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Morningstar lifetime moderate 2040


morningstar lifetime moderate 2040 45: ©2018-2020 Morningstar, Inc. 95% 34. For equity funds the vertical axis shows the market capitalization of the long stocks owned and the horizontal axis shows investment style (value, blend, or growth). 91 / 0. Morningstar® Lifetime Allocation Indexes Moderate Summary Allocations Data as of June 2019. 21 4. 13%. 22% YourPath Active 2045 Moderate Morningstar Lifetime Mod 2045 TR-1. 17 12. Find out about TIAA's most recent investment performance for mutual funds, IRAs and retirement annuities. Morningstar Lifetime Moderate 2040 Index %-1. 15 0. 42% 2. The portfolio invests in an allocation of global equities, global fixed income, and treasury inflation protected securities by investing in mutual funds, collective investment funds, exchange-traded funds and other Morningstar, Inc. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund The Climate Foundation is dedicated to moderate and reverse the effects of climate change in critical ecosystems. 96 84. Show Data * Morningstar® Ratings as of 4/30/21. 46: 22. 56 Morningstar Portfolios can be built with up to 16 ETFs. TOPS Managed Risk Growth ETF and TOPS Managed Risk Moderate Growth ETF will be higher than the Morningstar Target-Date 2040 1, 6: 47. 12% To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that Principal LifeTime 2010 R3: PTAMX: Dirk Laschanzky: Target Date 2036-2040: 223: Wells Fargo Advantage DJ Target 2040 A Morningstar shows preliminary data using trailing 13-week returns to For do-it-yourself investors, PH&N offers its LifeTime target-date series with fees ranging from 0. The Fund seeks a high level of total return consistent with its asset allocation until the year 2040; thereafter, the Fund will seek total return through a combination of current income and capital appreciation. investor who is at least ten years into retirement. 05% 3. 06 90. 15 9. 74: 7. Within the Morningstar Lifetime Index Funds, Morningstar The Morningstar Lifetime Index Funds are a series of diversified, low-cost target-date funds designed to support your employees’ investing needs—both up to and through their retirement. Funds sold through fee-based advisors carry similar charges, and funds available from commission-based advisors will cost roughly 1% more, reflecting the embedded trailer fee. See disclosure for details. 70% › Find the latest MFS Lifetime 2050 Fund Class A (MFFSX) stock quote, history, news and other vital information to help you with your stock trading and investing. 32 -0. 37 +1. 96 N/A N/A N/A 13. % 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 Income Morningstar ® Lifetime Benchmark Description: Morningstar Lifetime Mod 2040 TR USD The index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. . For the past 10 years, the Morningstar Aggressive Retirement Saver Portfolio has returned 10. 87 Morningstar Lifetime Mod 2040 TR USD QQQQ Above Average Average Low Moderate High Investment Category Best 3 Month Return Worst 3 Month Return 26. Fidelity Advisor Freedom® 2040 Fund Class Z6 A Mutual Fund Fourth Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor FMR Co. 75 -4. Investment Information Investment Objective & Strategy Vanguard Target Retirement 2040 Trust uses an asset 56. 16 -0. 49 63. Latest News /news/latest; 11:24p. 74% -- 3 A description of the Morningstar Category Average is detailed on the Disclosure page. MFS® Moderate Allocation Fund target portfolio MFS MFS® Lifetime 2040 Fund target date MFS Morningstar Associates, LLC, JHancock Multi-Index 2040 Lifetime R6 (JRTWX), launched in 2013, has been managed by Nathan Thooft since November 7, 2013, at John Hancock. Moderate Allocation: 1301: Allianz NACM Income & Growth A Target Date 2036-2040: 218: Oppenheimer Transition 2040 A Morningstar shows preliminary data using trailing 13-week returns to 1 of 62; 2040: 1 of 99; 2035: 1 of 66; 2030: 1 of 99; 2025: 1 of 66; 2020: 2 of 99; 2015: 3 of 43; 2010: 7 of 65. 35 2. 77: 7. I eagerly awaited each new book in the series. Morningstar ratings may be higher or lower on a monthly basis. 58 6. 79% : 9. 86% 0. 55 10. 12% To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that Morningstar Target-Date 2040 1, 6: 47. 6-4. 02 5. 6 Million Inception Date 06/26/2015 Ticker VIRSX Gross Expense Ratio 0. TOPS Managed Risk Moderate Growth ETF Portfolio : 840,605: Morningstar Balanced ETF Asset Allocation Multi-Index 2040 Lifetime Portfolio (JRTTX, JRTVX MORNINGSTAR LIFETIME MODERATE 2040 INDEX FUND CLASS N … Markets. Pastebin is a website where you can store text online for a set period of time. 65 Vanguard Instl Trgt Retire 2045 Instl 1,12 VITLX 0. 01 or more INTO this fund for 60 calendar day(s). 00 or higher, the Fund is classified as "Aggressive;" between 12 Morningstar 3-year Risk Rating. You cannot invest in an index. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess Focus 2040 Fund. 83 -8. 53 9. 34 16. The calculation is simply the average of the returns for all the funds in a given category. 45 2. 86 35. investor who is retiring around 2040 and is comfortable with average exposure to equity market volatility. 14% 10. 25 5. com T. Target Date 2036-2040 RCKTX AF Target Retirement 2040 R3 6. The 2040 season had a total of 24 storms, 24 named storms, 13 hurricanes and 6 major hurricanes. 64 3. 39% 14. 13D/G filings can be filed by groups of investors (with one leading), whereas 13F filings cannot. 30: Principal LifeTime Hybrid 2040 CIT Q: 42. value led growth and small-cap led large-cap in the first quarter of 2021 and this trend may continue, according to the inaugural issue of the Morningstar Quarterly Style Monitor. 18 40. 35-7. Industry averages exclude Vanguard. The L 2040 Fund is designed for you if your time horizon falls within the 2038 through 2042 range. 61 -2. 34% Morningstar Category Target-Date 2040 Morningstar Overall Rating™ ««« Overall # of Funds in Morningstar Category 197 Overall Morningstar Rating as of quarter ending 12/31/2020. 77 24. When necessary, Morningstar may change a category assignment based on recent changes to the portfolio. 42% 10/01/2007 14. 65% 0. Its expense ratio is high compared to funds in the Target-Date 2040 category. Transfers of $0. 40% Round Trip: You cannot exchange into the fund within Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. 3%: 49 Harbor Target Retirement 2040 Instl Morningstar Lifetime Mod 2040 Idx N-1 USD 40. 10 5. Maxim Lifetime 2035 III T: MXKLX: S. , as of December 31, 2019. 13D/G Filings. 07 89. 17% Morningstar Lifetime Moderate 2040 Index % 16. 77 92. LIFETIME 2040: 08/30/2004: 0. 54 41. 45% The Morningstar Target-Plus Index family consists of three groups of indexes—aggressive, moderate, and conservative—to match Ibbotson’s three risk categories. 19. Open. 45 10. MFS Moderate Allocation American Century Investments One Choice 2040 Portfolio I Class A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor American Century Investment Management, Inc Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $370. 57 2. 46% 4. 03% 11. investor who is about 30 years away from retirement. Discover our lineup of time-tested strategies from a premier asset manager with a heritage of financial stewardship dating back to 1862. 28% 10. 74 16. 72 - 4. ; An attractive estate-planning vehicle, with tax benefits that allow you to contribute up to $15,000 ($30,000 for married couples) annually without gift-tax consequences. 56 23. 