Please try another search
YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1024 | 1134 | 1061 | 1412 | 1986 |
Fund Return | 2.51% | 2.39% | 13.42% | 1.98% | 7.15% | 7.1% |
Place in category | 140 | 164 | 101 | 125 | 130 | 59 |
% in Category | 59 | 73 | 46 | 64 | 73 | 64 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab US Aggregate Bond Index | 4.68B | -3.16 | -3.59 | - | ||
Schwab Treasury Infl Protected Sec | 2.6B | -1.57 | -1.60 | 1.81 | ||
Schwab Target 2030 | 968.78M | 1.42 | 1.23 | 6.21 | ||
US80850L7837 | 824.92M | 2.48 | 3.16 | - | ||
Schwab Target 2035 | 584.08M | 2.02 | 1.64 | 6.70 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
The Vanguard Target Retire 2040 Tr1 | 94.28B | 2.43 | 2.43 | 7.64 | ||
The Vanguard Target Retire 2040 Tr2 | 94.28B | 2.42 | 2.42 | 7.62 | ||
Vanguard Target Retire Trust Plus40 | 94.28B | 2.42 | 2.44 | 7.65 | ||
Vanguard Target Retirement 2040 Inv | 82.52B | 2.42 | 2.36 | 7.55 | ||
American Funds 2040 Trgt Date RetR6 | 29.53B | 3.44 | 3.25 | 8.75 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab® S&P 500 Index | - | 19.43 | - | - | |
Schwab International Opportunities | - | 11.35 | - | - | |
Schwab® International Core Equity | - | 8.92 | - | - | |
Schwab US Aggregate Bond Index | - | 6.32 | - | - | |
Dodge & Cox Stock I | - | 5.57 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Neutral | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review