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Data through 11/20/2009. Our favorite Target Date 2036-2040 funds
Fund Category : Target Date 2036-2040 : Total Returns ( % )
Category Name 1 Month YTD 3 Month 1 Year 3 Year 5 Year
Target Date 2036-2040 -1.14 27.86 7.92 54.47 -5.24 1.16
Oppenheimer Transition 2040 Y -1.19 36.12 7.94 67.43 --- ---
Oppenheimer Transition 2040 A LW -1.32 35.30 7.57 66.52 --- ---
Oppenheimer Transition 2040 A -1.32 35.30 7.57 66.52 --- ---
T. Rowe Price Retirement 2040 -0.53 35.29 8.78 63.92 -3.36 3.01
Oppenheimer Transition 2040 N -1.32 35.14 7.72 66.38 --- ---
T. Rowe Price Retirement 2040 Adv -0.53 35.09 8.76 63.57 -3.58 2.77
T. Rowe Price Retirement 2040 R -0.54 34.82 8.72 63.24 -3.82 2.53
Oppenheimer Transition 2040 B -1.33 34.60 7.50 65.56 --- ---
Oppenheimer Transition 2040 C -1.45 34.43 7.37 65.44 --- ---
PIMCO RealRetirement 2040 Instl 0.13 34.09 7.37 55.21 --- ---
PIMCO RealRetirement 2040 Adm 0.13 33.77 7.32 54.74 --- ---
PIMCO RealRetirement 2040 D 0.13 33.46 7.14 54.24 --- ---
PIMCO RealRetirement 2040 A Load Waived 0.13 33.43 7.13 54.25 --- ---
PIMCO RealRetirement 2040 A 0.13 33.43 7.13 54.25 --- ---
PIMCO RealRetirement 2040 R 0.13 33.09 7.07 53.97 --- ---
JHancock2 Lifecycle 2040 R5 -1.53 32.54 8.68 62.07 -3.77 ---
JHancock2 Lifecycle 2040 1 -1.53 32.39 8.69 62.00 -3.78 ---
PIMCO RealRetirement 2040 C 0.00 32.34 6.81 52.91 --- ---
Van Kampen 2040 Retirement Strategy I -1.39 32.29 8.36 64.39 --- ---
JHancock2 Lifecycle 2040 R4 -1.53 32.28 8.71 61.70 -4.03 ---
Allianz Glbl Inv Solutions 2040 Inst -0.40 32.17 9.62 --- --- ---
Allianz Glbl Inv Solutions 2040 P -0.40 32.04 9.63 --- --- ---
JHancock2 Lifecycle 2040 A Load Waived -1.53 31.96 8.45 61.38 -4.20 ---
JHancock2 Lifecycle 2040 A -1.53 31.96 8.45 61.38 -4.20 ---
Allianz Glbl Inv Solutions 2040 Adm -0.40 31.91 9.58 --- --- ---
Allianz Glbl Inv Solutions 2040 A LW -0.40 31.84 9.59 --- --- ---
Allianz Glbl Inv Solutions 2040 A -0.40 31.84 9.59 --- --- ---
Van Kampen 2040 Retirement Strategy A LW -1.47 31.80 8.22 63.78 --- ---
Van Kampen 2040 Retirement Strategy A -1.47 31.80 8.22 63.78 --- ---
JHancock2 Lifecycle 2040 R1 -1.54 31.80 8.46 61.09 -4.38 ---
JHancock2 Lifecycle 2040 R3 -1.65 31.65 8.47 61.14 -4.36 ---
Allianz Glbl Inv Solutions 2040 D -0.40 31.64 9.54 --- --- ---
Van Kampen 2040 Retirement Strategy R -1.47 31.63 8.15 63.41 --- ---
Allianz Glbl Inv Solutions 2040 R -0.45 31.51 9.50 --- --- ---
Van Kampen 2040 Retirement Strategy C -1.47 31.47 8.08 63.05 --- ---
Allianz Glbl Inv Solutions 2040 C -0.45 30.85 9.43 --- --- ---