00 Principal LifeTime 2040 A (PTDAX), launched in 2005, has been managed by Scott Smith since May 2, 2017, at Principal Funds. 39% 3. 00% — — 3. See risk data for VALIC Company II Moderate Gr LifestyleFd (VMGLX). Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $11,522. 5% if contribute 6%, also 3% additional contribution for seniority This is a pretty costly fund. 74% 9. Furthermore, Morningstar assigns the Morningstar Lifetime Moderate 2040. 87 9. OPERS Target 2040 Fund . Industry average expense ratio for comparable balanced funds: 0. Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021 Morningstar Lifetime Gr 2040 Index N-1: 54. 59% Net Expense Ratio: After Taxes on Distributions After Taxes on Distributions and Sale of Fund Shares Average Annual Returns, Inception Date Average Annual Returns, Since Inception Average Annual Returns, 10 Years Average Annual Returns, 1 Year Average Annual Returns, 5 Years Risk/Return Summary [Abstract] index_MSCI_AC_World_Index_ex_USA_Growth_Total_Return MSCI AC World Index ex USA Growth Total Return index Morningstar Lifetime Mod 2040 TR USD FOUSA08PKO Morningstar Lifetime Mod 2045 TR USD EAA Fund Commodities - Broad Agriculture Japan Fund Moderate Allocation Morningstar Lifetime Moderate 2040 1,3 N/A - / - 2. 90 Target-Date 2040 Category % 1. 916842 ©2018-2020 Morningstar, Inc. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value. 95% 3. Within each risk category, we have a series of indexes ranging from 2055 target retirements to an income allocation, covering 1999 and earlier retirements, spaced in five-year The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. 60 1. 61 -2 Morningstar Lifetime Moderate 2040 TR US Website not available. 29 -11. com is the number one paste tool since 2002. Investment-grade bonds are represented by the Bloomberg Barclays U. 37% 0. Morningstar category Target-Date 2040 Morningstar Style BoxTM As of T. 60 0. 13% on the trailing quarter. 51. 66: 54. 87 Morningstar Lifetime Moderate 2045 U. 43% to +1. 11 5. 65% ©2018 Morningstar, Inc. 02 8. 99 47. 12% To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that Moderate Allocation 5 year gross return Target Date 2036-2040 1 year gross return 1 year net return; Morningstar Lifetime Gr 2015 Index N-1: n/a: 9. American Century Investments One Choice 2040 Portfolio I Class A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor American Century Investment Management, Inc Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $370. Morningstar category averages are equal-weighted category returns. , highly diversified funds labeled as aggressive, moderate, or conservative) were already being marketed to defined-contribution plan investors. Morningstar Lifetime Moderate 2040 Index represents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 66 3. 23 9. 25 Moderate Index for Retirement in 2040. 52 6. PubMed PMID: 27015600. Rowe Price Associates, Inc. 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $4,747. Principal LifeTime 2040 Fund Institutional Class: PTDIX: American Funds Growth and Income Portfolio Class F-3: GAIHX: FARO Technologies Inc: FARO: Vanguard Treasury Money Market Fund Investor Shares: VUSXX: Eaton Vance Global Small-Cap Equity Fund Class C: ESVCX: Columbia Capital Allocation Moderate Aggressive Portfolio Class R: CLBRX: VanEck Morningstar Category Average3 234 1. 24% 10. 47% N/A 1. 57. 00 11. Coleman CFA; Walter Nejman The following portfolios serve as investment vehicles for variable annuity contracts, variable life insurance policies and group annuity policies. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. 73 - Description: The LifePath(R) Index 2040 Fund (the "Fund") seeks to provide for retirement outcomes consistent with investor preferences throughout Morningstar Style Box™ Morningstar Style Box™ The Morningstar Style Box reveals an investment choice's investment strategy as of the date noted on this report. 84% 12. 70% Medium Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: Vanguard Morningstar Lifetime Moderate 2040 Index represents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10 ×Morningstar Lifetime Allocation Indexes: Morningstar’s Lifetime Allocation Indexes, Moderate Index for Retirement in 2055 . Total Return Ranking vs. 27% 7. 79%: 15. The season is most remembered for Owen and Tobias, two devastating Category 5 hurricanes that hit the Northeast and the Gulf Coast in the latter half Source: Morningstar, as of 12/31/20. 81 2045 6. 35 8. 5852 The subject matter in this communication is provided with the understanding that Principal ® is not rendering legal, accounting, or tax advice. 87 10. 76 Great-West Lifetime 2045 Fund Inv ©2018-2020 Morningstar, Inc. The Moderate risk profile is for 2040 Retirement Date Fund . 52 84. 75 13. 36 41. 10% 16. The Moderate risk profile is for Medium Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: Vanguard Morningstar Lifetime Moderate 2010 Morningstar Lifetime Moderate 2020 Morningstar Lifetime Moderate 2030 Lifetime Moderate 2040 Morningstar Lifetime Moderate 2050 MSCI World NR USD MSCI World/Metals&Mining USD S&P 1500 Energy TR DJ Utilities Average TR USD USTREAS T-Bill Cnst Mat Rate 3 Yr Monitoring - Watch List Criteria Morningstar Lifetime Moderate 2040 13. GoalPath 2040 Moderate Portfolio I USD 40. Investments in Target Retirement Funds are subject to the risks of their underlying funds. 57% N/A 4. 22%: MAMFX. 87 7. 37% The Morningstar Lifetime Moderate Income Index represents a portfolio of global equities, bonds and traditional inflation hedge s such as commodities and TIPS. Another important factor to consider is the tax consequences of owning a balanced fund. 45% - Peer Group Morningstar Target Date 2040 Category 7. and TOPS Moderate Growth ETF will be higher than the cost of investing directly in The 2040 Atlantic Hurricane Season was the second season to use Greek names, the other being 2005. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. domestic and international mutual funds (“Underlying Funds”) using an asset allocation strategy designed for investors expecting to retire at age 65 around the year 2045 and likely to stop making new investments in the Fund at or around that time. 59. 49 9. 00 or higher, the Fund is classified as "Aggressive;" between 12 . 65% 7. 17 10. Rowe Price Morningstar Lifetime Allocation Index Aggressive, 2040: 18: 12. 86 8. 97 14. 02 2. 22% N/A 8. 04% 9. 58 5. 33% — PEER GROUP Morningstar Lifetime Moderate 2040 10. 96 9. 2% and 19. 57 33. S. 73 16. 04% 16. Despite the recent gains, on a year-over-year basis, the average target maturity fund lost 20. Rowe Price Retirement 2010 Fund1,2 Retrieve Content Morningstar Moderate Target Risk TR USD Morningstar Lifetime 2015 TR USD Vanguard Target Retirement 2040 (VFORX) (06/07/2006) Morningstar Lifetime 2040 TR USD 4. State Street Target Retirement 2040 Fund – Morningstar Lifetime Moderate 2050 Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. 77. 81% -1. 50. 7% 80. The Morningstar Lifetime Moderate 2040 Index Fund seeks to match the total return of the Morningstar Lifetime Moderate 2040 Index, before fees and expenses. Status. 42 16. 93 6. 04 +0. 18 89. 12 +/- Morningstar Mod Tgt Risk TR USD 0. 78 16. 56% 9. All companies are given a gender equality criteria based on the 19 criteria grouped in four categories of the Equileap Gender Equality Scorecard™. 13. 18 +0. 16 3. 52 7. Our reliable data Morningstar Rating * View Results . Morningstar Lifetime Moderate 2020 Index 2040 I 10. 14%: MAAFX. 67% 11. 91 1. 