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% | +17.53% | +15.45% | +8.08% | $116.4K | 9.80% |
| T. Rowe Price Retirement 2030 Fund | RRTCX | T. Rowe Price | 0.01% | +13.42% | +12.13% | +5.61% | $29.8K | 8.24% |
| Schwab Target 2030 Index Fund Institutional Shares | SWYEX | Schwab | 0.00% | +13.46% | +12.84% | +6.54% | $1.8K | 7.65% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.