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| YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|---|---|
| Growth of 1000 | 1162 | 1038 | 1070 | 1382 | 1406 | - |
| Fund Return | 16.18% | 3.79% | 6.97% | 11.39% | 7.05% | - |
| Place in category | - | - | - | - | - | - |
| % in Category | 8 | 13 | 9 | 8 | 5 | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| The Vanguard Target Retire 2040 Tr2 | 132.3B | 17.96 | 14.89 | 9.90 | ||
| Vanguard Target Retire Trust Plus40 | 132.3B | 17.97 | 14.91 | 9.92 | ||
| The Vanguard Target Retire 2040 Tr1 | 132.3B | 17.97 | 14.90 | 9.91 | ||
| Vanguard Target Retirement 2040 Inv | 108.05B | 17.89 | 14.88 | 9.84 | ||
| American Funds 2040 Trgt Date RetR6 | 36.54B | 19.07 | 16.35 | 11.02 |
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Spartan Total Market Index Pool A | - | 62.36 | - | - | |
| Spartan Global ex US Index Pool A | - | 28.07 | - | - | |
| FIAM U.S. Bond Index Pool | - | 6.69 | - | - | |
| FIAM Target Date LT Treas Idx Cmgld Pool | - | 2.87 | - | - |
| Type | Daily | Weekly | Monthly |
|---|---|---|---|
| Moving Averages | - | - | - |
| Technical Indicators | - | - | - |
| Summary | Neutral | Neutral | Neutral |
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