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®

ING Index Solution 2040 Portfolio (IDXLX)

Performance (1-yr.): 19.76% Expenses: 0.50%
Performance (1-mo.): 4.70% Total Assets: $21,381
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ING Retirement Solution 2040 Fund (IRSOX)

Performance (1-yr.): 19.08% Expenses: 0.92%
Performance (1-mo.): 4.83% Total Assets: $61,797
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ING Solution 2040 Portfolios (ISNLX)

Performance (1-yr.): 19.13% Expenses: 0.88%
Performance (1-mo.): 4.68% Total Assets: $21,450
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John Hancock Funds II Retirement Living through II 2040 Portfolio (JRTTX)

Performance (1-yr.): Expenses: 0.69%
Performance (1-mo.): 4.64% Total Assets: $405,505
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John Hancock Funds Retirement Choices at 2040 Portfolio (JRROX)

Performance (1-yr.): 15.44% Expenses: 0.69%
Performance (1-mo.): 4.06% Total Assets: $590.38M
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JPMorgan SmartRetirement® Blend 2040 Fund (JOBBX)

Performance (1-yr.): 17.56% Expenses: 0.50%
Performance (1-mo.): 4.51% Total Assets: $34.85M
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KP Retirement Path 2040 Fund (KPRFX)

Performance (1-yr.): Expenses: 0.54%
Performance (1-mo.): 4.32% Total Assets: $475.07M
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PNC Target 2040 Fund (PDTGX)

Performance (1-yr.): 17.06% Expenses: 0.91%
Performance (1-mo.): 4.54% Total Assets: $1.23M
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Presidential® Managed Risk 2040 Fund (PZDAX)

Performance (1-yr.): 11.32% Expenses: 1.05%
Performance (1-mo.): 2.91% Total Assets: $8.64M
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Strategic Advisers® Multi-Manager 2040 Fund (FEWPX)

Performance (1-yr.): 17.10% Expenses: 1.03%
Performance (1-mo.): 4.62% Total Assets: $488,691
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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