SP Funds 2040 Target Date FundSPTBX
Type
Mutual fund
Peer group
Target-date
Net assets
$7.1M
Expense ratio
1.32%
1-year return
+42.1%
3 years, a year
—
5 years, a year
—
Holdings
5
What it aims to do.
The SP Funds 2040 Target Date Fund (the Fund or the 2040 Fund) seeks a high level of total return through its target date.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| SP Funds S&P 500 Sharia Indust | 33.59% |
| SP Funds S&P Global Technology | 32.74% |
| SP Funds S&P World ex-US ETF | 19.29% |
| SP Funds S&P Global Reit Shari | 4.72% |
| SP Funds Dow Jones Global Suku | 4.71% |
More on SPTBX.
- SPTBX overview
- SPTBX holdings
- SPTBX risk
- SPTBX costs
- SPTBX money in and out
- SPTBX share classes
- Compare SPTBX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.