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Mutual Fund Finder

Last update: 30-Jun-2014
Fund Name Ticker Category Fund Family 3-Mo Return YTD Return 3-YR Return 5-YR Return Morningstar Rating
T. Rowe Price Retirement 2040 TRRDX Target Date 2036-2040 T. Rowe Price
T. Rowe Price Retirement 2040 Adv PARDX Target Date 2036-2040 T. Rowe Price
MFS? Lifetime? 2040 I MLFIX Target Date 2036-2040 MFS
MFS? Lifetime? 2040 R4 MLFJX Target Date 2036-2040 MFS
JPMorgan SmartRetirement? 2040 Instl SMTIX Target Date 2036-2040 JPMorgan
BMO Target Retirement 2040 R-6 BTRQX Target Date 2036-2040 BMO Funds
T. Rowe Price Retirement 2040 R RRTDX Target Date 2036-2040 T. Rowe Price
BMO Target Retirement 2040 I BTRNX Target Date 2036-2040 BMO Funds
MFS? Lifetime? 2040 R3 MLFHX Target Date 2036-2040 MFS
BMO Target Retirement 2040 Y BTRMX Target Date 2036-2040 BMO Funds
MFS? Lifetime? 2040 A MLFAX Target Date 2036-2040 MFS
QS Legg Mason Target Retirement 2040 I LMNRX Target Date 2036-2040 Legg Mason
JPMorgan SmartRetirement? 2040 Select SMTSX Target Date 2036-2040 JPMorgan
Vantagepoint Milestone 2040 TM VQRKX Target Date 2036-2040 Vantagepoint Funds
Schwab Target 2040 SWERX Target Date 2036-2040 Schwab Funds
Vantagepoint Milestone 2040 Inv M VPRKX Target Date 2036-2040 Vantagepoint Funds
JPMorgan SmartRetirement? 2040 A SMTAX Target Date 2036-2040 JPMorgan
American Funds 2040 Trgt Date Retire R6 RFGTX Target Date 2036-2040 American Funds
American Funds 2040 Trgt Date Retire R5 REGTX Target Date 2036-2040 American Funds
MFS? Lifetime? 2040 R2 MLFGX Target Date 2036-2040 MFS
TIAA-CREF Lifecycle 2040 Instl TCOIX Target Date 2036-2040 TIAA-CREF Mutual Funds
QS Legg Mason Target Retirement 2040 FI LMYFX Target Date 2036-2040 Legg Mason
QS Legg Mason Target Retirement 2040 A LMYAX Target Date 2036-2040 Legg Mason
Vanguard Target Retirement 2040 Inv VFORX Target Date 2036-2040 Vanguard
Nationwide Destination 2040 Instl NWMHX Target Date 2036-2040 Nationwide
TIAA-CREF Lifecycle 2040 Premier TCZPX Target Date 2036-2040 TIAA-CREF Mutual Funds
JPMorgan SmartRetirement? 2040 R2 SMTZX Target Date 2036-2040 JPMorgan
JHancock Retire Living through 2040 R5 JLIHX Target Date 2036-2040 John Hancock
JHancock Retire Living through 2040 1 JLIOX Target Date 2036-2040 John Hancock
BMO Target Retirement 2040 R-3 BTRPX Target Date 2036-2040 BMO Funds
TIAA-CREF Lifecycle 2040 Retire TCLOX Target Date 2036-2040 TIAA-CREF Mutual Funds
American Funds 2040 Trgt Date Retire A AAGTX Target Date 2036-2040 American Funds
American Funds 2040 Trgt Date Retire F-2 FBGTX Target Date 2036-2040 American Funds
QS Legg Mason Target Retirement 2040 R LMYRX Target Date 2036-2040 Legg Mason
American Funds 2040 Trgt Date Retire R4 RDGTX Target Date 2036-2040 American Funds
American Funds 2040 Trgt Date Retire F-1 FAUTX Target Date 2036-2040 American Funds
Principal LifeTime 2040 Instl PTDIX Target Date 2036-2040 Principal Funds
JHancock Retire Living through 2040 R6 JLIIX Target Date 2036-2040 John Hancock
Nationwide Destination 2040 Instl Svc NWMSX Target Date 2036-2040 Nationwide
JHancock Retire Living through 2040 R4 JLIGX Target Date 2036-2040 John Hancock
MassMutual RetireSMART 2040 Svc MFRSX Target Date 2036-2040 MassMutual
Manning & Napier Target 2040 I MTTIX Target Date 2036-2040 Manning & Napier
MFS? Lifetime? 2040 B MLFBX Target Date 2036-2040 MFS
MFS? Lifetime? 2040 R1 MLFEX Target Date 2036-2040 MFS
MFS? Lifetime? 2040 C MLFCX Target Date 2036-2040 MFS
MassMutual RetireSMART 2040 Adm MRFYX Target Date 2036-2040 MassMutual
JPMorgan SmartRetirement? 2040 C SMTCX Target Date 2036-2040 JPMorgan
Wells Fargo Advantage DJ Target 2040 R6 WFOSX Target Date 2036-2040 Wells Fargo Advantage
Nationwide Destination 2040 A NWMAX Target Date 2036-2040 Nationwide
Principal LifeTime 2040 R5 PTDPX Target Date 2036-2040 Principal Funds
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