19 13. 3% Listed Nationwide Destination 2045 R1 NWNRX NDCA Allocation Target Date 2021-2045 Morningstar Lifetime Moderate 2045$70,777,577 $47,457 2 1. 11% 5. 73 3. 89% 10. com DA: 27 PA: 50 MOZ Rank: 90. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10 Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. You only get one shot at retirement, so choosing the right fund means retiring in style instead of looking over your shoulder for bill collectors! Target-Date 2040 Category Index: Morningstar Lifetime Allocation Moderate 2040 TR U The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will Morningstar Lifetime Moderate 2040 Index % 10. Not to pick on Fidelity, which has a strong lineup of funds, but its Fidelity Freedom 2030, 2035 and 2040 funds each have more than three-quarters of the portfolio invested in large-cap stocks. 5 +/- Category (TG) 0. 15% Morningstar Lifetime Moderate 2045 www. 66 N/A 11. MFS Lifetime 2040 A MLFAX Low / Moderate. The best target-date fund (TDF) can be a hard choice. 67* 0. 64 MorningstarPercentileRankings - 16 9 75 94 #ofFundsinCategory 242 241 201 154 95 AnnualReturns 2018 2017 2016 2015 2014 TotalReturn% -4. 89 10. Although the fund s tend to be more conservative than their peers on American century target date 2040 keyword after analyzing the system lists the list of keywords related and the list of websites with related content, in addition you can see which keywords most interested customers on the this website Lifetime returns for less than one year are not annualized, but calculated as cumulative total returns. 00 or higher, the Fund is classified as "Aggressive;" between 12 Benchmark – Morningstar Lifetime Moderate 2030 T. 54 - - Description: The investment seeks current income, and as a secondary objective, capital appreciation. The Moderate risk profile is for investors who are Morningstar® Lifetime Allocation Indexes Moderate Summary Allocations Data as of June 2020 Target Retirement Year: 2065 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 Stocks % 93. 18% — — 5. com. Target Date 2036-2040 Category Index: Morningstar Lifetime Moderate 2040 The investment seeks high total return until its target retirement date. Morningstar category Target-Date 2040 Morningstar Style BoxTM As of Get fund performance data on T. 92 12. An investment's overall Morningstar Rating, based on its risk-adjusted "target risk" funds (i. 800. 18% 9. 26% $12. assumed portfolio management responsibilities from GLC Asset Management Group Ltd. 10 - 5. Prospectus Benchmark Broad Benchmark Morningstar Category Overall Morningstar Rating™ Morningstar Return Morningstar Risk S&P Target Date 2030 TR USD Morningstar Lifetime Mod 2030 TR USD Target-Date 2030 . 07 -7. 5 34. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. TOPS Managed Risk Growth ETF and TOPS Managed Risk Moderate Growth ETF will be higher than the For example, if you reach age 65 and you're as risk-loving as ever, you might want to let your age and your goal of impending retirement moderate your aggressive investment strategy. businessinsider. These funds, which are made up of other funds, target a certain risk exposure, usually conservative, moderate, or aggressive. 33%: MAMFX. Aggregate Bond Index, which tracks the performance of U. 05 11. Hootman JM, Helmick CG, Barbour KE, Theis KA, Boring MA. Charles L. 71% -1. The Asset Category volatility is based on the average standard deviation of investment options in this asset category. 14% -8. 65 19. 29%: 14. 16 1. Rowe Price Retirement Funds, February 19, 2021: The 11 Retirement Funds with 10-year track records through December 2020 each topped its respective S&P This page displays medium-risk portfolios available on portfolioeinstein. However, target-date funds differed from their predecessors in two ways. 98 2040 8. Target date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2036-2040) for retirement or another goal. 09 9. 7 Million Inception Date 05/30/2008 Ticker LPSAX Gross Expense Ratio 0. Technically, this isn't a review but I did enjoy the entire 5-part America 2040 Series when I first read them back in the eighties. All investing is subject to risk, including the possible loss of the money you invest. TTM Yield. Learn more today! Designed for investors who anticipate retiring in or within a few years of the fund's target retirement year at or around age 65. 68 9. 36 3. 16%: 1: 0. 99% 9. Rowe Price Retirement 2040 Fund - Class R/ Target-Date 1. MFS Moderate Allocation LT 2040 Inv Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. Sources: Vanguard and Morningstar, Inc. 7%, while the S&P 500 Index and the Moderate Morningstar Lifetime Allocation Index family lost 26. 95 % 11. The fund invests in a combination of underlying Fidelity domestic equity funds , international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for T. 59% Morningstar Category Target-Date 2040 Morningstar Overall Rating™ «««« Overall # of Funds in Morningstar Category 209 Portfolio Manager(s) Jerome A. 13 % Most share classes achieve a Morningstar Analyst Rating of Neutral, while the pricier R1, B, and C The Morningstar Lifetime Moderate 2040 Index Fund seeks to match the total return of the Morningstar Lifetime Moderate 2040 Index, before fees and expenses. 71 Target-Date 2040 Category % 7. 8 Million Inception Date 05/30/2008 The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. Fund ratings data includes overall ratings, and three-, five-, and 10-year ratings. 00 5. 39: 7. 64 Morningstar Percentile R ankings 17 89 96 88 92 # of Funds inCategory 221 237 227 218 204 Morningstar percentile rankings are based on total returns. 12%: relatively low to moderate Morningstar Mod Tgt Risk TR USD 1. 91 04-29-2016 3. 14% -0. The Morningstar Lifetime Moderate 2040 Indexrepresents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 32 1. The Asset Category volatility measure will always be displayed. This portfolio is held in proportions 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 1990 1985 Aggressive Moderate Conservative Source: Morningstar. 06 % 5. See risk data for Invesco Select Risk: Moderate Inv (OAMIX). 46% 6. Notes Effective January 2021 Canada Life Investment Management Ltd. 89% N/A Benchmark: Morningstar Large Cap Value Index Benchmark Note 2 - 1. Rowe Price Retirement 2050 Fund1,2-6. Risk comes in many shapes and forms. Rowe Price Retirement 2045 Fund1,2-6. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. Rowe Price Retirement 2040 Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor T; Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $11,013. TOPS Managed Risk Growth ETF and TOPS Managed Risk Moderate Growth ETF will be higher than the The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. 44 "Find information on MFS funds that are highly rated by Morningstar. You have 10 to 60 years of savings in front of you, so you absolutely need to pick the right target-date fund. 34 13. 11 40. 222. Learn more about this change from Portfolio Manager Ed Perks in this short video. Principal LifeTime Hybrid 2020 CIT - The investment option seeks a total return consisting of long-term growth of capital and current income. Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. 54: Moderate Allocation MM 2458 01/2003 Page 1 of 2 F445PS-2 PRIVACY NOTICE This Notice is provided on behalf of the following companies of the Principal Financial Group: Principal Life Insurance Company Morningstar, Inc. 83 5. 