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Target Date 2036-2040 Mutual Funds : Mutual Fund Fees

This database will allow you to view the fees and other expenses associated with mutual funds as well as an alternate, lower cost, ETF option.

Search for a mutual fund by symbol or name:

Choose a Target Date 2036-2040 mutual fund below to see its investment fees and other associated costs.


AllianceBern 2040 Retirement Strat A (LTLAX)
AllianceBern 2040 Retirement Strat C (LTLCX)
AllianceBern 2040 Retirement Strat I (LTSIX)
AllianceBern 2040 Retirement Strat K (LTSKX)
AllianceBern 2040 Retirement Strat R (LTSRX)
Allianz Glbl Inv Solutions 2040 A (AVSAX)
Allianz Glbl Inv Solutions 2040 D (AVSDX)
Allianz Glbl Inv Solutions 2040 Inst (AVTIX)
American Century LIVESTRONG 2040 A (ARDMX)
American Century LIVESTRONG 2040 Instl (ARDSX)
American Century LIVESTRONG 2040 Inv (ARDVX)
American Century LIVESTRONG 2040 R (ARDRX)
American Funds Trgt Date Ret 2040 A (AAGTX)
American Funds Trgt Date Ret 2040 R1 (RAKTX)
American Funds Trgt Date Ret 2040 R2 (RBKTX)
American Funds Trgt Date Ret 2040 R3 (RCKTX)
American Funds Trgt Date Ret 2040 R4 (RDGTX)
American Funds Trgt Date Ret 2040 R5 (REGTX)
American Funds Trgt Date Ret 2040 R6 (RFGTX)
BlackRock LifePath 2040 Institutional (STETZ)
BlackRock LifePath 2040 Institutional (STLEX)
BlackRock LifePath 2040 Investor A (LPREX)
Columbia Retirement Plus 2040 Fund Class A (CRLAX)
Columbia Retirement Plus 2040 Fund Class R (CRLRX)
DWS LifeCompass 2040 A (TGTAX)
DWS LifeCompass 2040 S (TGTSX)
Fidelity Advisor Freedom 2040 A (FAFFX)
Fidelity Advisor Freedom 2040 B (FBFFX)
Fidelity Advisor Freedom 2040 C (FCFFX)
Fidelity Advisor Freedom 2040 I (FIFFX)
Goldman Sachs Retirement Str 2040 A (GRNAX)
Goldman Sachs Retirement Str 2040 Instl (GRNIX)
Goldman Sachs Retirement Str 2040 IR (GRNTX)
Goldman Sachs Retirement Str 2040 R (GRNRX)
JHancock2 Retirement Living 2040 A (JLIAX)
JHancock2 Retirement Living 2040 R1 (JLIDX)
JHancock2 Retirement Living 2040 R3 (JLIFX)
JHancock2 Retirement Living 2040 R4 (JLIGX)
Legg Mason Target Retirement 2040 A (LMYAX)
Legg Mason Target Retirement 2040 I (LMNRX)
MainStay Retirement 2040 R2 (MSRQX)
MainStay Retirement 2040 R3 (MSRZX)
Manning & Napier Target 2040 I (MTTIX)
Manning & Napier Target 2040 K (MTTKX)
Manning & Napier Target 2040 R (MTTRX)
MFS Lifetime 2040 A (MLFAX)
Oppenheimer Transition 2040 A (OTIAX)
Oppenheimer Transition 2040 B (OTI1Z)
Oppenheimer Transition 2040 Y (OTIYX)
PIMCO RealRetirement 2040 A (POFTZ)
PIMCO RealRetirement 2040 Adm (PEOAX)
PIMCO RealRetirement 2040 D (POFDX)
PIMCO RealRetirement 2040 Instl (PROIX)
Principal LifeTime 2040 A (PTDAX)
Principal LifeTime 2040 B (PTDBX)
Principal LifeTime 2040 R5 (PTDPX)
Putnam RetirementReady 2040 A (PRRBG)
Russell LifePoints 2040 Strategy E (RXLEX)
Russell LifePoints 2040 Strategy R1 (RXLRX)
Russell LifePoints 2040 Strategy R2 (RXLTX)
Russell LifePoints 2040 Strategy S (RXLSX)
Russell LifePoints 2040 Strategy S (RXLSZ)
Schwab Target 2040 (SWERX)
T. Rowe Price Retirement 2040 (TRRDX)
T. Rowe Price Retirement 2040 Adv (PARDX)
T. Rowe Price Retirement 2040 R (RRTDX)
Vanguard Target Retirement 2040 Inv (VFORX)
Wells Fargo Advantage DJ Target 2040 A (STFRX)
Wells Fargo Advantage DJ Target 2040 Adm (WFLWX)
Wells Fargo Advantage DJ Target 2040 B (SLPBX)
Wells Fargo Advantage DJ Target 2040 C (WFOFX)
Wells Fargo Advantage DJ Target 2040 I (WFOSX)
Wells Fargo Advantage DJ Target 2040 Inv (WFFTX)