Target Date 2036-2040

Target Date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2036-2040) for retirement or another goal. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. Over time, management adjusts the allocation among asset classes to more conservative mixes as the target date approaches. Morningstar®

AllianceBernstein 2040 Retirement Strategies Fund (LTLAX)

Performance (1-yr.): 22.82% Expenses: 1.06%
Performance (1-mo.): 1.96% Total Assets: $116.08M
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AllianzGI Retirement 2040 Fund (AVSAX)

Performance (1-yr.): 15.69% Expenses: 1.09%
Performance (1-mo.): 1.45% Total Assets: $43.12M
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American Century Asset Allocation Portfolios One ChoiceSM 2040 Portfolio (ARDMX)

Performance (1-yr.): 17.64% Expenses: 1.18%
Performance (1-mo.): 1.87% Total Assets: $940.37M
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American Century Investments One Choice 2040 Portfolio R6 (ARDUX)

Performance (1-yr.): Expenses: 0.64%
Performance (1-mo.): 1.91% Total Assets: $25.64M
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American Funds 2040 Target Date Retirement Fund® (AAGTX)

Performance (1-yr.): 22.26% Expenses: 0.76%
Performance (1-mo.): 1.61% Total Assets: $2.2B
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BlackRock LifePath 2040 Portfolio (LPREX)

Performance (1-yr.): 18.71% Expenses: 1.10%
Performance (1-mo.): 1.60% Total Assets: $832.14M
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BlackRockLifePath Active 2040 Portfolio (BAPHX)

Performance (1-yr.): 18.24% Expenses: 0.98%
Performance (1-mo.): 1.70% Total Assets: $21.18M
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BlackRock Lifepath Index 2040 Portfolio (LIKIX)

Performance (1-yr.): 19.13% Expenses: 0.25%
Performance (1-mo.): 1.66% Total Assets: $429.81M
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BMO Target Retirement 2040 Fund (BTRQX)

Performance (1-yr.): 21.54% Expenses: 0.61%
Performance (1-mo.): 2.01% Total Assets: $71.8M
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Citi Market Pilot 2040 Fund (CFTWX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): 1.57% Total Assets: $5.18M
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Top Performing Target Date 2036-2040 Funds As of 07.03.2014

QS Legg Mason Target Retirement 2040 (LMYAX)

Total Return: 2.67%

Vantagepoint Milestone 2040 Fund (VPRKX)

Total Return: 2.66%

Wells Fargo Advantage Dow Jones Target 2040 Fund (STFRX)

Total Return: 2.52%

Manning & Napier Target 2030 Series Fund (MTTIX)

Total Return: 24.37%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 23.65%

AllianceBernstein 2040 Retirement Strategies Fund (LTLAX)

Total Return: 22.82%

American Funds 2040 Target Date Retirement Fund® (AAGTX)

Total Return: 12.94%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 12.86%

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX)

Total Return: 12.69%

* Annualized