News
Precious Metals Continue to Outshine Tech and Biotech Over the Rolling Month
Shauvik Haldar
|
Overall, major U.S. stock indices were down for the rolling month.
Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
4/26/24
Vanguard Target Retirement 2040 Fund
VFORX | Fund | Investor
$40.29
-0.37%
$82.64 B
2.32%
$0.94
14.93%
2.18%
7.69%
7.67%
0.08%
BlackRock Funds III - BlackRock LifePath Index 2040 Port Fd USD Cls INV - A
LIKAX | Fund | Other
$19.07
+0.79%
$8.96 B
0.80%
$0.15
13.49%
1.99%
7.40%
7.32%
0.41%
BlackRock Funds III - BlackRock LifePath Index 2040 Fd USD Cls INST
LIKIX | Fund | Other
$19.12
+0.79%
$8.96 B
0.86%
$0.16
13.73%
2.23%
7.66%
7.59%
0.16%
BlackRock Funds VI - BlackRock LifePath Index 2040 Port Fd USD Cls K
LIKKX | Fund | Other
$19.12
+0.79%
$8.96 B
3.50%
$0.66
13.78%
2.29%
7.72%
7.64%
0.11%
BlackRock Funds III - BlackRock LifePath Index 2040 Fd USD Cls INV - P Shares
LIKPX | Fund | Other
$19.05
+0.79%
$8.96 B
3.20%
$0.61
13.44%
1.99%
7.42%
-
0.41%
Victory Target Retirement 2040 Fund (Formerly USAA Target Retirement 2040 Fund)
URFRX | Fund | Other
$12.46
-0.40%
$1.53 B
2.37%
$0.30
13.93%
1.33%
5.80%
5.71%
0.56%
Schwab Target 2040 Fund
SWERX | Fund | Other
$17.16
-0.46%
$1.13 B
2.01%
$0.34
14.35%
1.88%
7.23%
7.28%
0.51%
Schwab Target 2040 Index Fund
SWYGX | Fund | Other
$16.27
+0.68%
$868.12 M
2.01%
$0.33
14.60%
2.83%
7.84%
-
0.12%
MoA Funds - MoA Clear Passage 2040 Fund USD
MURLX | Fund | Other
$14.05
-0.50%
$842.97 M
2.55%
$0.36
17.45%
-
-
-
0.08%
Wlmg Coll Invst Shs -35- Blackrock LifePath Index 2040 Fund Fee
WBRLNX | Fund | Other
$39.44
-0.43%
$237.53 M
0.00%
-
14.25%
2.04%
-
-
0.11%
BlackRock LifePath Index 2040 Fund Fee Class S
WBRPCX | Fund | Other
$39.08
+0.72%
$237.53 M
0.00%
-
13.77%
2.35%
-
-
0.08%
Putnam Target Date Funds - Putnam Sustainable Retirement 2040 Fd, USD Cls A
PRRZX | Fund | Other
$21.71
+0.70%
$192.74 M
2.12%
$0.46
17.99%
4.57%
7.04%
6.78%
0.75%
Putnam Target Date Funds - Putnam Sustainable Retirement 2040 Fd, USD Cls Y
PRZZX | Fund | Other
$27.58
+0.66%
$192.74 M
1.82%
$0.50
18.26%
4.82%
7.29%
7.05%
0.49%
Putnam Target Date Funds - Putnam Sustainable Ret 2040 Fd USD Cls R6
PREHX | Fund | Other
$27.66
+0.69%
$192.74 M
1.90%
$0.53
18.40%
4.95%
7.40%
-
0.38%
Dfa Investment Dimensions Group Inc - Dimensional 2040 Targ Dt Retir Cl Inc Fd USD Cls INST
DRIHX | Fund | Other
$14.99
+0.67%
$130.36 M
0.76%
$0.11
11.98%
2.49%
7.27%
-
0.07%
Fidelity Flex Freedom Blend 2040 Fund
FCLSX | Fund | Other
$12.32
+0.90%
$60.28 M
4.00%
$0.49
17.00%
3.23%
9.46%
-
-
Wilmington Trust Collective Investment Trust -R6- Legg Mason Total Advantage 2040 Fund
WLMTHX | Fund | Other
$15.33
-0.45%
$38.04 M
0.00%
-
17.11%
3.67%
-
-
0.46%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd USD Cls K
LEKKX | Fund | Other
$12.20
+1.33%
$2.51 M
0.90%
$0.11
14.84%
2.70%
-
-
1.18%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd USD Cls INST
LEKIX | Fund | Other
$12.20
+1.33%
$2.51 M
0.89%
$0.11
14.78%
2.68%
-
-
1.20%
BlackRock Funds III - BlackRock LifePath ESG Index 2040 Fd Inv USD Cls A
LEKAX | Fund | Other
$12.18
+1.25%
$2.51 M
0.83%
$0.10
14.39%
2.39%
-
-
1.48%
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