News
Exploring the Enduring Strength of Chinese Equities in a Shifting Economic Landscape
Shauvik Haldar
|
Overall, major U.S. stock indices were up slightly for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
5/15/24
Vanguard Target Retirement 2040 Fund
VFORX | Fund | Investor
$41.74
+0.48%
$82.64 B
2.25%
$0.94
18.14%
3.66%
8.87%
7.93%
0.08%
BlackRock Funds VI - BlackRock LifePath Index 2040 Port Fd USD Cls K
LIKKX | Fund | Other
$19.90
+1.07%
$8.96 B
0.00%
-
19.18%
3.85%
8.95%
7.93%
0.11%
BlackRock Funds III - BlackRock LifePath Index 2040 Port Fd USD Cls INV - A
LIKAX | Fund | Other
$19.84
+1.02%
$8.96 B
0.77%
$0.15
18.76%
3.52%
8.62%
7.60%
0.41%
BlackRock Funds III - BlackRock LifePath Index 2040 Fd USD Cls INST
LIKIX | Fund | Other
$19.90
+1.07%
$8.96 B
0.83%
$0.16
19.14%
3.80%
8.90%
7.87%
0.16%
BlackRock Funds III - BlackRock LifePath Index 2040 Fd USD Cls INV - P Shares
LIKPX | Fund | Other
$19.82
+1.02%
$8.96 B
0.00%
-
18.79%
3.55%
8.63%
-
0.41%
Victory Target Retirement 2040 Fund (Formerly USAA Target Retirement 2040 Fund)
URFRX | Fund | Other
$12.87
+0.39%
$1.53 B
2.30%
$0.30
18.52%
2.46%
6.81%
5.94%
0.56%
Schwab Target 2040 Fund
SWERX | Fund | Other
$17.71
+0.06%
$1.13 B
1.94%
$0.34
18.62%
3.20%
8.31%
7.56%
0.51%
Schwab Target 2040 Index Fund
SWYGX | Fund | Other
$16.67
+0.06%
$868.12 M
1.96%
$0.33
18.15%
3.84%
8.73%
-
0.12%
MoA Funds - MoA Clear Passage 2040 Fund USD
MURLX | Fund | Other
$14.69
+0.89%
$842.97 M
2.47%
$0.36
22.32%
-
-
-
0.08%
Wlmg Coll Invst Shs -35- Blackrock LifePath Index 2040 Fund Fee
WBRLNX | Fund | Other
$40.72
+0.07%
$237.53 M
0.00%
-
16.41%
3.41%
-
-
0.11%
BlackRock LifePath Index 2040 Fund Fee Class S
WBRPCX | Fund | Other
$40.06
+0.07%
$237.53 M
0.00%
-
16.45%
3.43%
-
-
0.08%
Putnam Target Date Funds - Putnam Sustainable Retirement 2040 Fd, USD Cls A
PRRZX | Fund | Other
$22.61
+1.12%
$192.74 M
2.06%
$0.46
22.88%
6.12%
8.21%
7.17%
0.75%
Putnam Target Date Funds - Putnam Sustainable Ret 2040 Fd USD Cls R6
PREHX | Fund | Other
$28.81
+1.12%
$192.74 M
1.85%
$0.53
23.27%
6.50%
8.58%
-
0.38%
Putnam Target Date Funds - Putnam Sustainable Retirement 2040 Fd, USD Cls Y
PRZZX | Fund | Other
$28.74
+1.16%
$192.74 M
1.77%
$0.50
23.18%
6.40%
8.49%
7.44%
0.49%
Dfa Investment Dimensions Group Inc - Dimensional 2040 Targ Dt Retir Cl Inc Fd USD Cls INST
DRIHX | Fund | Other
$15.57
+0.97%
$130.36 M
0.72%
$0.11
17.24%
3.77%
8.56%
-
0.07%
Fidelity Flex Freedom Blend 2040 Fund
FCLSX | Fund | Other
$12.59
+0.48%
$60.28 M
0.27%
$0.03
20.88%
4.52%
10.56%
-
-
Wilmington Trust Collective Investment Trust -R6- Legg Mason Total Advantage 2040 Fund
WLMTHX | Fund | Other
$15.78
0.00%
$38.04 M
0.00%
-
19.27%
4.90%
-
-
0.46%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd USD Cls K
LEKKX | Fund | Other
$12.66
+1.04%
$2.51 M
0.86%
$0.11
19.84%
4.06%
-
-
1.18%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd Inv USD Cls A
LEKAX | Fund | Other
$12.64
+0.96%
$2.51 M
0.80%
$0.10
19.48%
3.75%
-
-
1.48%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd USD Cls INST
LEKIX | Fund | Other
$12.66
+1.04%
$2.51 M
0.85%
$0.11
19.77%
4.01%
-
-
1.20%
Get the lastest fund and ETF news in your inbox each week.
Receive latest news, trending tickers, top stocks increasing dividend this week and more.
