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.): 24.37% | Expenses: 0.17% |
| Performance (1-mo.): 0.71% | Total Assets: $348.73M |
#2 Schwab Target 2040 Fund (SWERX)
| Performance (1-yr.): 24.49% | Expenses: 0.81% |
| Performance (1-mo.): 0.99% | Total Assets: $541.44M |
#3 Vanguard Target Retirement 2040 Fund (VFORX)
| Performance (1-yr.): 23.99% | Expenses: 0.18% |
| Performance (1-mo.): 0.47% | Total Assets: $11.26B |
#4 T. Rowe Price Retirement 2040 Fund (TRRDX)
| Performance (1-yr.): 24.49% | Expenses: 0.78% |
| Performance (1-mo.): 1.15% | Total Assets: $10.66B |
#5 Vantagepoint Milestone 2040 Fund (VPRKX)
| Performance (1-yr.): 25.74% | Expenses: 0.88% |
| Performance (1-mo.): 1.62% | Total Assets: $238.74M |
#6 American Funds Target Date Retirement 2040 Fund (AAGTX)
| Performance (1-yr.): 24.94% | Expenses: 0.78% |
| Performance (1-mo.): 0.98% | Total Assets: $1.48B |
#7 TIAA-CREF Lifecycle 2040 Retirement Fund (TCLOX)
| Performance (1-yr.): 25.10% | Expenses: 0.74% |
| Performance (1-mo.): 0.96% | Total Assets: $2.32B |
#8 JPMorgan SmartRetirement® 2040 Fund (SMTAX)
| Performance (1-yr.): 24.89% | Expenses: 1.04% |
| Performance (1-mo.): 0.57% | Total Assets: $1.6B |
#9 MFS Lifetime 2040 Fund (MLFAX)
| Performance (1-yr.): 24.72% | Expenses: 1.10% |
| Performance (1-mo.): 0.32% | Total Assets: $183.63M |
#10 American Century Asset Allocation Portfolios One ChoiceSM 2040 Portfolio (ARDMX)
| Performance (1-yr.): 19.72% | Expenses: 1.20% |
| Performance (1-mo.): 0.69% | Total Assets: $588.11M |