MFS Lifetime 2040 R4 -1.33 30.50 8.67 58.80 -4.52 ---
MFS Lifetime 2040 I -1.33 30.45 8.66 58.70 -4.48 ---
MassMutual Select Dest Retire 2040 S -1.41 30.23 8.39 60.89 -5.22 1.20
MFS Lifetime 2040 R3 -1.45 30.15 8.59 58.23 -4.81 ---
MFS Lifetime 2040 A Load Waived -1.34 30.10 8.58 58.32 -4.81 ---
MFS Lifetime 2040 A -1.34 30.10 8.58 58.32 -4.81 ---
MassMutual Select Dest Retire 2040 Y -1.41 30.08 8.40 60.90 -5.27 1.15
MassMutual Select Dest Retire 2040 L -1.41 30.08 8.40 60.60 -5.37 1.05
JPMorgan SmartRetirement 2040 Instl -0.47 30.06 8.84 58.78 -2.42 ---
JPMorgan SmartRetirement 2040 Select -0.47 29.86 8.73 58.51 -2.58 ---
MassMutual Select Dest Retire 2040 A LW -1.42 29.80 8.33 60.25 -5.60 0.79
MassMutual Select Dest Retire 2040 A -1.42 29.80 8.33 60.25 -5.60 0.79
MFS Lifetime 2040 R2 -1.35 29.79 8.51 57.96 -5.02 ---
Fidelity Advisor Freedom 2040 I -1.27 29.63 7.85 54.48 -4.99 1.53
JPMorgan SmartRetirement 2040 A LW -0.47 29.60 8.79 58.14 -2.80 ---
JPMorgan SmartRetirement 2040 A -0.47 29.60 8.79 58.14 -2.80 ---
USAA Target Retirement 2040 -0.21 29.58 9.27 55.39 --- ---
Manning & Napier Target 2040 I -1.81 29.56 7.34 54.97 --- ---
Manning & Napier Target 2040 K -1.82 29.38 7.26 54.59 --- ---
JPMorgan SmartRetirement 2040 R2 -0.47 29.37 8.64 57.69 --- ---
MassMutual Select Dest Retire 2040 N -1.42 29.35 8.32 59.80 -5.89 0.49
MFS Lifetime 2040 R1 -1.47 29.29 8.30 57.12 -5.50 ---
Fidelity Advisor Freedom 2040 A LW -1.28 29.27 7.78 53.98 -5.21 1.28
Fidelity Advisor Freedom 2040 A -1.28 29.27 7.78 53.98 -5.21 1.28
MFS Lifetime 2040 B -1.46 29.26 8.38 57.07 -5.47 ---
Putnam Retirement Ready 2040 Y -1.15 29.25 8.15 55.43 -5.73 1.35
MFS Lifetime 2040 C -1.35 29.25 8.43 57.26 -5.43 ---
Fidelity Advisor Freedom 2040 T -1.37 29.04 7.70 53.61 -5.46 1.03
JPMorgan SmartRetirement 2040 C -0.47 29.02 8.64 57.38 -3.29 ---
Putnam Retirement Ready 2040 A LW -1.16 28.97 8.05 48.91 -14.79 -5.40
Putnam Retirement Ready 2040 A -1.16 28.97 8.05 55.05 -5.96 1.10
American Funds Trgt Date Ret 2040 R5 0.00 28.96 8.92 52.83 --- ---
Manning & Napier Target 2040 R -1.83 28.95 7.16 53.86 --- ---
Manning & Napier Target 2040 C -1.84 28.84 7.21 53.62 --- ---
Wells Fargo Advantage DJ Target 2040 I -1.74 28.76 7.17 57.49 -3.03 2.60
American Funds Trgt Date Ret 2040 A LW -0.12 28.74 8.82 52.33 --- ---
American Funds Trgt Date Ret 2040 A -0.12 28.74 8.82 52.33 --- ---
AllianceBern 2040 Retirement StrAdv -1.93 28.65 8.92 58.29 -6.11 ---
AllianceBern 2040 Retirement Strat I -2.04 28.63 8.83 57.94 -6.12 ---
American Funds Trgt Date Ret 2040 R4 -0.12 28.59 8.70 52.12 --- ---
