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Best Target-Date 2040 Mutual Fund Managers

Best Target-Date 2040 fund managers based on our scoring criteria

(** Click on column heading to Sort)
Fund Manager Fund Name Category Manager Score Manager Tenure 1 year Performance 3 year Performance 5 year Performance
James B. Lovelace American Funds 2040 Trgt Date Retire R5 Target-Date 2040 0.8 9.4 -1.64 7.85 8.35
Madison Target Retirement 2040 R6 Target-Date 2040 0.75 8.7 -0.93 6.69 7.09
Joseph C. Flaherty Jr. MFS Lifetime 2040 I Target-Date 2040 0.72 10.7 -1.02 6.86 7.14
Jeffrey L. Knight Putnam RetirementReady 2040 Y Target-Date 2040 0.72 11.6 -4.18 6.99 7.32
Paul T. Torregrosa Wells Fargo Advantage DJ Target 2040 R6 Target-Date 2040 0.69 6 -3.52 5.87 6.07
Patrik Jakobson JPMorgan SmartRetirement 2040 Instl Target-Date 2040 0.68 10.1 -4.81 6.36 7.00
Pablo L. Mitchell TIAA-CREF Lifecycle Index 2040 Inst Target-Date 2040 0.67 6.7 -2.80 7.08 7.63
Dirk L. Laschanzky Principal LifeTime 2040 Instl Target-Date 2040 0.66 5.3 -3.65 6.15 6.51
Jonathan Swaney MainStay Retirement 2040 I Target-Date 2040 0.65 9 -4.45 6.33 6.81
( Performance as of May 31, 2016, Manager Tenure in Years, Performance in %)

 

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