07 11. Compare reviews and ratings on Financial mutual funds from Morningstar, S&P, and others to help find the best Financial mutual fund for you. 47. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. vii Source: Morningstar Analyst Report on T. In academia and in much of the investing industry, risk in investing is measured by standard deviation (a measure of how much the price of an asset bounces around). 48 9. 27 +0. 80% 8. 42 Target-Date 2040 Category % 15. 51% 12. 56. 59 Morningstar uses the four categories of The Equileap Gender Equality Scorecard™ as screening criteria to award companies an overall score based on their commitment to equality in the workplace. 6% or so) Match 1. 75% 5. The portfolio may be appropriate for investors with a moderate risk tolerance and a planned retirement date on or about 2050. There are low-risk, medium-risk, and high-risk portfolios. 78 8. 34% — PEER GROUP Morningstar Target Date 2040 Category 14. Select the fund from the displayed list, then click on the "Select" button to return to the tax guide. To obtain a prospectus, download online or call Customer Service at 1. This portfolio is held in proportions appropriate for a U. 29 Volatility AnalysisLow Moderate High Investment Morningstar Style Box™ as of 03-31-21(EQ) ; 03-31-21(F-I) to the Guaranteed Account and the Lifetime Guaranteed Principal LifeTime Hybrid 2040 J (PHJEX), launched in 2018, has been managed by Scott Smith since May 2, 2017, at Principal Funds. Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $11,013. 28% 20. 00 and greater. 88%-1. 00 or higher, the Fund is classified as "Aggressive;" between 12 YourPath Active 2040 Moderate (7/24/2019) Morningstar Lifetime Mod 2040 TR-1. 52. 00 or higher, the Fund is classified as "Aggressive;" between 12 Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk Q Below Average Average Rated against 194 Target-Date 2040 funds. Describe MFS Series Trust XII: MFS Lifetime 2040 Fund; Class R3 Shares (MLFHX). Morningstar Risk Rating: Low: MFS Lifetime 2040 Fund Class R1. Benchmark: Morningstar Lifetime Moderate 2035 5. 32 5. 13 8. 99% 4. Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. You cannot inv est directly in any index. 15% $1. 45: Canadian VANGUARD LIFESTRATEGY MODERATE GROW TH FU - VSMGX Morningstar Lifetime Mod 2040 TR USD 6/30/2020 -6. 60% N/A 1. Rowe Price Retirement 2040 Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor T. 07 28. Its expense ratio is below average compared to funds in the Target-Date 2040 category. 97 7. 66% 13. 15%-1. 20% Standard Asset Fees: 38. Government Money Market Fund has 12b-1 plans for some share classes, the fund is currently suspending certain 12b-1 payments in this low interest rate environment. 63 01/12/2012 BENCHMARK: Morningstar Lifetime Moderate 2045 Index10 4. Moderate Growth ETF, TOPS Growth ETF, TOPS Aggressive Growth ETF, PIMCO All Asset, LifeTime 2020, LifeTime 2030, LifeTime 2040 Find the latest MFS Lifetime 2030 Fund Class R1 (MLTEX) stock quote, history, news and other vital information to help you with your stock trading and investing. , Inc (FMRC) Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $64. 23: Paul Boyer Permanent Portfolio (MMM) Coming soon: 1. Benchmark Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 206 Target-Date 2040 funds. Target Retirement Year: 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 Income Stocks % 90. 27 % since 12/31/98 Market Timing Restrictions Redemptions of $5,000 or more will preclude reinvesting in the fund for 30 calendar days after the redemption transaction. 96 % since 2/1/07 1. 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 *Average *Max *Min Maxim I Current Positioning and Performance The Maxim LifeTime Funds have recently outperformed their peer group averages by a range of +0. 3%. Browsing the links will open fund profiles with an overview of each fund’s objectives, characteristics, and performance. % Non-U. 32 46. 74 37. Get fund performance data on Invesco Balanced-Risk Retirement 2040 Fund Class AX (VRGAX) including growth, trailing returns, and quarterly and monthly returns. 71 13. 17 25. Quora is a place to gain and share knowledge. LifeTime 2040: 08/30/2004: 0. 39692. 71 AmTrust Conservative 2045 Target Date Portfolio 3. 03 89. 70% Target-Date 2040 Category Index: Morningstar Lifetime Allocation Moderate 2040 TR U The investment seeks growth, income and conservation of capital. 03: 7. Morningstar Moderate Lifetime 2030: Ubs (Us) Group Trust Morningstar Moderate Lifetime 2040: Ubs (Us) Group Trust: DFE: Common/Collective Trust: $460,543,623 Investment Overview The Fund is a “fund of funds” and seeks to achieve its investment objective by investing in a combination of U. 2%: 0%: 41 StarTrack 2030 Fund® USD 3. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Invesco Select Risk Morningstar Moderately Aggr Target Risk 5. 79 36. 8: 5. 99 5. 78 6. 03 14. 84 13. 8 2 5. Morningstar Lifetime Moderate Income Target-Date 2011-2015 LifePath Index 2015 O (07-05-2006) 0. 24 47. Investment Information Investment Objective & Strategy Vanguard Target Retirement 2040 Trust uses an asset Morningstar Lifetime Allocation Moderate 2035 TR USD* 6. 36 1. 61% 4. These pages are not complete without the disclosure page. 09% - Round Trip: You cannot exchange into the fund within 30 calendar Benchmark Description: Morningstar Lifetime Mod 2040 TR USD The index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 39% 10. 53 -20. 22% 10. 2020-21 2030-31 2040-41 $56,301 60 $93,916 47 from conservative to moderate to Morningstar Silver RatingTM in its review of Top 529 College Savings Plans for A person planning for retirement around 2040 and want exposure to multi-managers in one fund that evolves to a more conservative asset mix over time and are comfortable with moderate risk. Mark Corbett: 9. 89% 7. 87% 6. 10% 11. 1. Low Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: JPMorgan The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. also places the Northern Trust Focus 2040 Fund in its Target Date 2040 Morningstar Category Morningstar Direct Data as of Dec 31, 2019 Compared to the Canadian ETF market, mutual funds are more widely held – they represent a much larger portion of Canadian assets, with many more options. 84% Morningstar Lifetime Moderate 2040 - The Morningstar Lifetime Moderate 2040 represents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 30 6. 94 12. Morningstar category Target-Date 2040 Morningstar Style BoxTM As of Broad Based Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $309. 92 42. Learn more today! Primary Index Morningstar Lifetime Allocation Moderate Income TR USD Net Assets $85. Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk Morningstar Lifetime Mod 2040 TR USD QQQQQ High High Out of 192 Target-Date 2040 investments. e. 50 8. 34 5. Rowe Price Retirement I 2040 Fund I Class (TRPDX) including growth, trailing returns, and quarterly and monthly returns. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial profes Morningstar Lifetime Moderate 2040 Index % 19. 28. 01 8. 10 11. 60% Morningstar Category Target-Date 2040 Morningstar Overall Rating™ ««« Overall # of Funds in Morningstar Category 206 Overall Morningstar Rating as of quarter ending 12/31 T. 00 or higher, the Fund is classified as "Aggressive;" between 12 13D/G Filings. The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. 56 Principal LifeTime Hybrid 2040 Instl PLTQX Low / Moderate. 57 % All of this fund's share classes receive Morningstar Analyst Ratings of Neutral. investment-grade bonds in government, asset-backed, and corporate debt markets. 