🡄 1-20 21-40 41-60 61-80 81-99 🡆
No. | Name (Ticker) | Short Description | Current Price | %YTD Gains | Expense Ratio | |||
---|---|---|---|---|---|---|---|---|
Sorted by Year-to-Date % Gains. Click on the arrow buttons to sort the table as per the desired column | ||||||||
1. | MFS Lifetime 2040 Fund Class R6 (MLFKX) | The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund ...Detailed Profile | $21.77 | 14.72% | 0.45% | |||
2. | MFS Lifetime 2040 Fund Class I (MLFIX) | The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund ...Detailed Profile | $21.69 | 14.22% | 0.59% | |||
3. | MFS Lifetime 2040 Fund Class R2 (MLFGX) | The fund investment attempts a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, ...Detailed Profile | $21.35 | 13.85% | 1.09% | |||
4. | MFS Lifetime 2040 Fund Class R1 (MLFEX) | The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund ...Detailed Profile | $21.23 | 13.5% | 1.59% | |||
5. | MFS Lifetime 2040 Fund Class C (MLFCX) | The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund ...Detailed Profile | $21.02 | 13.47% | 1.59% | |||
6. | Fidelity Freedom 2040 Fund (FFFFX) | The investment seeks high total return until its target retirement date. The fund invests in a combination of Fidelity ‚ U.S. equity funds, ...Detailed Profile | $12.89 | 13.38% | 0.75% | |||
7. | Prudential Day One 2040 Fund Class R2 (PDHEX) | The investment seeks a balance between growth and conservation of capital. The fund pursues its objective by investing in a diversified portfolio of ...Detailed Profile | $14.73 | 13.36% | 0.9% | |||
8. | BlackRock LifePath Dynamic 2040 Fund Institutional Shares (STLEX) | The fund investment attempts to provide for retirement outcomes based on quantitatively measured risk. The fund allocates and reallocates its assets ...Detailed Profile | $20.35 | 13.04% | 0.65% | |||
9. | T. Rowe Price Retirement I 2040 Fund I Class (TRPDX) | The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund pursues its objective by ...Detailed Profile | $18.48 | 13.01% | 0.43% | |||
10. | T. Rowe Price Retirement 2040 Fund (TRRDX) | The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified ...Detailed Profile | $34.98 | 12.91% | 0.6% | |||
11. | Schwab Target 2040 Fund (SWERX) | The fund works with an aim to provide capital appreciation and income consistent with its current asset allocation. The fund seeks to achieve its ...Detailed Profile | $20.39 | 12.87% | 0.64% | |||
12. | T. Rowe Price Retirement 2040 Fund Advisor Class (PARDX) | The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified ...Detailed Profile | $34.56 | 12.79% | 0.85% | |||
13. | Voya Target Retirement 2040 Fund Class A (VTRJX) | The fund investment attempts to provide total return consistent with an asset allocation targeted at retirement in approximately 2040. The fund invests ...Detailed Profile | $16.68 | 12.79% | 0.56% | |||
14. | Fidelity Advisor Freedom 2040 Fund Class I (FIFFX) | The fund investment attempts high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. ...Detailed Profile | $18.38 | 12.72% | 0.75% | |||
15. | BlackRock LifePath Dynamic 2040 Fund Class R Shares (LPRKX) | The mutual fund is designed to provide for retirement outcomes based on quantitatively measured risk. The fund allocates and reallocates its assets among ...Detailed Profile | $20.07 | 12.7% | 1.1% | |||
16. | Fidelity Advisor Freedom 2040 Fund Class A (FAFFX) | The investment seeks high total return with a secondary objective of principal preservation as the fund approaches its target date and beyond. The fund ...Detailed Profile | $18.2 | 12.64% | 1% | |||
17. | BlackRock LifePath Dynamic 2040 Fund Class K Shares (LPSFX) | The fund works with an aim to provide for retirement outcomes based on quantitatively measured risk. The fund allocates and reallocates its assets among ...Detailed Profile | $20.5 | 12.59% | 0.4% | |||
18. | T. Rowe Price Retirement 2040 Fund Class R (RRTDX) | The fund investment attempts the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a ...Detailed Profile | $34.2 | 12.56% | 1.1% | |||
19. | John Hancock Funds Multi-Index 2040 Lifetime Portfolio Class R6 (JRTWX) | The fund investment attempts high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The ...Detailed Profile | $14.63 | 12.48% | 0.32% | |||
20. | John Hancock Funds Multi-Index 2040 Lifetime Portfolio Class 1 (JRTTX) | The investment seeks high total return through the fund's target retirement date, with a greater focus on income beyond the target date. The fund ...Detailed Profile | $14.63 | 12.48% | 0.36% | |||
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