Best Target-Date 2040 Mutual Funds
Target Date 2040 funds are built for investors with approximately 15 years until retirement. These funds currently hold a growth-oriented allocation heavy in equities, gradually shifting toward bonds as 2040 approaches.
3 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | VFORX | Vanguard | 0.01% | +17.06% | +14.47% | +8.01% | $120.3K | 10.38% |
| T. Rowe Price Retirement 2030 Fund | RRTCX | T. Rowe Price | 0.01% | +13.31% | +11.30% | +5.55% | $30.0K | 8.66% |
| Schwab Target 2030 Index Fund Institutional Shares | SWYEX | Schwab | 0.01% | +13.82% | +12.10% | +6.50% | $1.8K | 8.00% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.