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®
#21 Wells Fargo Advantage Dow Jones Target 2040 Fund (STFRX)
| Performance (1-yr.): 13.14% | Expenses: 1.03% |
| Performance (1-mo.): 1.67% | Total Assets: $1.69B |
#22 Invesco Balanced-Risk Retirement 2040 Fund (TNDAX)
| Performance (1-yr.): 8.46% | Expenses: 1.23% |
| Performance (1-mo.): 1.22% | Total Assets: $83.52M |
#23 The Hartford Target Retirement 2040 Fund (HTMRX)
| Performance (1-yr.): 11.88% | Expenses: 1.35% |
| Performance (1-mo.): 2.29% | Total Assets: $75.24M |
#24 PIMCO RealRetirement 2040 Fund (POFAX)
| Performance (1-yr.): 13.47% | Expenses: 1.37% |
| Performance (1-mo.): 1.65% | Total Assets: $81.74M |
#25 John Hancock Funds II Retirement Living through 2040 Portfolio (JLIAX)
| Performance (1-yr.): 13.14% | Expenses: 1.36% |
| Performance (1-mo.): 1.82% | Total Assets: $670.2M |
#26 MassMutual RetireSMART 2040 Fund (MRFAX)
| Performance (1-yr.): 12.77% | Expenses: 1.40% |
| Performance (1-mo.): 1.68% | Total Assets: $246.66M |
#27 Manning & Napier Target 2030 Series Fund (MTTCX)
| Performance (1-yr.): 14.94% | Expenses: 1.89% |
| Performance (1-mo.): 0.63% | Total Assets: $101.05M |
#28 Fidelity Advisor Freedom 2040 Fund (FAFFX)
| Performance (1-yr.): 12.34% | Expenses: 1.02% |
| Performance (1-mo.): 1.62% | Total Assets: $2.08B |
#29 State Farm LifePath 2040 Fund (SAUAX)
| Performance (1-yr.): 11.18% | Expenses: 1.27% |
| Performance (1-mo.): 2.17% | Total Assets: $1.01B |
#30 BlackRockLifePath Active 2040 Portfolio (BAPHX)
| Performance (1-yr.): 10.49% | Expenses: 1.04% |
| Performance (1-mo.): 1.93% | Total Assets: $14.07M |
