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®

PIMCO RealRetirement 2040 Fund (POFAX)

Performance (1-yr.): 13.75% Expenses: 1.18%
Performance (1-mo.): 1.53% Total Assets: $123.28M
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PNC Target 2040 Fund (PDTGX)

Performance (1-yr.): 19.77% Expenses: 0.91%
Performance (1-mo.): 2.29% Total Assets: $1.29M
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Presidential® Managed Risk 2040 Fund (PZDAX)

Performance (1-yr.): 14.03% Expenses: 1.05%
Performance (1-mo.): 1.46% Total Assets: $9.01M
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Principal LifeTime 2040 Fund (PTDAX)

Performance (1-yr.): 20.00% Expenses: 1.15%
Performance (1-mo.): 1.98% Total Assets: $4.41B
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Putnam RetirementReady 2040 Fund (PRRZX)

Performance (1-yr.): 20.67% Expenses: 1.15%
Performance (1-mo.): 1.71% Total Assets: $24.2M
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QS Legg Mason Target Retirement 2040 (LMYAX)

Performance (1-yr.): 22.49% Expenses: 1.15%
Performance (1-mo.): 2.67% Total Assets: $7.05M
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Russell LifePoints 2040 Strategy Fund (RXLAX)

Performance (1-yr.): 19.55% Expenses: 1.09%
Performance (1-mo.): 1.68% Total Assets: $114.41M
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Schwab Target 2040 Fund (SWERX)

Performance (1-yr.): 21.50% Expenses: 0.80%
Performance (1-mo.): 2.14% Total Assets: $731.49M
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State Farm LifePath 2040 Fund (SAUAX)

Performance (1-yr.): 18.59% Expenses: 1.18%
Performance (1-mo.): 1.62% Total Assets: $1.31B
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Strategic Advisers® Multi-Manager 2040 Fund (FEWPX)

Performance (1-yr.): 19.57% Expenses: 1.01%
Performance (1-mo.): 1.94% Total Assets: $549,469
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Top Performing Target Date 2036-2040 Funds As of 07.03.2014

QS Legg Mason Target Retirement 2040 (LMYAX)

Total Return: 2.67%

Vantagepoint Milestone 2040 Fund (VPRKX)

Total Return: 2.66%

Wells Fargo Advantage Dow Jones Target 2040 Fund (STFRX)

Total Return: 2.52%

Manning & Napier Target 2030 Series Fund (MTTIX)

Total Return: 24.37%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 23.65%

AllianceBernstein 2040 Retirement Strategies Fund (LTLAX)

Total Return: 22.82%

American Funds 2040 Target Date Retirement Fund® (AAGTX)

Total Return: 12.94%

T. Rowe Price Retirement 2040 Fund (TRRDX)

Total Return: 12.86%

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX)

Total Return: 12.69%

* Annualized