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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1140 | 1025 | 1304 | 1118 | 1642 | 2398 |
Fund Return | 14.05% | 2.47% | 30.43% | 3.78% | 10.42% | 9.14% |
Place in category | 74 | 7 | 73 | 110 | 22 | 6 |
% in Category | 34 | 1 | 37 | 61 | 14 | 3 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds 2030 Trgt Date RetR6 | 35.49B | 10.48 | 3.10 | 7.63 | ||
American Funds 2035 Trgt Date RetR6 | 35.48B | 12.12 | 3.57 | 8.69 | ||
American Funds 2040 Trgt Date RetR6 | 33.18B | 13.83 | 4.22 | 9.29 | ||
American Funds Bond Fund of Amer F2 | 31B | 1.92 | -2.13 | 1.89 | ||
American Funds 2045 Trgt Date RetR6 | 28.27B | 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 | 77.44B | 13.68 | 4.45 | 8.68 | ||
American Funds 2050 Trgt Date RetR6 | 25.75B | 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 | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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