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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1023 | 1024 | 1123 | 1127 | 1394 | 2018 |
Fund Return | 2.3% | 2.43% | 12.28% | 4.06% | 6.87% | 7.27% |
Place in category | 35 | 9 | 6 | 15 | 2 | 1 |
% in Category | 17 | 11 | 5 | 9 | 1 | 1 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.61B | 2.57 | 4.64 | 7.93 | ||
T. Rowe Price Retirement 2040 | 8.9B | 3.24 | 6.11 | 9.09 | ||
T. Rowe Price Retirement 2035 | 8.08B | 2.94 | 5.43 | 8.56 | ||
T. Rowe Price Retirement 2045 | 6.01B | 3.41 | 6.66 | 9.44 | ||
T. Rowe Price Retirement 2020 | 5.19B | 2.15 | 3.76 | 6.66 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Target Retirement 2025 Fun | 75.7B | 1.87 | 3.77 | 6.59 | ||
Vanguard Target Retire Trust Plus25 | 73.37B | 1.86 | 3.84 | 6.69 | ||
The Vanguard Target Retire 2025 Tr1 | 73.37B | 1.86 | 3.83 | 6.68 | ||
The Vanguard Target Retire 2025 Tr2 | 73.37B | 1.86 | 3.82 | 6.66 | ||
American Funds 2025 Trgt Date RetR6 | 22.83B | 2.37 | 4.15 | 6.98 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price New Income Z | - | 13.25 | - | - | |
T. Rowe Price Ltd Dur Infl Focus Bd Z | - | 9.31 | - | - | |
T. Rowe Price Growth Stock Z | - | 8.27 | - | - | |
T. Rowe Price Value Z | - | 7.98 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 5.66 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Buy |
Technical Indicators | Strong Buy | Strong Sell | Strong Buy |
Summary | Neutral | Neutral | Strong Buy |
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