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®

TIAA-CREF Lifecycle 2040 Retirement Fund (TCLOX)

Performance (1-yr.): 21.72% Expenses: 0.72%
Performance (1-mo.): 2.16% Total Assets: $3.09B
See all details for TCLOX »

TIAA-CREF Lifecycle Index 2040 Fund (TLZIX)

Performance (1-yr.): 21.84% Expenses: 0.16%
Performance (1-mo.): 1.91% Total Assets: $516.37M
See all details for TLZIX »

T. Rowe Price Retirement 2040 Fund (TRRDX)

Performance (1-yr.): 23.65% Expenses: 0.78%
Performance (1-mo.): 2.06% Total Assets: $14.32B
See all details for TRRDX »

T. Rowe Price Target Retirement 2040 Fund (PAHHX)

Performance (1-yr.): Expenses: 1.01%
Performance (1-mo.): 1.75% Total Assets: $18.17M
See all details for PAHHX »

USAA Target Retirement 2040 Fund (URFRX)

Performance (1-yr.): 18.32% Expenses: 0.86%
Performance (1-mo.): 1.86% Total Assets: $1.19B
See all details for URFRX »

Vanguard Target Retirement 2040 Fund (VFORX)

Performance (1-yr.): 22.16% Expenses: 0.18%
Performance (1-mo.): 2.10% Total Assets: $15.21B
See all details for VFORX »

Vantagepoint Milestone 2040 Fund (VPRKX)

Performance (1-yr.): 22.00% Expenses: 0.90%
Performance (1-mo.): 2.66% Total Assets: $335.6M
See all details for VPRKX »

Voya Index Solution 2040 Portfolio (IDXLX)

Performance (1-yr.): 21.20% Expenses: 0.50%
Performance (1-mo.): 1.91% Total Assets: $22,323
See all details for IDXLX »

Voya Retirement Solution 2040 Fund (IRSOX)

Performance (1-yr.): 20.45% Expenses: 0.92%
Performance (1-mo.): 1.92% Total Assets: $64,338
See all details for IRSOX »

Voya Solution 2040 Portfolio (ISNLX)

Performance (1-yr.): 21.43% Expenses: 0.88%
Performance (1-mo.): 1.97% Total Assets: $676,799
See all details for ISNLX »

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