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Morningstar estimates that as of 2022, there is nearly $3 trillion invested in target-date mutual funds. Per Morningstar: Target date strategies remain the investment vehicle of...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1178 | 1035 | 1238 | 1209 | 1632 | 2348 |
Fund Return | 17.82% | 3.46% | 23.77% | 6.54% | 10.29% | 8.91% |
Place in category | 110 | 90 | 138 | 61 | 62 | 30 |
% in Category | 60 | 49 | 72 | 36 | 43 | 34 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.9B | 3.02 | -1.96 | 1.48 | ||
Vanguard Total Bond Market II Idx I | 150.59B | 2.96 | -2.03 | 1.41 | ||
US9229065084 | 119.36B | 4.84 | 3.83 | 1.80 | ||
Vanguard Target Retire Trust Plus35 | 116.55B | 14.47 | 4.79 | 7.78 | ||
The Vanguard Target Retire 2035 Tr1 | 116.55B | 14.46 | 4.78 | 7.76 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 99.89B | 17.85 | 6.57 | 8.99 | ||
The Vanguard Target Retire 2050 Tr2 | 99.89B | 17.86 | 6.57 | 8.97 | ||
Vanguard Target Retire Trust Plus50 | 99.89B | 17.87 | 6.58 | 9.00 | ||
American Funds 2050 Trgt Date RetR6 | 25.38B | 18.08 | 6.20 | 9.68 | ||
Fidelity Freedom Index 2050 Instl | 12.22B | 17.60 | 6.04 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.25 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 35.23 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.73 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.05 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Strong Sell | Strong Buy | Strong Buy |
Summary | Strong Sell | Strong Buy | Strong Buy |
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