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This post was first published at The Humble DollarTarget-date funds from Vanguard Group are, I believe, fantastic products. My first investment was a $3,000 purchase of Vanguard...
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1146 | 985 | 1146 | 1137 | 1540 | 2303 |
Fund Return | 14.63% | -1.5% | 14.63% | 4.38% | 9.02% | 8.7% |
Place in category | 90 | 77 | 90 | 41 | 56 | 13 |
% in Category | 47 | 42 | 47 | 26 | 45 | 50 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Bond Market II Index | 160.52B | 1.31 | -2.39 | 1.30 | ||
Vanguard Total Bond Market II Idx I | 148.93B | 1.24 | -2.46 | 1.23 | ||
US9229065084 | 119.92B | 5.24 | 3.96 | 1.84 | ||
Vanguard Target Retire Trust Plus35 | 114.35B | 11.76 | 3.03 | 7.61 | ||
The Vanguard Target Retire 2035 Tr1 | 114.35B | 11.74 | 3.02 | 7.60 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US0669234421 | 3.64B | 16.29 | 4.94 | - | ||
T. Rowe Price Retirement 2060 | 1.59B | 14.20 | 3.66 | 9.00 | ||
Principal LifeTime 2060 Institution | 987.22M | 13.29 | 3.46 | 8.55 | ||
Fidelity Freedom 2060 | 702.53M | 14.03 | 3.94 | 8.86 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | - | 54.52 | - | - | |
Vanguard Total Intl Stock Index Inv | - | 34.85 | - | - | |
Vanguard Total Bond Market II Idx Inv | - | 6.83 | - | - | |
Vanguard Total Intl Bd II Idx Insl | - | 3.07 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Buy | Buy | Buy |
Technical Indicators | Strong Buy | BUY | Strong Buy |
Summary | Strong Buy | Buy | Strong Buy |
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