.14 6.21
Prudential Day One 2040 R1 PDHDX -4.42 -4.51 -6.61 -2.70 --- ---
Prudential Day One 2040 R2 PDHEX -4.50 -4.33 -6.60 -2.54 --- ---
Prudential Day One 2040 R3 PDHFX -4.49 -4.16 -6.59 -2.41 --- ---
Prudential Day One 2040 R4 PDHGX -4.48 -3.99 -6.58 -2.21 --- ---
Prudential Day One 2040 R5 PDHHX -4.40 -3.90 -6.49 -2.11 --- ---
Prudential Day One 2040 R6 PDHJX -4.39 -3.81 -6.48 -1.96 --- ---
PIMCO RealPath™ 2040 Administrative PEOAX -4.19 -5.08 -6.08 -3.16 6.47 3.90
Principal LifeTime Hybrid 2040 J PHJEX -5.11 --- -8.04 --- --- ---
Invesco Peak Retirement 2040 A PKKGX -3.94 -5.00 -6.22 --- --- ---
Invesco Peak Retirement 2040 C PKKHX -4.07 -5.70 -6.45 --- --- ---
Invesco Peak Retirement 2040 Y PKKIX -4.03 -4.80 -6.21 --- --- ---
Invesco Peak Retirement 2040 R PKKJX -3.95 -5.20 -6.23 --- --- ---
Invesco Peak Retirement 2040 R5 PKKKX -4.03 -4.80 -6.21 --- --- ---
Invesco Peak Retirement 2040 R6 PKKLX -4.03 -4.80 -6.21 --- --- ---
Principal LifeTime Hybrid 2040 R6 PLMTX -5.17 -5.25 -8.01 -3.73 6.62 ---
Principal LifeTime Hybrid 2040 Instl PLTQX -5.10 -5.25 -8.02 -3.73 6.59 ---
PIMCO RealPath™ 2040 A POFAX -4.23 -5.31 -6.15 -3.46 6.22 3.63
Putnam RetirementReady 2040 R6 PREHX -4.86 -5.44 -7.25 -4.25 --- ---
PIMCO RealPath™ 2040 Institutional PROIX -4.19 -4.91 -6.04 -3.08 6.71 4.12
Putnam RetirementReady 2040 A PRRZX -4.88 -5.76 -7.32 -4.57 5.25 5.58
Putnam RetirementReady 2040 Y PRZZX -4.87 -5.55 -7.27 -4.36 5.51 5.84
Principal LifeTime 2040 A PTDAX -5.06 -5.06 -7.86 -3.58 5.78 5.10
Principal LifeTime 2040 Institutional PTDIX -5.02 -4.78 -7.77 -3.23 6.17 5.48
Principal LifeTime 2040 J PTDJX -5.06 -4.88 -7.78 -3.36 5.96 5.23
Principal LifeTime 2040 R3 PTDMX -5.10 -5.22 -7.89 -3.77 5.56 4.89
Principal LifeTime 2040 R2 PTDNX -5.09 -5.39 -7.93 -3.92 5.39 4.70
Principal LifeTime 2040 R5 PTDPX -5.05 -4.99 -7.82 -3.44 5.89 5.22
Principal LifeTime 2040 R4 PTDSX -5.08 -5.08 -7.87 -3.61 5.76 5.08
PIMCO RealPath Blend 2040 A PVPAX -3.80 -4.54 -5.64 -2.68 7.10 ---
PIMCO RealPath Blend 2040 Institutional PVPNX -3.79 -4.06 -5.54 -2.25 7.67 ---
PIMCO RealPath Blend 2040 Administrative PVPRX -3.80 -4.38 -5.68 -2.50 7.39 ---
Principal LifeTime 2040 R1 PYASX -5.09 -5.52 -7.94 -4.04 5.25 4.57
American Funds 2040 Trgt Date Retire R1 RAKTX -4.78 -4.08 -6.64 -2.33 6.91 5.93
American Funds 2040 Trgt Date Retire R2E RBEKX -4.75 -3.80 -6.60 -2.00 7.27 ---
American Funds 2040 Trgt Date Retire R2 RBKTX -4.79 -4.02 -6.65 -2.26 6.96 6.00
