Continue to site >
Trending ETFs

Target-Date 2040 Funds

View more View less

Overview

Payout

Income

Income Risk

Returns

Filter by Security Type
As of 11/27/24
PGIM TARGET DATE 2040 FUND

PDHJX | Fund | R6

$13.84

0.00%

$48.34 M

3.51%

$0.48

blocked
blocked
blocked

14.66%

0.82%

PIMCO REALPATH Blend 2040 Fund

PVPNX | Fund | Instl

$15.83

0.00%

$587.78 M

2.51%

$0.40

blocked
blocked
blocked

16.20%

0.36%

$16.42

+0.06%

$195.94 M

2.44%

$0.40

blocked
blocked
blocked

14.25%

0.22%

$9.21

-0.86%

$39.30 M

2.25%

$0.21

blocked
blocked
blocked

14.67%

0.39%

$11.84

-0.17%

$12.40 M

2.20%

$0.26

blocked
blocked
blocked

24.17%

2.32%

$13.84

-0.07%

$1.53 B

2.14%

$0.30

blocked
blocked
blocked

14.66%

0.56%

Nuveen Lifecycle 2040 Fund

TCZHX | Fund | I

$11.70

+0.09%

$6.13 B

2.14%

$0.25

blocked
blocked
blocked

15.27%

0.72%

$12.75

+0.55%

$204.90 M

2.13%

$0.27

blocked
blocked
blocked

14.56%

0.60%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$45.21

+0.04%

$82.64 B

2.08%

$0.94

blocked
blocked
blocked

15.04%

0.08%

$15.19

-0.07%

$2.52 B

2.04%

$0.31

blocked
blocked
blocked

14.12%

0.37%

$11.21

0.00%

$946.37 M

1.98%

$0.22

blocked
blocked
blocked

16.53%

1.02%

$15.53

-0.06%

$781.31 M

1.90%

$0.29

blocked
blocked
blocked

18.70%

0.43%

$32.66

+0.06%

$2.76 B

1.89%

$0.62

blocked
blocked
blocked

18.13%

0.65%

$15.41

-0.06%

$113.48 M

1.84%

$0.28

blocked
blocked
blocked

16.48%

0.37%

Schwab Target 2040 Fund

SWERX | Fund | Other

$19.32

+0.05%

$1.18 B

1.79%

$0.34

blocked
blocked
blocked

15.62%

0.51%

Schwab Target 2040 Index Fund

SWYGX | Fund | Other

$18.37

+0.05%

$868.12 M

1.78%

$0.33

blocked
blocked
blocked

16.12%

0.13%

$30.54

+0.03%

$9.50 B

1.75%

$0.53

blocked
blocked
blocked

15.77%

0.27%

Principal LifeTime 2040 Fund

PTDIX | Fund | Instl

$17.49

-0.06%

$4.76 B

1.73%

$0.30

blocked
blocked
blocked

17.19%

0.63%

Transamerica ClearTrack 2040

TCKTX | Fund | R6

$7.87

0.00%

$55.57 M

1.73%

$0.14

blocked
blocked
blocked

15.40%

0.69%

$17.10

0.00%

$430.95 M

1.71%

$0.29

blocked
blocked
blocked

15.07%

0.41%

MFS Lifetime 2040 Fund

MLFIX | Fund | I

$21.13

0.00%

$759.88 M

1.68%

$0.35

blocked
blocked
blocked

16.04%

0.76%

$15.18

+0.13%

$55.68 M

1.66%

$0.25

blocked
blocked
blocked

16.34%

0.96%

$14.36

0.00%

$617.16 M

1.65%

$0.24

blocked
blocked
blocked

15.90%

1.06%

$23.17

0.00%

$3.73 B

1.65%

$0.38

blocked
blocked
blocked

18.30%

0.66%

$30.68

+0.13%

$270.61 M

1.64%

$0.50

blocked
blocked
blocked

19.53%

1.21%

$17.98

+0.62%

$1.32 B

1.62%

$0.29

blocked
blocked
blocked

16.98%

0.60%

1290 Retirement 2040 Fund

TNNIX | Fund | I

$15.04

+0.07%

$7.86 M

1.55%

$0.23

blocked
blocked
blocked

14.29%

2.59%

$11.25

-0.09%

$152.91 M

1.54%

$0.17

blocked
blocked
blocked

17.31%

0.24%

$21.59

-0.18%

$39.42 B

1.52%

$0.33

blocked
blocked
blocked

16.70%

0.37%

$16.62

+0.06%

$39.37 M

1.52%

$0.25

blocked
blocked
blocked

16.49%

0.93%

Get dividend stock picks, research and news in your inbox each week.

Our research team runs the industry’s toughest dividend screening test and only picks from the top 5%.