Best Target-Date 2040 Mutual Funds
Browse all 3 Target-Date 2040 mutual funds available on CompareMutualFunds.com. Compare expense ratios, historical returns, and more to make informed investment decisions.
3 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 | VFORX | Vanguard | 0.00% | +13.21% | +14.35% | +11.30% | $114.3K | 12.33% |
| T.Rowe Price Retirement 2030 Fd | RRTCX | T. Rowe Price | 0.01% | +13.60% | +14.81% | +10.86% | $30.4K | 11.23% |
| Schwab Target 2030 Index Fund I | SWYEX | Schwab | 0.00% | +10.48% | +11.76% | +5.59% | $1.8K | 10.05% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.