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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1032 | 1032 | 1162 | 1177 | 1527 | 2271 |
Fund Return | 3.15% | 3.16% | 16.17% | 5.58% | 8.84% | 8.55% |
Place in category | 54 | 112 | 91 | 109 | 75 | 38 |
% in Category | 22 | 57 | 44 | 59 | 42 | 37 |
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 2025 | 6.89B | 2.30 | 4.06 | 7.27 | ||
T. Rowe Price Retirement 2045 | 6.01B | 3.41 | 6.66 | 9.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 109.35B | 2.51 | 5.88 | 8.58 | ||
The Vanguard Target Retire 2040 Tr2 | 109.35B | 2.51 | 5.87 | 8.57 | ||
Vanguard Target Retire Trust Plus40 | 109.35B | 2.50 | 5.89 | 8.60 | ||
Vanguard Target Retirement 2040 Inv | 93.99B | 2.50 | 5.86 | 8.51 | ||
American Funds 2040 Trgt Date RetR6 | 34B | 3.55 | 7.42 | 9.83 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Growth Stock Z | - | 14.20 | - | - | |
T. Rowe Price Value Z | - | 14.00 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 9.74 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 9.69 | - | - | |
T. Rowe Price Overseas Stock Z | - | 6.97 | - | - |
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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