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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1134 | 1023 | 1294 | 1093 | 1582 | 2227 |
Fund Return | 13.36% | 2.29% | 29.42% | 3.01% | 9.6% | 8.34% |
Place in category | 132 | 22 | 128 | 167 | 102 | 52 |
% in Category | 66 | 8 | 64 | 89 | 62 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.03B | 10.48 | 3.10 | 7.63 | ||
American Funds 2035 Trgt Date RetR6 | 35.05B | 12.12 | 3.57 | 8.69 | ||
American Funds 2040 Trgt Date RetR6 | 32.65B | 13.83 | 4.22 | 9.29 | ||
American Funds Bond Fund of Amer F2 | 30.83B | 1.92 | -2.13 | 1.89 | ||
American Funds 2045 Trgt Date RetR6 | 27.83B | 14.21 | 4.28 | 9.47 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 95.95B | 13.70 | 4.49 | 8.76 | ||
The Vanguard Target Retire 2050 Tr2 | 95.95B | 13.70 | 4.48 | 8.75 | ||
Vanguard Target Retire Trust Plus50 | 95.95B | 13.72 | 4.51 | 8.77 | ||
Vanguard Target Retirement 2050 Inv | 75.87B | 13.68 | 4.45 | 8.68 | ||
American Funds 2050 Trgt Date RetR6 | 25.35B | 14.35 | 4.13 | 9.52 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds New Perspective R6 | - | 8.99 | - | - | |
American Funds SMALLCAP World R6 | - | 8.07 | - | - | |
American Funds Fundamental Invs R6 | - | 8.03 | - | - | |
American Funds Washington Mutual R6 | - | 8.00 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 7.29 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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