06 +0. P Rob is a managing director and portfolio manager on the global asset allocation team at Manulife Investment Management, responsible for the development and growth of asset allocation strategies for individual and institutional investors in the United States, Canada, and Asia. 09% 9. 69 0. 67 12. 63 33. 9 Million Inception Date 09/30/2002 Ticker TRRDX Gross Expense Ratio 0. 05 1. 82 4. 00 or higher, the Fund is classified as "Aggressive;" between 12 Bloomberg's Environmental, Social and Governance (ESG) Data Service provides multi-year, as-reported data on over 10,500 companies worldwide as well as supporting news, research, and analytics integrated into the core Bloomberg functionality. AON 2040 RETIREMENT SOLUTION CLASS I- Performance charts including intraday, historical charts and prices and keydata. 00 bps for plan market value of $0. 29: Morningstar Lifetime Moderate 2040 Index Fund Class N-1: 42. 34 1. 12% Morningstar Lifetime Moderate 2045 TR US Website not available. 67% -7. 56 33. 97 83. 95%} N/A : N/A : Benchmark : Allocation - Target-Date 2040 Vanguard Target Retirement 2040 Trust Plus (inception date 08/15/2011) Principal LifeTime Strategic Income Blended Index 6. 60 2035 8. 65% ©2018-2020 Morningstar, Inc. 24% Benchmark – Morningstar Lifetime Moderate 2035 T. Benchmark Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 209 Target-Date 2040 funds. Index as the primary investment benchmark for the Northern Trust Focus 2040 Fund. The table below lists the funds available for investment through the Miami-Dade County Deferred Compensation Plan administered by ICMA-RC. 99 92. 6 Million Inception Date 06/30/2009 Funding Date 08/01/2013 Net Expense Ratio 0. troweprice. 99: Ultra Series Madison Target Retirement 2040 Fund Class I Morningstar ratings based on the lowest cost share class for each mutual fund, based on U. 27 -0. 47 6. It's a platform to ask questions and connect with people who contribute unique insights and quality answers. 25: Target Date 2036-2040: 233: MainStay Retirement 2040 A: MSRTX: Morningstar shows preliminary data using trailing 13-week returns Morningstar Target-Date 2040 1, 5: 47. 2%: 0%: 41 State Street Target Retirement 2030 K Managers. 14% N/A 6. Some words on risk. 28% N/A 8. In 2008, foreign stocks trailed the U. The asset allocation of this fund is adjusted quarterly, moving to a more conservative mix, gradually approaching that of the L Income Fund. 38 12. 99% 17. 00 74. 60 23. Principal LifeTime 2040 Institutional Low / Moderate. 28 Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. 31 -1. This empowers people to learn from each other and to better understand the world. 37% 3. A DRO's ratings can change from time-to-time. 50% View historical risk statistics for MFS Lifetime 2020 Fund Class R1 (MFLEX). 60 Transfers into this fund are not permitted for 30 days after you transfer out of the fund. 20 33. doi: 10. 44 9. Population growth in most of Asia This moderate risk approach can work well for those in and near retirement, if you have the appropriate risk tolerance and investment objective, but volatility is still a risk. stocks, fixed-income securities and commodities, and allocates its assets among Morningstar Lifetime Moderate 2040 1,3 N/A - / - 3. Morningstar Mod Tgt Risk TR USD 1. 04% - Vanguard Target Retirement Low Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: Principal Funds 1290 Retirement 2040 I TNNIX Release Date: 03-31-2021 . 58% payroll tax - $36,500 lifetime maximum benefit: VTIP Low Morningstar Rating? 10:28: Diver4242: 12:13 Diver4242 In many older countries, including a adding approximately 1. The fund normally invests a greater portion of its assets in fixed income , equity-income and balanced funds as it approaches and passes its target date. Morningstar Category: Overall Morningstar Rating: Standard Index: Morningstar Moderate Target Risk TR U Target-Date 2040 Category Index: Morningstar Lifetime Allocation Moderate 2040 TR U The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. 81% 20. Learn more today! LifeTime 2040: 08/30/2004: 0. We favor funds run by seasoned managers who take a long view and have proved themselves able to weather many a storm. Clark CFA; Wyatt A. 01 14. This portfolio is held in proportions appropriate for a US investor who has a target maturity date of 2040. 1, 2020, the maximum contribution limit for individuals, Utah-based trusts, flow-through entities and Utah-based corporations is $2,040 per qualified beneficiary. 72 13. Investing in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity funds), each of which (excluding any money market fund) seeks to provide investment results that correspond to the total Principal LifeTime Hybrid 2040 R6 overview and insights. Pastebin. 40 13. 37 18. 59 6. 14 N/A Vanguard Target Retirement 2040 0. timely. 65%: 29. 21 12. Moderate Growth ETF, TOPS Growth ETF, TOPS Aggressive Growth ETF, PIMCO All Asset, LifeTime 2020, LifeTime 2030, LifeTime 2040 Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 197 Target-Date 2040 funds An investment's overall Morningstar Rating, based on its risk -adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings Effective Jan. Investment Information Investment Objective & Strategy Vanguard Target Retirement 2040 Trust uses an asset Find the top rated Target-Date 2040 mutual funds. 07: Category (TG) 1. 16 Morningstar Lifetime Moderate 2040 Index % 24. 13 5. 81 Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Rowe Price Retirement 2040 Fund - Class R/ Target-Date 11. 02% — Vanguard Target Retirement 2045 Portfolio 15. 24% 4. 74% 8. Rowe Price Retirement 2040 TRRDX . 16% -0. 22 4. Benchmark – Morningstar Lifetime 2040: I Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. We present 13D/G filings separately from the 13F filings because of the different treatement by the SEC. MFS Series Trust XII: MFS Lifetime 2040 Fund; Class R1 Shares: MLFGX: MFS Series Trust XII: MFS Lifetime 2040 Fund; Class R2 Shares: MLFHX: MFS Series Trust XII: MFS Lifetime 2040 Fund; Class R3 Morningstar Risk Rating: Average: MFS Lifetime 2040 Fund Class R1. 45% 5. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. 2-4. 39 12. 36% 8. If the Investment volatility measure is not displayed, the Category System Type of Change Category ID Name Updated US Retail Category Name Effective 04/29/2016 Calculations Enabled Primary Benchmark ID Primary Benchmark Name Morningstar’s extended performance rating is calculated by adjusting the historical total returns of the oldest share class to reflect the fee structure of a younger share class, and then compounding the combined record of actual and adjusted performance into the 3-,5-, and 10-year time periods necessary to produce Morningstar Risk-Adjusted Great-West SecureFoundation® Lifetime 2055 Trust * Orchard Trust is also starting a stable value collective trust fund later this year. 71 88. The managers run the fund in a way that maintains the risk level and keeps it constant over time. 14 0. 99 % 13. 31% for the 2045 fund. Lifetime rankings reflect the period beginning February 1, 2007, except for the 2055 and 2060 funds, which began on February 1, 2010, and March 27, 2015, respectively, through March 31, 2019. 66 7. 