American Funds 2040 Trgt Date Retire R3 RCKTX -4.72 -3.59 -6.50 -1.77 7.42 6.44
American Funds 2040 Trgt Date Retire R4 RDGTX -4.68 -3.36 -6.45 -1.54 7.75 6.77
American Funds 2040 Trgt Date Retire R5 REGTX -4.69 -3.07 -6.38 -1.22 8.06 7.09
American Funds 2040 Trgt Date Retire R6 RFGTX -4.64 -3.02 -6.33 -1.18 8.14 7.14
American Funds 2040 Trgt Date Retire R5E RHGTX -4.68 -3.10 -6.38 -1.27 7.99 ---
T. Rowe Price Retirement 2040 R RRTDX -4.63 -4.81 -6.89 -3.59 6.88 5.95
JPMorgan SmartRetirement® 2040 A SMTAX -4.66 -6.83 -7.18 -5.10 5.91 5.47
JPMorgan SmartRetirement® 2040 C SMTCX -4.68 -7.35 -7.29 -5.62 5.25 4.80
JPMorgan SmartRetirement® 2040 R5 SMTIX -4.58 -6.55 -7.12 -4.80 6.19 5.73
JPMorgan SmartRetirement® 2040 R3 SMTPX -4.62 -6.91 -7.18 -5.21 --- ---
JPMorgan SmartRetirement® 2040 R4 SMTQX -4.61 -6.73 -7.14 -4.96 --- ---
JPMorgan SmartRetirement® 2040 I SMTSX -4.64 -6.69 -7.12 -4.93 6.03 5.59
JPMorgan SmartRetirement® 2040 R6 SMTYX -4.58 -6.47 -7.09 -4.70 6.27 ---
JPMorgan SmartRetirement® 2040 R2 SMTZX -4.68 -7.16 -7.27 -5.43 5.56 5.16
State Street Target Retirement 2040 I SSCNX -4.27 -4.81 -6.86 -2.94 7.19 ---
State Street Target Retirement 2040 K SSCQX -4.26 -4.81 -6.86 -2.94 7.20 ---
Wells Fargo Target 2040 A STFRX -3.79 -4.03 -5.78 -2.38 6.56 4.99
BlackRock LifePath® Dyn 2040 Instl STLEX -4.65 -3.83 -6.36 -1.86 7.57 5.83
Schwab Target 2040 SWERX -5.12 -6.02 -8.03 -4.35 5.93 5.65
Schwab Target 2040 Index SWYGX -4.37 -3.56 -6.27 -2.02 --- ---
ClearTrack 2040 R6 TCKTX -4.41 -4.90 -6.48 -3.34 6.49 ---
TIAA-CREF Lifecycle 2040 Retirement TCLOX -5.88 -5.95 -8.66 -4.17 6.76 5.81
TIAA-CREF Lifecycle 2040 Institutional TCOIX -5.83 -5.74 -8.58 -3.91 7.03 6.07
ClearTrack 2040 R1 TCRTX -4.48 -5.46 -6.66 -3.91 5.69 ---
TIAA-CREF Lifecycle 2040 Advisor TCZHX -5.83 -5.75 -8.66 -4.02 6.98 ---
TIAA-CREF Lifecycle 2040 Premier TCZPX -5.86 -5.94 -8.70 -4.15 6.87 5.90
AB Multi-Manager Select 2040 A TDJAX -4.83 -5.54 -6.62 -3.68 6.85 ---
AB Multi-Manager Select 2040 C TDJCX -4.89 -6.16 -6.86 -4.41 6.09 ---
AB Multi-Manager Select 2040 I TDJIX -4.83 -5.39 -6.64 -3.50 7.07 ---
AB Multi-Manager Select 2040 K TDJKX -4.86 -5.50 -6.69 -3.68 6.86 ---
AB Multi-Manager Select 2040 R TDJRX -4.88 -5.77 -6.72 -3.95 6.61 ---
AB Multi-Manager Select 2040 Advisor TDJYX -4.81 -5.36 -6.59 -3.45 7.13 ---
AB Multi-Manager Select 2040 Z TDJZX -4.85 -5.33 -6.60 -3.48 7.12 ---
