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Retiring 2040

12.3%
0.8%
0.1%

Take Aim At Your Future

Here’s the good news: We’re living longer than ever, with the average life expectancy for US citizens now above 78 years [1]. However, that also means more of our lives are lived after our careers are over. That’s making it increasingly important for investors to start investing for life after retirement – and to make plans for when that retirement will begin. The Retiring 2040 motif is a multi-asset investment vehicle for individuals planning to retire during or near 2040. Since prospective investors of this motif are more than 25 years from retirement, this motif holds a higher proportion of US and Global equity securities. As 2040 draws closer, investors may choose to follow a yearly update that incrementally moves the motif’s capital toward short-term bonds in an attempt to further reduce the risk profile. However, investors should be aware there will continue to be some exposure to US and international equities even beyond the target date. Based on its current holdings, this motif has a composite expense ratio of 0.21%. See more
12.3%
0.8%
0.1%
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Motif Index 1 YR Return
Retiring 2040 Benchmark
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Weight Segment & Stocks Symbol 1 MO / 1 YR Return
25.7% US Equities 20.9%
6.3% 8xxxxxxx 8xxxxxxxxxx 8xxxxxxxxx 8xx 8xx 88.8%
4.0% 8xxxxxxx 8xxxxxxxxx 8xx 8xx 88.8%
3.7% 8xxxxxxx 8xxxxx 8xxx 8xx 8xx 88.8%
3.2% 8xxxxxxx 8xxxxxxx 8xxxxxxxxxxxx 8xx 8xx 88.8%
2.7% 8xxxxxxx 8xxxxxxxxxx 8xx 8xx 88.8%
2.2% 8xxxxxxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
1.5% 8xxxxxxx 8xxxxx 8xx 8xx 88.8%
0.8% 8xxxxxxx 8xxxxxxxx 8xx 8xx 88.8%
0.8% 8xxxxxxx 8xxxxxxxx 8xx 8xx 88.8%
0.5% 8xxxxxxx 8xxxxxxxxxxxxxxxx 8xxxxxxx 8xx 8xx 88.8%
20.4% US Bonds 3.9%
20.4% Vanguard Total Bond Market ETF BND 3.9%
17.3% International Bonds 3.9%
13.0% Developed Equities 23.6%
11.4% Emerging Equities 25.1%
11.4% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
8.4% Real Estate 5.2%
8.4% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
3.8% Commodities 1.9%
3.8% 8xxxxxxxxxx 8xxxxxxx 8xxx 8xxxxxxxx 8xxx 8xx 88.8%

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