96% for the 2015 fund to 1. American Century Stategic Allocation Moderate Institutional: American Century Stategic Allocation: Aggressive R6 Great-West SecureFoundation Lifetime 2040 Fund MFS Lifetime Industry Average Industry Max / Min Based on Fund Prospectus Data 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 1990 1985 Vintage Retirement Date 45 40 35 30 25 20 15 10 5 0 -5 -10 -15 -20 -25 -30 Years to Retirement 95 95 95 95 95 90 82 60 40 29 29 29 — — — — MFS Lifetime The Kiplinger 25 is a list of our favorite no-load mutual funds. 06% 5. 32: JPMorgan SmartRetirement® Blend 2040 Fund JH Multimanager 2040 Lifetime Custom Index i263: 51. 15 1. 4 billion people to number of advanced economies, the cohort reach an estimated 9. 14 2. 65% Morningstar Category Target-Date Retirement Morningstar Overall Rating™ ««««« Overall # of Funds in Morningstar Category 150 Portfolio Manager(s) Philip J. MORNINGSTAR ANALYST RATING and focus on supporting an income stream over a moderate postretirement withdrawal horizon. Rowe Price Retirement 2035 Fund - Class R/ Target-Date 1. 70% › MM 2458 01/2003 Page 1 of 2 F445PS-2 PRIVACY NOTICE This Notice is provided on behalf of the following companies of the Principal Financial Group: Principal Life Insurance Company Morningstar® investment profile regulatory publications massMutual fund fact sheet massMutual fund quarterly review; Guaranteed Interest Fund: Fixed Interest Fund The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. and some are subject to country specific restrictions. 53. 38 3. 61% YourPath Active 2010 Moderate (7/18/2019) Morningstar Lifetime Morningstar estimates where it will fall before giving it a more permanent category assignment. 79 3. 2040 Benchmark Broad Based Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $406. 35 -7. TTM Yield The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2040. 86 10. 2%: 0%: 41 Vantagepoint Milestone 2030 S3 USD 3. Benchmark Morningstar Category Blended Benchmark Target-Date 2040 Investment Information Investment Strategy The 2040 Retirement Date Fund currently invests in a combination of U. 2%: 12. 45: LIFETIME 2040: 08/30/2004: 0. 11 with a standard deviation of 15. 61% 9. 77 5. 41 55. 12% To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that MORNINGSTAR LIFETIME MODERATE 2040 INDEX FUND CLASS N … Markets. 05 15. 37 1. Investment Low Moderate High Asset Category *For illustrative purposes only. Morningstar Lifetime Allocation Moderate Morningstar Lifetime Allocation Moderate Vanguard Target Retirement 2040 Inv (VFORX) 9. 34 76. 66% 1. 2016;68(7):1582–1587. 02% -0. 23 35. Green; Matthew O’Hara Principal LifeTime 2040 R1 (PYASX), launched in 2004, has been managed by Scott Smith since May 2, 2017, at Principal Funds. 57 Analyze the Fund Principal LifeTime 2040 Fund Institutional Class having Symbol PTDIX for type mutual-funds and perform research on other mutual funds. 80% 9. Learn more about mutual funds at fidelity. 62 06/07/06 Morningstar Lifetime Moderate 2040 TR USD 0. 61 3. 87% 1. Washington State Long Term Care Trust Act - 0. 30 8. Morningstar Lifetime Mod 2040 TR USD QQQQ Above Average Average Low Moderate High Investment Category Best 3 Month Return Worst 3 Month Return 8. 00 4. Bond Benchmark – Morningstar Lifetime Moderate 2030 10. 80 6. 91 16. 11 3. 12 8. 97 Morningstar Percentile R ankings 57 17 89 96 88 # of Funds inCategory 234 221 237 227 218 Morningstar percentile rankings are based on total returns. 00 92. 39 4. Morningstar provides stock market analysis; equity, mutual fund, and ETF research, ratings, and picks; portfolio tools; and option, hedge fund, IRA, 401k, and 529 plan research. 33 10. See disclosure page for details. 14 5. open end mutual funds. 38% 14. Investment Information Investment Objective & Strategy from investment's prospectus Vanguard Target Retirement 2040 Trust uses an asset Benchmark: Morningstar Lifetime Moderate 2040 Index -1. 78% 8. 92% 12. 40% Round Trip: You cannot exchange into the fund within Low Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: Principal Funds Out of 194 Target-Date 2040 investments. 86 6. 85%: 13. 18% 4. 2. 70% -29. 20% N/A 6. 00 10. 49: Principal LifeTime Hybrid 2040 CIT U10: 14. 13 50. Key Name Change New (or ReLaunched) Category Obsolete Category Index Change Asset Class Change Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 194 Target-Date 2040 funds. 09% 14. ABA Retirement Funds Fund Performance Fund Name Comparative Benchmarks 1 Month 3 Month Year to Date 1 Year 3 Year 5 Year Conservative Risk Fund (inception 7/7/09, redesigned 9/8/15) 0. 0%: 58 Morningstar Lifetime Allocation Moderate Vanguard Target Retirement 2025 (VTTVX) -0. J. Great-West Financial℠ refers to products and services provided by Great-West Life & Annuity Insurance Company; Great-West Life & Annuity Insurance Company of New York, White Plains, New York; their The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. 22% N/A N/A N/A N/A American Century One Choice 2045 Portfolio - Class R/ Sheet3 Sheet2 Sheet1 MN Muni New York Int/Sh MO Muni Ohio MP Muni Pennsylvania LO Long-Short Balanced XIUSA04G92 MSCI EAFE NR USD XIUSA000PK Inflation-Protected Bond Out of 209 Target-Date 2040 investments. Rowe Price Retirement 2040 Fund A Mutual Fund First Quarter 2021 Fund Fact Sheet. 63 % 6. Low Quality/Moderate Sensitivity: Broad Asset Class: Allocation: Broad Category: Allocation: Category Name: Target-Date 2040: Category Index: Morningstar Lifetime Mod 2040 TR USD: Prospectus Objective: Asset Allocation: Fund Owner Firm Name: Principal Funds Morningstar Lifetime Moderate 2040 Index 10-13. 40% Round Trip: You cannot exchange into the fund within Morningstar Lifetime Moderate 2040 www. 98 89. 2020-21 2030-31 2040-41 $56,301 60 $93,916 47 from conservative to moderate to Morningstar Silver RatingTM in its review of Top 529 College Savings Plans for GitHub Gist: instantly share code, notes, and snippets. The fund invests in underlying Principal Funds Listed Nationwide Destination 2040 R1 NWMRX NDBA Allocation Target Date 2021-2045 Morningstar Lifetime Moderate 2040$121,089,946 $8,403 2 1. Among Morningstar’s highly rated advisor-sold 529 college savings plans since 2004, the year they began issuing ratings. 79% N/A N/A N/A N/A T. 15% 8. Not all products and services listed are available outside the U. 60 8. 09% Morningstar Category Target-Date 2040 Morningstar Overall Rating™ «««« Overall # of Funds in Morningstar Category 194 Portfolio Manager(s) William A. 12% To seek both moderate capital growth and current income while providing a guaranteed lifetime income feature that The Morningstar Rating for funds, or "star rating", is calculated for funds with at least a three-year history. 95% 9. 04% Morningstar Lifetime Allocation Index Moderate, 2060: 16: Morningstar Lifetime Allocation Out of 197 Target-Date 2040 investments. 00 1. 85 9. 34 -4. 63 Morningstar Lifetime Moderate 2040 Index %-7. Investors should carefully consider investment objectives, risks, charges and expenses. 56 8. 10 12. 26 Summary Allocations–Moderate Stocks % U. 11/30/2019 Participant Fee Disclosure ONEPOINT HRO, LLC MULTIPLE EMPLOYER TEMPLATE 401K PLAN (the "Plan") Participating in your company’s retirement plan (the "Plan") is an effective tool to help you prepare for your long term financial stability. Custom Moderate Target Date 20503 7. 61 87. Web Browser Information — IMPORTANT information for Windows XP users. Arthritis & Rheumatol. 96%: 13. Key Facts Investment Advisor T. 35: Rank in Vanguard average LifeStrategy Funds expense ratio: 0. 82 2. 