| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| RFGTX | American Funds Trgt Date Ret 2040 R6 | 8.91 | 14.16 | 28.50 | 14.05 | NA |
| REGTX | American Funds Trgt Date Ret 2040 R5 | 8.79 | 14.01 | 28.36 | 13.96 | 4.88 |
| RDGTX | American Funds Trgt Date Ret 2040 R4 | 8.74 | 13.99 | 28.12 | 13.64 | 4.59 |
| AAGTX | American Funds Trgt Date Ret 2040 A | 8.73 | 13.98 | 28.06 | 13.66 | 4.61 |
| RCKTX | American Funds Trgt Date Ret 2040 R3 | 8.59 | 13.75 | 27.52 | 13.25 | 4.21 |
| RBKTX | American Funds Trgt Date Ret 2040 R2 | 8.57 | 13.66 | 27.11 | 12.84 | 3.82 |
| RAKTX | American Funds Trgt Date Ret 2040 R1 | 8.56 | 13.65 | 26.99 | 12.77 | 3.79 |
| SMTAX | JPMorgan SmartRetirement® 2040 A | 8.31 | 13.24 | 28.57 | 13.35 | 5.36 |
| VPRKX | Vantagepoint Milestone 2040 Inv M | 8.28 | 14.87 | 28.70 | 13.28 | 4.55 |
| SMTZX | JPMorgan SmartRetirement® 2040 R2 | 8.22 | 13.08 | 28.23 | 13.05 | NA |
| SYMBOL | COMPANY | 3-MONTH | YTD | 1-YR | 3-YR | 5-YR |
|---|---|---|---|---|---|---|
| MLFJX | MFS Lifetime 2040 R4 | 7.30 | 13.42 | 27.98 | 14.48 | 3.91 |
| MLFHX | MFS Lifetime 2040 R3 | 7.26 | 13.30 | 27.64 | 14.19 | 3.65 |
| MLFAX | MFS Lifetime 2040 A | 7.26 | 13.30 | 27.63 | 14.15 | 3.62 |
| RFGTX | American Funds Trgt Date Ret 2040 R6 | 8.91 | 14.16 | 28.50 | 14.05 | NA |
| SWERX | Schwab Target 2040 | 7.66 | 13.78 | 27.87 | 13.97 | 6.11 |
| REGTX | American Funds Trgt Date Ret 2040 R5 | 8.79 | 14.01 | 28.36 | 13.96 | 4.88 |
| MLFGX | MFS Lifetime 2040 R2 | 7.21 | 13.20 | 27.36 | 13.90 | 3.39 |
| AAGTX | American Funds Trgt Date Ret 2040 A | 8.73 | 13.98 | 28.06 | 13.66 | 4.61 |
| RDGTX | American Funds Trgt Date Ret 2040 R4 | 8.74 | 13.99 | 28.12 | 13.64 | 4.59 |
| TRRDX | T. Rowe Price Retirement 2040 | 7.68 | 13.10 | 27.77 | 13.62 | 5.17 |
*Funds with the best performance in their category for the last 3 months
**Funds with the best performance in their category for the last 3 years
Performance numbers for periods greater than one year are annualized. Excludes mutual funds closed to new investors
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