AIM Balanced-Risk 2040 Institutional -2.97 28.57 5.95 54.65 --- ---
Wells Fargo Advantage DJ Target 2040 Adm -1.82 28.51 7.04 57.12 -3.27 2.37
Hartford Target Retirement 2040 R5 -1.22 28.51 7.79 55.65 --- ---
Fidelity Advisor Freedom 2040 B -1.39 28.46 7.45 52.86 -5.94 0.51
Hartford Target Retirement 2040 R4 -1.22 28.41 7.71 55.51 --- ---
AIM Balanced-Risk 2040 Y -3.10 28.41 5.82 54.55 --- ---
Wells Fargo Advantage DJ Target 2040 Inv -1.82 28.39 7.04 57.12 --- ---
AllianceBern 2040 Retirement Strat K -2.05 28.39 8.86 57.89 -6.32 ---
American Funds Trgt Date Ret 2040 R3 -0.12 28.38 8.74 51.71 --- ---
Fidelity Advisor Freedom 2040 C -1.39 28.34 7.46 52.77 -5.96 0.50
Wells Fargo Advantage DJ Target 2040 A -1.77 28.22 7.10 56.79 -3.52 2.07
Wells Fargo Advantage DJ Target 204 A LW -1.77 28.22 7.10 56.79 -3.52 2.07
AllianceBern 2040 Retirement Strat A LW -2.05 28.21 8.86 57.69 -6.41 ---
AllianceBern 2040 Retirement Strat A -2.05 28.21 8.86 57.69 -6.41 ---
Fidelity Freedom 2040 -1.11 28.18 8.02 53.50 -4.45 2.01
Hartford Target Retirement 2040 R3 -1.22 28.09 7.73 55.25 --- ---
AIM Balanced-Risk 2040 A Load Waived -3.11 28.08 5.69 54.07 --- ---
AIM Balanced-Risk 2040 A -3.11 28.08 5.69 54.07 --- ---
AllianceBern 2040 Retirement Strat R -2.06 28.05 8.78 57.38 -6.57 ---
AIM Balanced-Risk 2040 R -3.00 28.01 5.71 53.76 --- ---
American Funds Trgt Date Ret 2040 R1 -0.12 27.85 8.67 51.14 --- ---
American Funds Trgt Date Ret 2040 R2 -0.12 27.70 8.54 51.09 --- ---
AllianceBern 2040 Retirement Strat C -2.07 27.52 8.71 56.64 -7.05 ---
AllianceBern 2040 Retirement Strat B -2.07 27.52 8.71 56.64 -7.05 ---
Wells Fargo Advantage DJ Target 2040 C -1.86 27.45 6.84 55.65 -4.26 1.31
AIM Balanced-Risk 2040 C -3.14 27.39 5.61 52.96 --- ---
AIM Balanced-Risk 2040 B -3.14 27.39 5.61 52.96 --- ---
Wells Fargo Advantage DJ Target 2040 B -1.85 27.38 6.81 55.64 -4.26 1.30
Russell LifePoints 2040 Strategy S -0.88 27.10 8.18 55.60 -5.32 ---
Russell LifePoints 2040 Strategy R1 -0.77 27.10 8.18 55.60 -5.32 ---
Goldman Sachs Retirement Str 2040 Instl -1.85 27.07 7.48 55.86 --- ---
Vantagepoint Milestone 2040 -0.77 27.04 7.51 54.84 -3.95 ---
Russell LifePoints 2040 Strategy A LW -0.77 26.87 8.23 55.31 -5.55 ---
Russell LifePoints 2040 Strategy A -0.77 26.87 8.23 55.31 -5.55 ---
Russell LifePoints 2040 Strategy E -0.88 26.71 8.10 55.33 -5.59 ---
Goldman Sachs Retirement Str 2040 IR -1.85 26.70 7.33 55.40 --- ---
Russell LifePoints 2040 Strategy R2 -0.88 26.69 8.10 55.33 -6.31 ---
Goldman Sachs Retirement Str 2040 A LW -1.86 26.57 7.36 54.92 --- ---
