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®

#31 AllianceBernstein 2040 Retirement Strategies Fund (LTLAX)

Performance (1-yr.): 20.28% Expenses: 1.06%
Performance (1-mo.): 5.21% Total Assets: $134.16M
See all details for LTLAX »

#32 AllianzGI Retirement 2040 Fund (AVSAX)

Performance (1-yr.): 9.93% Expenses: 1.09%
Performance (1-mo.): 3.62% Total Assets: $39.49M
See all details for AVSAX »

#33 PIMCO RealRetirement 2040 Fund (POFAX)

Performance (1-yr.): 5.48% Expenses: 1.19%
Performance (1-mo.): 3.51% Total Assets: $104.3M
See all details for POFAX »

#34 Invesco Balanced-Risk Retirement 2040 Fund (TNDAX)

Performance (1-yr.): 3.63% Expenses: 1.23%
Performance (1-mo.): 2.75% Total Assets: $79.28M
See all details for TNDAX »

American Century Investments One Choice 2040 Portfolio R6 (ARDUX)

Performance (1-yr.): Expenses: 0.64%
Performance (1-mo.): 3.97% Total Assets: $12.82M
See all details for ARDUX »

BlackRock Lifepath Index 2040 Portfolio (LIKIX)

Performance (1-yr.): 15.77% Expenses: 0.27%
Performance (1-mo.): 4.03% Total Assets: $364.72M
See all details for LIKIX »

BMO Target Retirement 2040 Fund (BTRQX)

Performance (1-yr.): 21.24% Expenses: 0.61%
Performance (1-mo.): 4.68% Total Assets: $66.31M
See all details for BTRQX »

Citi Market Pilot 2040 Fund (CFTWX)

Performance (1-yr.): Expenses: 1.10%
Performance (1-mo.): Total Assets: $100
See all details for CFTWX »

Franklin LifeSmart 2040™ Retirement Target Fund (None)

Performance (1-yr.): Expenses: 0.95%
Performance (1-mo.): 3.98% Total Assets: $857,475
See all details for None »

Great-West SecureFoundation® Lifetime 2040 Fund (MXDSX)

Performance (1-yr.): 19.13% Expenses: 0.72%
Performance (1-mo.): 4.36% Total Assets: $5.31M
See all details for MXDSX »

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