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 Hartford Target Retirement 2040 Fund (HTMRX)

Performance (1-yr.): 16.64% Expenses: 1.35%
Performance (1-mo.): 3.84% Total Assets: $76.46M
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#22 Principal LifeTime 2040 Fund (PTDAX)

Performance (1-yr.): 18.77% Expenses: 1.15%
Performance (1-mo.): 4.54% Total Assets: $4.18B
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#23 MassMutual RetireSMART 2040 Fund (MRFAX)

Performance (1-yr.): 18.85% Expenses: 1.37%
Performance (1-mo.): 4.55% Total Assets: $280.04M
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#24 USAA Target Retirement 2040 Fund (URFRX)

Performance (1-yr.): 14.24% Expenses: 0.84%
Performance (1-mo.): 3.97% Total Assets: $1.12B
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#25 Russell LifePoints 2040 Strategy Fund (RXLAX)

Performance (1-yr.): 17.60% Expenses: 1.09%
Performance (1-mo.): 4.55% Total Assets: $137.01M
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#26 Fidelity Advisor Freedom 2040 Fund® (FAFFX)

Performance (1-yr.): 17.37% Expenses: 1.05%
Performance (1-mo.): 4.60% Total Assets: $2.3B
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#27 State Farm LifePath 2040 Fund (SAUAX)

Performance (1-yr.): 15.12% Expenses: 1.20%
Performance (1-mo.): 4.09% Total Assets: $1.21B
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#28 DWS LifeCompass 2040 Fund (TGTAX)

Performance (1-yr.): 18.85% Expenses: 1.10%
Performance (1-mo.): 4.27% Total Assets: $26.3M
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#29 BlackRockLifePath Active 2040 Portfolio (BAPHX)

Performance (1-yr.): 17.88% Expenses: 0.98%
Performance (1-mo.): 4.05% Total Assets: $18.97M
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#30 BlackRock LifePath 2040 Portfolio (LPREX)

Performance (1-yr.): 15.22% Expenses: 1.10%
Performance (1-mo.): 4.05% Total Assets: $823.33M
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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