Goldman Sachs Retirement Str 2040 A -1.86 26.57 7.36 54.92 --- ---
Russell LifePoints 2040 Strategy R3 -0.88 26.56 8.04 54.92 -5.80 ---
State Farm LifePath 2040 R3 -0.98 26.35 7.88 55.11 -5.45 1.64
Goldman Sachs Retirement Str 2040 R -2.00 26.29 7.34 54.70 --- ---
MainStay Retirement 2040 I -0.86 26.21 7.72 49.62 --- ---
MainStay Retirement 2040 A Load Waived -0.86 26.06 7.64 49.20 --- ---
MainStay Retirement 2040 A -0.86 26.06 7.64 49.20 --- ---
Legg Mason Target Retirement 2040 I -1.02 26.03 8.09 55.71 --- ---
DWS LifeCompass 2040 S -1.06 25.97 8.42 51.33 --- ---
MainStay Retirement 2040 Inv -0.86 25.94 7.61 49.10 --- ---
Legg Mason Target Retirement 2040 FI -1.12 25.80 8.12 55.07 --- ---
Legg Mason Target Retirement 2040 A LW -1.12 25.80 8.12 55.07 --- ---
Legg Mason Target Retirement 2040 A -1.12 25.80 8.12 55.07 --- ---
MainStay Retirement 2040 R3 -0.86 25.67 7.64 48.89 --- ---
Principal LifeTime 2040 Instl -0.97 25.64 7.90 51.56 -5.32 1.73
Barclays Global Investors LP 2040 S -1.00 25.63 7.96 54.28 --- ---
Schwab Target 2040 -0.88 25.62 7.52 47.93 -2.94 ---
Legg Mason Target Retirement 2040 R -1.12 25.54 8.02 54.87 --- ---
DWS LifeCompass 2040 A Load Waived -1.20 25.46 8.30 50.65 --- ---
DWS LifeCompass 2040 A -1.20 25.46 8.30 50.65 --- ---
TIAA-CREF Lifecycle 2040 Instl -1.00 25.39 7.58 52.19 --- ---
Nationwide Destination 2040 Instl -1.55 25.38 7.41 53.76 --- ---
Vanguard Target Retirement 2040 -0.58 25.31 7.97 51.52 -3.47 ---
Principal LifeTime 2040 R5 -1.07 25.31 7.82 50.98 -5.58 1.47
Principal LifeTime 2040 A Load Waived -0.98 25.25 7.89 50.88 -5.72 ---
Principal LifeTime 2040 A -0.98 25.25 7.89 50.88 -5.72 ---
Barclays Global Investors LP 2040 I -1.00 25.23 7.87 53.79 -5.57 1.70
BlackRock Lifecycle Prepared 2040 Instl -0.94 25.19 7.78 52.29 --- ---
Principal LifeTime 2040 R4 -1.07 25.15 7.75 50.74 -5.69 1.32
TIAA-CREF Lifecycle 2040 Retire -1.14 25.13 7.42 51.57 -4.70 1.20
State Farm LifePath 2040 Inst -1.06 25.05 7.86 53.50 -5.74 1.53
Nationwide Destination 2040 Instl Svc -1.55 25.04 7.36 53.54 --- ---
Principal LifeTime 2040 R3 -1.07 25.03 7.87 50.72 -5.85 1.15
Legg Mason Target Retirement 2040 C -1.13 25.02 7.93 53.97 --- ---
Barclays Global Investors LP 2040 R -1.05 25.02 7.83 53.35 -5.81 1.45
Principal LifeTime 2040 J -1.07 24.94 7.85 50.56 -5.87 1.11
Nationwide Destination 2040 A LW -1.55 24.86 7.29 52.96 --- ---
Nationwide Destination 2040 A -1.55 24.86 7.29 52.96 --- ---
State Farm LifePath 2040 Legacy A LW -0.99 24.84 7.81 53.21 -5.96 1.26
State Farm LifePath 2040 Legacy A -0.99 24.84 7.81 53.21 -5.96 1.26
