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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 | 1029 | 1038 | 1180 | 1225 | 1602 | 2409 |
Fund Return | 2.91% | 3.78% | 18.03% | 6.99% | 9.88% | 9.19% |
Place in category | 175 | 85 | 82 | 58 | 59 | 28 |
% in Category | 84 | 49 | 48 | 34 | 41 | 32 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 161.55B | 0.55 | -1.52 | 1.13 | ||
Vanguard Total Bond Market II Idx I | 149.82B | 0.54 | -1.59 | 1.06 | ||
US9229065084 | 121.52B | 0.37 | 4.08 | 1.88 | ||
Vanguard Target Retire Trust Plus35 | 117.44B | 2.30 | 5.22 | 7.98 | ||
The Vanguard Target Retire 2035 Tr1 | 117.44B | 2.30 | 5.21 | 7.97 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2050 Tr1 | 101.54B | 2.90 | 7.04 | 9.26 | ||
The Vanguard Target Retire 2050 Tr2 | 101.54B | 2.90 | 7.03 | 9.25 | ||
Vanguard Target Retire Trust Plus50 | 101.54B | 2.91 | 7.05 | 9.28 | ||
American Funds 2050 Trgt Date RetR6 | 26.82B | 3.73 | 7.76 | 10.10 | ||
Fidelity Freedom Index 2050 Instl | 12.27B | 3.08 | 6.52 | - |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.87 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 34.58 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.81 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.09 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Neutral | Strong Buy | Buy |
Technical Indicators | BUY | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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