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Trending ETFs

Target-Date 2040 Funds

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Overview

Payout

Income

Income Risk

Returns

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As of 5/17/24
ONE CHOICE 2040 PORTFOLIO

ARDSX | Fund | I

$13.53

+0.07%

$1.45 B

4.31%

$0.58

blocked
blocked
blocked

5.46%

0.69%

PGIM TARGET DATE 2040 FUND

PDHJX | Fund | R6

$12.91

+0.16%

$48.34 M

3.75%

$0.48

blocked
blocked
blocked

6.96%

0.72%

Empower Lifetime 2040 Fund

MXBGX | Fund | Instl

$11.07

+0.09%

$418.38 M

3.57%

$0.39

blocked
blocked
blocked

6.85%

0.56%

$15.61

+0.06%

$39.37 M

3.31%

$0.52

blocked
blocked
blocked

7.66%

0.93%

$12.22

+0.16%

$2.13 B

2.97%

$0.36

blocked
blocked
blocked

8.72%

0.48%

Fidelity Freedom 2040 Fund

FSNVX | Fund | K

$11.41

+0.18%

$27.63 B

2.67%

$0.30

blocked
blocked
blocked

9.22%

0.64%

$14.66

+0.07%

$842.97 M

2.45%

$0.36

blocked
blocked
blocked

8.11%

0.08%

$10.85

0.00%

$12.40 M

2.39%

$0.26

blocked
blocked
blocked

13.79%

2.32%

$12.98

+0.15%

$1.53 B

2.28%

$0.30

blocked
blocked
blocked

7.54%

0.56%

$11.90

+0.17%

$204.90 M

2.28%

$0.27

blocked
blocked
blocked

6.92%

0.60%

Nuveen Lifecycle 2040 Fund

TCZHX | Fund | I

$11.00

+0.18%

$6.13 B

2.26%

$0.25

blocked
blocked
blocked

8.37%

0.70%

$9.21

-0.86%

$39.30 M

2.25%

$0.21

blocked
blocked
blocked

6.45%

0.39%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$42.11

+0.14%

$82.64 B

2.23%

$0.94

blocked
blocked
blocked

7.15%

0.08%

$14.17

0.00%

$2.52 B

2.17%

$0.31

blocked
blocked
blocked

6.46%

0.37%

$16.62

+0.12%

$2.69 B

2.16%

$0.36

blocked
blocked
blocked

9.02%

0.74%

$10.40

+0.10%

$946.37 M

2.13%

$0.22

blocked
blocked
blocked

8.11%

1.02%

$22.56

+0.04%

$192.74 M

2.04%

$0.46

blocked
blocked
blocked

11.90%

0.75%

$30.32

+0.13%

$2.41 B

2.03%

$0.62

blocked
blocked
blocked

9.67%

0.65%

$14.47

+0.14%

$641.16 M

2.02%

$0.29

blocked
blocked
blocked

10.60%

0.43%

$14.26

+0.07%

$100.16 M

1.97%

$0.28

blocked
blocked
blocked

7.79%

0.42%

Schwab Target 2040 Index Fund

SWYGX | Fund | Other

$16.91

+0.18%

$868.12 M

1.94%

$0.33

blocked
blocked
blocked

6.89%

0.12%

$18.00

+0.22%

$332.54 M

1.92%

$0.35

blocked
blocked
blocked

8.11%

0.85%

Schwab Target 2040 Fund

SWERX | Fund | Other

$17.95

+0.11%

$1.13 B

1.92%

$0.34

blocked
blocked
blocked

7.42%

0.51%

$28.40

+0.07%

$8.66 B

1.88%

$0.53

blocked
blocked
blocked

7.66%

0.27%

Transamerica ClearTrack 2040

TCKTX | Fund | R6

$7.30

+0.14%

$55.57 M

1.86%

$0.14

blocked
blocked
blocked

7.04%

0.69%

Principal LifeTime 2040 Fund

PTDIX | Fund | Instl

$16.35

+0.12%

$4.53 B

1.84%

$0.30

blocked
blocked
blocked

9.55%

0.63%

$28.75

+0.03%

$192.74 M

1.83%

$0.53

blocked
blocked
blocked

11.81%

0.38%

$16.02

+0.13%

$430.95 M

1.81%

$0.29

blocked
blocked
blocked

7.81%

0.41%

MFS Lifetime 2040 Fund

MLFIX | Fund | I

$19.68

+0.10%

$759.88 M

1.80%

$0.35

blocked
blocked
blocked

8.07%

0.78%

$13.28

+0.15%

$617.16 M

1.77%

$0.24

blocked
blocked
blocked

7.18%

1.06%

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