DWS LifeCompass 2040 C -1.20 24.79 8.19 49.92 --- ---
Columbia Retirement 2040 Z -1.28 24.76 7.29 50.73 -4.41 ---
Principal LifeTime 2040 R2 -1.17 24.75 7.65 50.29 -6.05 0.95
State Farm LifePath 2040 A Load Waived -1.07 24.74 7.72 53.06 -5.98 ---
State Farm LifePath 2040 A -1.07 24.74 7.72 53.06 -5.98 ---
Principal LifeTime 2040 R1 -1.07 24.72 7.76 50.24 -6.15 0.83
BlackRock Lifecycle Prepared 2040 Inv A -0.94 24.67 7.70 51.71 --- ---
BlackRock Lifecycle Prepared 2040 I A LW -0.94 24.67 7.70 51.71 --- ---
State Farm LifePath 2040 R2 -1.07 24.64 7.73 52.92 -6.09 1.13
Nationwide Destination 2040 R2 -1.56 24.55 7.28 52.86 --- ---
BlackRock Lifecycle Prepared 2040 R -0.95 24.55 7.72 51.35 --- ---
Columbia Retirement 2040 A -1.38 24.46 7.18 50.50 -4.65 ---
Nationwide Destination 2040 R1 -1.56 24.44 7.23 52.45 --- ---
Principal LifeTime 2040 B -1.08 24.41 7.61 49.78 -6.40 ---
State Farm LifePath 2040 Legacy B -1.08 24.35 7.66 52.60 -6.35 0.87
Nationwide Destination 2040 C -1.68 24.35 7.19 52.16 --- ---
State Farm LifePath 2040 R1 -1.08 24.19 7.69 52.44 -6.32 0.89
Columbia Retirement 2040 R -1.28 24.16 7.18 50.04 -4.86 ---
State Farm LifePath 2040 B -1.08 24.06 7.59 52.08 -6.59 ---
Columbia Retirement 2040 C -1.50 23.59 7.08 49.20 -5.34 ---
American Century LIVESTRONG 2040 Instl -0.24 23.22 7.88 46.12 --- ---
American Century LIVESTRONG 2040 Inv -0.24 23.08 7.75 45.78 --- ---
American Century LIVESTRONG 2040 Adv -0.24 22.79 7.77 45.48 --- ---
American Century LIVESTRONG 2040 R -0.35 22.35 7.53 45.00 --- ---
American Indep NestEgg 2040 I -1.08 22.07 7.43 40.58 -4.48 1.18
Legg Mason Target Retirement 2040 IS 3.06 21.77 17.75 1.14 --- ---
American Indep NestEgg 2040 A LW -1.10 21.59 7.28 39.71 -4.97 0.64
American Indep NestEgg 2040 A -1.10 21.59 7.28 39.71 -4.97 0.64
American Indep NestEgg 2040 C -1.11 20.75 7.21 38.87 -5.50 ---
RiverSource Retirement Plus 2040 Y -0.53 18.73 7.32 39.46 -5.82 ---
RiverSource Retirement Plus 2040 R5 -0.53 18.73 7.32 39.58 --- ---
RiverSource Retirement Plus 2040 R4 -0.53 18.41 7.18 39.35 --- ---
RiverSource Retirement Plus 2040 R3 -0.53 18.25 7.19 38.94 --- ---
TIAA-CREF Lifecycle 2040 Premier -1.12 --- --- --- --- ---
MainStay Retirement 2040 R2 -0.74 --- 7.77 --- --- ---
Harbor Target Retirement 2040 Inv -0.72 --- 8.34 --- --- ---
Harbor Target Retirement 2040 Instl -0.72 --- 8.35 --- --- ---
Harbor Target Retirement 2040 Adm -0.72 --- 8.34 --- --- ---
Fidelity Freedom K 2040 -1.14 --- 8.02 --- --- ---
American Funds Trgt Date Ret 2040 R6 0.00 --- 8.95 --- --- ---
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