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®

#1 TIAA-CREF Lifecycle Index 2040 Fund (TLZIX)

Performance (1-yr.): 20.59% Expenses: 0.16%
Performance (1-mo.): 4.50% Total Assets: $459.81M
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#1 T. Rowe Price Retirement 2040 Fund (TRRDX)

Performance (1-yr.): 22.74% Expenses: 0.78%
Performance (1-mo.): 4.65% Total Assets: $12.86B
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#3 Vanguard Target Retirement 2040 Fund (VFORX)

Performance (1-yr.): 20.11% Expenses: 0.18%
Performance (1-mo.): 4.48% Total Assets: $14.1B
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#4 Schwab Target 2040 Fund (SWERX)

Performance (1-yr.): 21.24% Expenses: 0.80%
Performance (1-mo.): 4.47% Total Assets: $670.76M
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#5 TIAA-CREF Lifecycle 2040 Retirement Fund (TCLOX)

Performance (1-yr.): 22.22% Expenses: 0.72%
Performance (1-mo.): 4.94% Total Assets: $2.94B
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#6 American Funds 2040 Target Date Retirement Fund® (AAGTX)

Performance (1-yr.): 22.77% Expenses: 0.76%
Performance (1-mo.): 4.58% Total Assets: $1.88B
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#7 Vantagepoint Milestone 2040 Fund (VPRKX)

Performance (1-yr.): 21.87% Expenses: 0.87%
Performance (1-mo.): 4.60% Total Assets: $306.26M
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#8 Legg Mason Target Retirement 2040 (LMYAX)

Performance (1-yr.): 20.14% Expenses: 1.15%
Performance (1-mo.): 4.98% Total Assets: $6.12M
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#9 MFS® Lifetime® 2040 Fund (MLFAX)

Performance (1-yr.): 19.73% Expenses: 1.06%
Performance (1-mo.): 4.97% Total Assets: $245.32M
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#10 JPMorgan SmartRetirement® 2040 Fund (SMTAX)

Performance (1-yr.): 19.26% Expenses: 1.01%
Performance (1-mo.): 4.65% Total Assets: $2.56B
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Top Performing Target Date 2036-2040 Funds As of 03.05.2014

AllianceBernstein 2040 Retirement Strategies Fund (LTLAX)

Total Return: 5.21%

Legg Mason Target Retirement 2040 (LMYAX)

Total Return: 4.98%

MFS® Lifetime® 2040 Fund (MLFAX)

Total Return: 4.97%

American Funds 2040 Target Date Retirement Fund® (AAGTX)

Total Return: 22.77%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 22.74%

TIAA-CREF Lifecycle 2040 Retirement Fund (TCLOX)

Total Return: 22.22%

American Funds 2040 Target Date Retirement Fund® (AAGTX)

Total Return: 12.01%

Schwab Target 2040 Fund (SWERX)

Total Return: 11.74%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 11.49%

* Annualized