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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1035 | 1035 | 1179 | 1211 | 1596 | 2415 |
Fund Return | 3.51% | 3.54% | 17.89% | 6.58% | 9.8% | 9.22% |
Place in category | 53 | 142 | 103 | 103 | 73 | 30 |
% in Category | 22 | 79 | 61 | 60 | 50 | 33 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Retirement 2030 | 10.63B | 2.57 | 4.64 | 7.93 | ||
T. Rowe Price Retirement 2040 | 8.91B | 3.24 | 6.11 | 9.09 | ||
T. Rowe Price Retirement 2035 | 8.08B | 2.94 | 5.43 | 8.56 | ||
T. Rowe Price Retirement 2025 | 6.91B | 2.30 | 4.06 | 7.27 | ||
T. Rowe Price Retirement 2045 | 6B | 3.41 | 6.66 | 9.44 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2055 Tr1 | 75.15B | 2.91 | 7.03 | 9.25 | ||
The Vanguard Target Retire 2055 Tr2 | 75.15B | 2.90 | 7.02 | 9.24 | ||
Vanguard Target Retire Trust Plus55 | 75.15B | 2.90 | 7.04 | 9.26 | ||
Vanguard Target Retirement 2055 Inv | 53.83B | 2.90 | 7.00 | 9.17 | ||
American Funds 2055 Trgt Date RetR6 | 18.95B | 3.78 | 7.82 | 10.09 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
T. Rowe Price Value Z | - | 15.67 | - | - | |
T. Rowe Price Growth Stock Z | - | 15.61 | - | - | |
T. Rowe Price US Large-Cap Core Z | - | 10.64 | - | - | |
T. Rowe Price Equity Index 500 Z | - | 10.38 | - | - | |
T. Rowe Price Overseas Stock Z | - | 7.75 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | BUY | BUY | Strong Buy |
Summary | Buy | Buy | Strong Buy |
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