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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1141 | 1025 | 1307 | 1114 | 1639 | 2392 |
Fund Return | 14.1% | 2.46% | 30.71% | 3.67% | 10.38% | 9.11% |
Place in category | 79 | 14 | 68 | 121 | 32 | 9 |
% in Category | 40 | 3 | 35 | 66 | 21 | 6 |
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 2055 Tr1 | 70.48B | 13.71 | 4.50 | 8.75 | ||
The Vanguard Target Retire 2055 Tr2 | 70.48B | 13.70 | 4.49 | 8.74 | ||
Vanguard Target Retire Trust Plus55 | 70.48B | 13.73 | 4.51 | 8.76 | ||
Vanguard Target Retirement 2055 Inv | 52.02B | 13.69 | 4.46 | 8.67 | ||
American Funds 2055 Trgt Date RetR6 | 18.18B | 14.46 | 4.03 | 9.49 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
American Funds SMALLCAP World R6 | - | 9.04 | - | - | |
American Funds New Perspective R6 | - | 9.04 | - | - | |
American Funds Fundamental Invs R6 | - | 8.98 | - | - | |
American Funds Capital World Gr&Inc R6 | - | 8.26 | - | - | |
American Funds Washington Mutual R6 | - | 8.00 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | Strong Buy | Strong Buy |
Summary | Strong Buy | Strong Buy | Strong Buy |
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