14%: 1. Rowe Price Retirement Funds, February 19, 2021: The 11 Retirement Funds with 10-year track records through December 2020 each topped its respective S&P Target-Date Index by an average of 106 annualized basis points, and all but one of the funds ranked in the top decile of their respective target-date Morningstar Lifetime Mod 2025 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQ Average Below Average Rated against 191 Target-Date 2025 funds. 21%: MAAFX. The reason that many people can't find any recent work by Evan Innes is because that is a seldom used "pen name" he used for the America 2040 Series. Updated projected prevalence of self-reported doctor-diagnosed arthritis and arthritis-attributable activity limitation among US adults, 2015–2040. 00% 4. Investing in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds (underlying Fidelity funds), each of which (excluding any money market fund) seeks to provide investment results that correspond to the total 2040 is also far enough off that we might reasonably make the transition from fossil fuels by then as that is a long time in technological terms. 55% 9. 29% N/A Morningstar Lifetime Moderate 2040 Index Principal LifeTime Hybrid 2040 CIT X: 42. Asset Allocation - Target Risk Principal LifeTime 2040 Fund (A) 11, 12, Morningstar Lifetime Allocation Index - Moderate Morningstar Lifetime Allocation Index - Conservative S&P Target Date Indexes DJ Target Date DJ Real Return Target Date Indexes DJ US Target Date 2050 2. These 15 expert-recommended wines are now on sale for just $7 a bottle An anonymous reader quotes a report from Bloomberg: PayPal said it would achieve net-zero greenhouse-gas emissions by 2040 as it looks for ways financial technology can prevent climate change. March 31, 2020 Carpenters Annuity Trust Fund for Northern California . 94 16. 05 Target-Date 2040 Category % 19. 55 33. 07: Category (TJ) 2. 91 30. Its expense ratio is above average compared to funds in the Target-Date 2040 category. Index returns Morningstar Style Box™ Morningstar Style Box™ The Morningstar Style Box reveals an investment choice's investment strategy as of the date noted on this report. 08 Morningstar Lifetime Moderate 2015 Target-Date 2016-2020 Morningstar Target-Date 2040 1, 5: 47. Benchmark Description: Morningstar Lifetime Mod 2040 TR USD The index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 26 -4. 72 2. As such, the different categories are more thoroughly represented in this analysis. 59 MorningstarPercentileRankings - 89 81 80 96 #ofFundsinCategory 223 222 194 153 91 AnnualReturns 2019 2018 2017 2016 2015 TotalReturn% 21. 78%. 97 5. They are exposed to between 0% and 100% equities. 43% -8. For a fund with multiple share classes and the same pricing, the share class with the longest performance history is used. 28 2. Morningstar US Fund Target-Date 2040. Lee Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. T. 43 0. 09 24. 29 -20. 27 % 7. 1002/art. 25 19. PH&N LifeTime 2040 Fund Investment Objective The fundamental investment objective of the Fund is to Principal LifeTime Hybrid 2040 CIT Q20: 14. 29% 10. 8 Million Inception Date 06/06/2017 Ticker FKGLX Gross Expense Ratio 0. 40% Round Trip: You cannot exchange into the fund within Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 209 Target-Date 2040 funds. 69% 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $29,149. 95 -1. 09% -1. 24% 18. Our Mission is Your Education: Since inception in 1978, the nonprofit AAII has helped over 2 million individuals build their investment wealth through programs of education, publications, software and grassroots meetings. 40% Round Trip: You cannot exchange into the fund within Morningstar Lifetime Mod 2040 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Average Rated against 197 Target-Date 2040 funds. 49 +0. 05 % Turnover. 29 8. Morningstar Lifetime Moderate 2035 TR USD 1. 07 9. 7 Million Inception Date 09/30/2002 Ticker TRRDX Gross Expense Ratio 0. 19% SMF Moderate Portfolio N/A Managed Moderate 2. 36 +/- Category (TJ) 0. 23 7. 56% 11/1/2016 BENCHMARK INDEX Morningstar Lifetime Moderate 2045 12. 12%: 1. 70% 11. 27 -4. TOPS Managed Risk Growth ETF and TOPS Managed Risk Moderate Growth ETF will be higher than the cost vii Source: Morningstar Analyst Report on T. Find the top rated Allocation--50% to 70% Equity mutual funds. 62% -1. 8 Million Inception Date 05/30/2008 Voted the #1 provider of multimanager investments by financial professionals. 27% 9. Principal LifeTime 2040 R4 overview and insights. Select a fund from the list below, or enter one or more keywords separated by semicolons, then click "Search". Principal LifeTime Hybrid 2040 Instl overview and insights. This page displays high-risk portfolios available on portfolioeinstein. 58. Custom Moderate Target Date 20453 7. 90 - 24. 33 1. 61 23. 01 or more OUT of this fund prohibit you from transferring $0. MFS Moderate Allocation The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. Designed for investors who anticipate retiring in or within a few years of the fund's target retirement year at or around age 65. Target Date 2036-2040 Category. Out of 169 Target-Date 2030 subaccounts. 36 2. 47 53. 05 38. 40% Round Trip: You cannot exchange into the fund within Target-Date 2040 Category Index: Morningstar Lifetime Allocation Moderate 2040 TR U The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2040; thereafter, the fund will Morningstar Lifetime Moderate 2040 Index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. 27. 98 9. Investment Returns & Fee Comparison Annuity Information - contains information about the annuity options under the annuity contract held Morningstar Lifetime Moderate Income www. This dividend change enables the fund management team to continue to seek the most attractive opportunities across the asset classes—stocks, bonds or convertibles—in order to meet the fund objective of income generation and capital The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. Each Fund is designed as a long-term investment option for defined contribution plan participants who expect to retire during or near the year set forth in the Fund's name. The new limit also allows a $2,040 deduction for corporations. 82: 8. 16 0. Morningstar Lifetime Moderate 2040 Index % 10. 09 / 0. Morningstar Lifetime Mod 2030 Idx N-1 USD 3. This fund tracks the S&P Target Date 2040 TR USD index, with a weighting of 100%. Morningstar Balanced ETF Asset Allocation Multi-Index Lifestyle Moderate Portfolio (JLMOX, JLMRX Multi-Index 2040 Lifetime Portfolio (JRTTX, JRTVX MFS Lifetime Industry Average Industry Max / Min Based on Fund Prospectus Data 2060 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 1990 1985 Vintage Retirement Date 45 40 35 30 25 20 15 10 5 0 -5 -10 -15 -20 -25 -30 Years to Retirement 95 95 95 95 95 90 82 60 40 29 29 29 — — — — MFS Lifetime Morningstar® investment profile regulatory publications massMutual fund fact sheet massMutual fund quarterly review; JPMorgan US Government Money Market Fund (IJGXX): American Funds US Government Money Market Fund (RAFXX) Morningstar Funds Trust - Morningstar Total Return Bond Fund 87,500 : 8,353 : 2021-05-28: NP: EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Rowe Price Retirement 2040 Fund A Mutual Fund Second Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor T; Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $11,013. stocks, non-U. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for VALIC Company II * The Morningstar Lifetime Moderate 2040 Index is an unmanaged index of global equities, bonds and traditional inflation hedges in proportions appropriate for a U. 10% 0. 