TIAA-CREF Lifecycle Index 2040 Premier TLPRX -4.76 -3.56 -6.77 -1.93 7.54 6.45
TIAA-CREF Lifecycle Index 2040 Advisor TLZHX -4.79 -3.44 -6.79 -1.88 7.65 ---
TIAA-CREF Lifecycle Index 2040 Instl TLZIX -4.79 -3.39 -6.74 -1.80 7.70 6.61
TIAA-CREF Lifecycle Index 2040 Retire TLZRX -4.78 -3.62 -6.80 -2.04 7.43 6.34
Invesco Balanced-Risk Retire 2040 A TNDAX 0.40 -6.05 -2.74 -3.71 5.82 4.17
Invesco Balanced-Risk Retire 2040 C TNDCX 0.27 -6.75 -2.92 -4.39 5.09 3.45
Invesco Balanced-Risk Retire 2040 R6 TNDFX 0.54 -5.77 -2.59 -3.44 6.08 4.43
Invesco Balanced-Risk Retire 2040 R5 TNDIX 0.40 -6.02 -2.72 -3.57 6.03 4.40
Invesco Balanced-Risk Retire 2040 R TNDRX 0.41 -6.33 -2.89 -3.98 5.56 3.93
Invesco Balanced-Risk Retire 2040 Y TNDYX 0.40 -5.90 -2.73 -3.46 6.04 4.41
1290 Retirement 2040 I TNNIX -2.96 -1.64 -4.76 -0.48 --- ---
T. Rowe Price Target 2040 TRHRX -3.84 -4.06 -5.79 -2.90 6.74 5.94
T. Rowe Price Retirement I 2040 I TRPDX -4.58 -4.29 -6.74 -3.01 7.53 ---
T. Rowe Price Retirement 2040 TRRDX -4.62 -4.41 -6.77 -3.14 7.40 6.48
T. Rowe Price Target 2040 I TRXRX -3.83 -3.91 -5.78 -2.75 --- ---
USAA Target Retirement 2040 URFRX -4.08 -5.89 -6.29 -4.28 6.14 4.49
Vanguard Target Retirement 2040 Inv VFORX -4.71 -4.50 -6.77 -2.70 7.33 6.24
Vanguard Instl Trgt Retire 2040 Instl VIRSX -4.69 -4.45 -6.77 -2.65 7.38 ---
Invesco Balanced-Risk Retire 2040 AX VRGAX 0.40 -6.05 -2.74 -3.71 5.83 4.17
Invesco Balanced-Risk Retire 2040 CX VRGCX 0.41 -6.76 -2.92 -4.40 5.10 3.43
Invesco Balanced-Risk Retire 2040 RX VRGRX 0.41 -6.33 -2.89 -3.98 5.52 3.91
Voya Target Retirement 2040 R VRRKX -4.72 --- -6.88 --- --- ---
Voya Index Solution 2040 Port Z VSZEX -4.88 -4.36 -6.63 -2.65 7.01 ---
Voya Target Retirement 2040 A VTRJX -4.71 -5.69 -6.80 -3.88 --- ---
Voya Target Retirement 2040 R6 VTRKX -4.69 -5.37 -6.77 -3.59 --- ---
Wells Fargo Target 2040 Admin WFLWX -3.80 -3.92 -5.74 -2.26 6.66 5.12
Wells Fargo Target 2040 R WFMRX -3.80 -4.27 -5.85 -2.63 6.30 4.73
Wells Fargo Target 2040 C WFOFX -3.83 -4.68 -5.96 -3.09 5.76 4.21
Wells Fargo Target 2040 R6 WFOSX -3.79 -3.67 -5.71 -1.95 7.02 5.48
Wells Fargo Dynamic Target 2040 A WTDAX -4.07 -2.16 -6.21 -0.44 7.56 ---
Wells Fargo Dynamic Target 2040 C WTDCX -4.17 -2.85 -6.40 -1.21 6.76 ---
Wells Fargo Dynamic Target 2040 R4 WTDEX -4.12 -1.89 -6.18 -0.23 7.88 ---
Wells Fargo Dynamic Target 2040 R6 WTDFX -4.12 -1.81 -6.09 -0.09 8.05 ---
Wells Fargo Target 2040 R4 WTFRX -3.79 -3.79 -5.72 -2.13 6.87 5.32