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One Choice 2040 Portfolio - R6 Class: (MF: ARDUX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$11.03 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.69 52
3 months 3.96 59
6 months 7.12 66
1 Year 14.85 59
3 Year 12.64 57
5 Year 6.46 57
10 Year 9.07 41

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.48
5 Year 5.96
10 Year 8.18
Since Inception 7.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.08 6.60 4.70 1.76
2024 4.88 0.51 6.17 -1.79
2023 5.49 2.84 -3.77 9.22
2022 -6.07 -11.94 -5.36 7.26
2021 2.77 5.09 -0.29 3.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.6913.489.9214.02-16.0411.8615.5521.66-6.2616.367.23
% Total Return Rel to Index 0.53-4.73-15.09-12.222.15-16.82-2.85-9.82-1.87-5.43-4.70
% Total Return Rel to Peer -0.26-1.020.010.86-3.070.354.864.460.232.900.96
% Perf Quintile vs Peer* 3.003.000.003.003.003.002.002.003.003.002.00
% Dividends 0.000.440.370.310.300.630.190.250.370.260.00
% Yield 0.003.353.043.362.744.471.361.913.152.020.00
Capital Gains ($) 0.001.360.410.030.470.620.770.900.660.140.32
Expense Ratio 0.000.480.480.490.480.480.480.480.480.510.62

* 1 = Top 20%, 5 = Bottom 20%