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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 997 | 1121 | 1194 | 1613 | 2182 |
Fund Return | 3.03% | -0.3% | 12.09% | 6.09% | 10.04% | 8.11% |
Place in category | 48 | 76 | 123 | 160 | 135 | 54 |
% in Category | 28 | 38 | 71 | 91 | 87 | 55 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Target Retirement 2035 | 2.81B | 3.03 | 5.36 | 7.49 | ||
State Street Target Retirement 2030 | 2.81B | 2.93 | 4.97 | 7.10 | ||
State Street Target Retirement 2040 | 2.57B | 3.08 | 5.77 | 7.82 | ||
State Street Target Retirement 2050 | 1.98B | 3.06 | 6.44 | 8.28 | ||
State Street Target Retirement 2025 | 1.8B | 2.76 | 4.33 | 6.48 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2045 Tr1 | 109.3B | 2.62 | 7.41 | 8.54 | ||
The Vanguard Target Retire 2045 Tr2 | 109.3B | 2.62 | 7.40 | 8.53 | ||
Vanguard Target Retire Trust Plus45 | 109.3B | 2.62 | 7.42 | 8.55 | ||
Vanguard Target Retirement 2045 Inv | 89.35B | 2.60 | 7.38 | 8.48 | ||
American Funds 2045 Trgt Date RetR6 | 25.26B | 2.78 | 8.26 | 9.45 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 35.42 | - | - | |
State Street Equity 500 Index II | - | 35.06 | - | - | |
State Street Small/Mid Cap Equity Index | - | 12.98 | - | - | |
SPDR Barclays Long Term Treasury | US78464A6644 | 9.58 | 26.39 | -0.60% | |
State Street Aggregate Bond Idx | - | 6.85 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Sell |
Technical Indicators | Sell | Strong Sell | Sell |
Summary | Strong Sell | Strong Sell | Sell |
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