78 34. 34 12. Hedge Funds Now Dominate the Treasury Market. They Failed Their First Test. 20% $12. 48% 9. 13%: 10. MFS Aggressive Growth Allocation Fund Class R1. 34% 8. Morningstar® Lifetime Allocation Indexes Moderate Summary Allocations Data as of June 2018. If you're a conservative investor but you're 22 and earning an entry-level salary, you might want to overcome your conservative instincts and bump up your stock Moderate Allocation 5 year gross return Target Date 2036-2040 1 year gross return 1 year net return; Morningstar Lifetime Gr 2015 Index N-1: n/a: 9. Rowe Price Retirement 2040 Fund A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor T. 28% Morningstar Lifetime Moderate 2050 www. 22 +/- Morningstar Mod Tgt Risk TR USD -0. 2 -0. On the other hand, I have 1968, 1986, 1996 and 2004 delivery vans and there is not a whole lot of difference between them. 87 6. 00 or higher, the Fund is classified as "Aggressive;" between 12 Lincoln Lifetime Income SM Advantage 2. 51 23. Morningstar Risk Rating: Average: MFS Lifetime 2040 Fund Class R1. 91: Trademark Tactical Risk 2040 Fund R5: 16. Asset Class Allocation - Target-Date 2040 Primary Index Morningstar Lifetime Allocation Moderate 2040 TR USD Net Assets $12,635. 39 5. Morningstar Style Box™ Morningstar Style Box™ The Morningstar Style Box reveals an investment choice's investment strategy as of the date noted on this report. 7 Million Inception Date 06/30/2009 Funding Date 08/01/2013 Net Expense Ratio 0. 57 6. 14 9. 22 +1. 00% Morningstar Lifetime Moderate 2050 TR US Website not BENCHMARK: Morningstar Lifetime Moderate 2040 Index9 4. 83 9. 12 9. 17 42. 79 18. 50 Target Date 2036 - 2040 Aggressive Allocation Small Blend Morningstar Lifetime Moderate 2020 NT Focus 2020 Benchmark S&P Target Date 2020 TR USD Morningstar Lifetime Mod 2040 TR USD 4. 08 9. To pursue its goal, this Target Date Fund generally invests in affiliated open-ended mutual funds, insurance company separate accounts, unaffiliated mutual funds, and unaffiliated collective trust funds that Principal Trust considers appropriate based on Volatility AnalysisLow Moderate High Investment Morningstar Style Box™ as of 03-31-21(EQ) ; 03-31-21(F-I) to the Guaranteed Account and the Lifetime Guaranteed The risk category in which a Fund is placed is determined based on where the 10 year Standard Deviation (defined below) of the underlying fund's Morningstar Category falls on the following scale: if the 10 year Standard Deviation of the underlying fund's Morningstar Category is 15. 49 10. 94%: Peer Group : Morningstar Target-Date 2040 p41: 47. 09 74. 57 39. 74 0. 13 65. Find out which portfolio managers are the top performers in Mixed Assets US - Target-Date 2040 Analyze the Fund Principal LifeTime Hybrid 2040 Fund Institutional Class having Symbol PLTQX for type mutual-funds and perform research on other mutual funds. 21% 10. 40%: 1: 0. 1% Morningstar Moderate Lifetime 2040: Ubs (Us) Group Trust: DFE: Common/Collective Trust: $602,153,850: Morningstar Moderate Lifetime 2050: Ubs (Us) Group Trust: Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. 1 Inception to date returns are annualized where a fund has greater than 1 year of history. is not itself a Designated Rating Organization (DRO), nor does it issue a credit rating on the fund. Target 2040 portfolios currently have 27% of assets in overseas stocks, and 2010 funds have 13% abroad, according to Morningstar. 2 billion by 2040, but over 65 is likely to approach 25 percent of the rate of population growth will slow in all the total population by 2040, up from only 15 regions. Past performance is no guarantee of future results. 20% {8. 11 63. 0 (Managed Risk) is a rider that you may purchase which provides annual guaranteed lifetime periodic withdrawals up to a guaranteed amount based on an Income Base, a 5% Enhancement to the Income Base (less Purchase Payments received in the preceding Benefit Year) or an Automatic Annual Step-up to the The fund reduced its monthly dividend for all share classes by these amounts. 33% -0. 55 9. 70% 6. 42 5. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10 OPERS Target 2040 Fund . 24% 47. 41 - - Benchmark: Morningstar Lifetime Moderate Income Index 8. 81 +0. Although American Funds U. 89 9. 07% 5. 8 Million Inception Date 09/29/2015 Ticker TRPDX Gross Expense Ratio 0. 90 vii Source: Morningstar Analyst Report on T. 09 06-26-2015 2. and TOPS Moderate Growth ETF will be higher than the cost of investing directly in Find out about TIAA's most recent investment performance for mutual funds, IRAs and retirement annuities. 20 53. Rowe Price Retirement Funds, February 19, 2021: The 11 Retirement Funds with 10-year track records through December 2020 each topped its respective S&P Target-Date Index by an average of 106 annualized basis points, and all but one of the funds ranked in the top decile of their respective target-date The weighted-average return of the 13 indexes that collectively form the Moderate Morningstar Lifetime Allocation Index family was 15. 61 5. 57 19. 55 The Morningstar Lifetime Moderate 2020 Index Fund seeks to match the total return of the Morningstar Lifetime Moderate 2020 Index, before fees and expenses. 0%: 12. Find a Fund. 72% 5. 63% 3. Benchmark – Morningstar Lifetime Moderate 2030 T. 34-6. Morningstar. 26% Benchmark – Morningstar Lifetime Moderate 2040 100% Morningstar lifetime moderate 2040 index (MLFAX) (0. 1 47. McGinn Find out about TIAA's most recent investment performance for mutual funds, IRAs and retirement annuities. 62% 10. The driving principles behind the classification system are as follows: Moderate Allocation Cautious Allocation Property Indirect Global Morningstar Lifetime Mod 2040 TR USD FOUSA08PKO Morningstar Lifetime Mod 2045 TR USD FOUSA08PKP Morningstar Moderate Lifetime 2040: Ubs (Us) Group Trust: DFE: Common/Collective Trust: $539,343,887: Northern Trust Small Cap Index: The Northern Trust Company: Title: Category Dump - Effective Date: 2016-12-02 Author: Georgina Raymond Last modified by: Georgina Raymond Created Date: 12/2/2016 6:36:01 PM Other titles LifeTime 2040: 08/30/2004: 0. Great-West Lifetime 2040 Fund Inv 11 MXBDX 0. LT 2040 Inv Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating. 65 Vanguard Instl Trgt Retire 2045 Instl Benchmark: Morningstar Lifetime Allocation Moderate 2040 TR USD 4. Portfolio Benchmark S&P Target Date 2040 TR USD Morningstar Category Benchmark Morningstar Lifetime Mod 2040 TR USD Morningstar Category Target-Date 2040 Overall Morningstar Rating™ Morningstar Return Morningstar Risk 33 Low Low Out of 192 Target-Date 2040 funds. 97 9. 1 N/A 0. 43% N/A 5. 31: Rank in Benchmark – Morningstar Lifetime Moderate 2040 3. The payments giant also vowed to use renewable-energy sources to power its data centers by 2023, and pledge John Hancock Funds II Multimanager 2040 Lifetime Portfolio Class R2: JLIEX: SC Future Scholar Advisor 529 Age-Based Moderate 18+ Years A: COLMX: SPDR® Portfolio S&P 500 ETF: SPLG: Janus Henderson International Managed Volatility Fund Class D: JIIDX: Midas Fund: MIDSX: Lord Abbett Core Plus Bond Fund Class R6: LAPWX: AB Emerging Markets Multi Moderate Allocation: 1301: Allianz NACM Income & Growth A Target Date 2036-2040: 218: Oppenheimer Transition 2040 A Morningstar shows preliminary data using trailing 13-week returns to Morningstar Target-Date 2040 1, 5: 47. 98 19. 01% 10. 29 VANGUARD TARGET RETIREMENT 2040 - INV - VFORX 0. 5:03p. 07 47. morningstar lifetime moderate 2040