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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1075 | 983 | 1075 | 1040 | 1272 | 1718 |
Fund Return | 7.51% | -1.72% | 7.51% | 1.31% | 4.93% | 5.56% |
Place in category | 70 | 28 | 70 | 47 | 35 | 24 |
% in Category | 59 | 31 | 59 | 45 | 28 | 40 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2030 | 3.04B | 9.97 | 1.87 | 7.14 | ||
State Street Target Retirement 2035 | 3.07B | 10.62 | 2.03 | 7.54 | ||
State Street Target Retirement 2040 | 2.86B | 11.40 | 2.32 | 7.88 | ||
State Street Target Retirement 2045 | 2.64B | 12.00 | 2.56 | 8.17 | ||
State Street Target Retirement 2050 | 2.24B | 12.56 | 2.82 | 8.32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2020 Inv | 35.96B | 7.75 | 1.34 | 5.58 | ||
The Vanguard Target Retire 2020 Tr1 | 29.55B | 7.78 | 1.36 | 5.65 | ||
The Vanguard Target Retire 2020 Tr2 | 29.55B | 7.79 | 1.36 | 5.64 | ||
Vanguard Target Retire Trust Plus20 | 29.55B | 7.81 | 1.38 | 5.66 | ||
American Funds 2020 Trgt Date RetR6 | 10.15B | 8.94 | 2.31 | 6.00 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Aggregate Bond Idx | - | 19.99 | - | - | |
SPDR Bloomberg Barclays 1-10 Year TIPS | US78468R8613 | 17.86 | 18.66 | +0.21% | |
State Street Equity 500 Index II | - | 16.66 | - | - | |
SPDR Barclays Srt Term Trsy Bd | US78468R1014 | 15.08 | 29.08 | +0.17% | |
State Street Glb All Cap Eq ex-US Idx | - | 11.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Sell | Strong Sell |
Technical Indicators | BUY | Strong Sell | Strong Sell |
Summary | Neutral | Strong Sell | Strong Sell |
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