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Income

Income Funds and ETFs seek to gain exposure to income streams across... Income Funds and ETFs seek to gain exposure to income streams across multiple asset classes from around the world. These funds invest in securities with a dividend yield of at least 2% and do not allocate more than 80% of their assets to either stocks, preferred stocks or bonds and have less than 5% allocation to cash. To find out detailed information on Multi-Asset Income in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 11/05/24 View more View less

Income Funds and ETFs seek to gain exposure to income streams across multiple asset classes from around the world. These funds invest in securities with a dividend yield of at least 2% and... Income Funds and ETFs seek to gain exposure to income streams across multiple asset classes from around the world. These funds invest in securities with a dividend yield of at least 2% and do not allocate more than 80% of their assets to either stocks, preferred stocks or bonds and have less than 5% allocation to cash. To find out detailed information on Multi-Asset Income in the U.S., click the tabs in the table below. The data that can be found in each tab includes historical performance, the different fees in each fund, the initial investment required, asset allocation, manager information, and much more. Each ticker and name links to more detailed data about each fund, including graphs, fund descriptions, details about the fund managers, and other valuable information. The table can be resorted by clicking the first row of any column. Each fund may be in more than one table on our site because they usually have more than one tag associated with them; for instance, a European equity mutual fund may be tagged as “developed markets”, “equity” and “Europe”. Last Updated 11/05/24 View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/1/24
Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$24.61

+0.12%

$93.42 B

2.20%

$0.55

21.01%

2.76%

7.91%

7.54%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$39.08

+0.05%

$90.61 B

2.33%

$0.92

19.50%

2.25%

7.06%

6.97%

0.08%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$44.12

+0.18%

$82.64 B

2.10%

$0.94

22.51%

3.27%

8.75%

8.11%

0.08%

Vanguard Target Retirement 2045 Fund

VTIVX | Fund | Investor

$30.20

+0.27%

$79.93 B

1.99%

$0.61

23.94%

3.74%

9.59%

8.59%

0.08%

Vanguard Target Retirement 2025 Fund

VTTVX | Fund | Investor

$20.03

0.00%

$76.46 B

2.50%

$0.51

17.57%

1.75%

6.19%

6.37%

0.08%

Vanguard Target Retirement 2050 Fund

VFIFX | Fund | Investor

$50.67

+0.30%

$75.51 B

1.92%

$0.98

25.01%

4.12%

9.89%

8.74%

0.08%

$9.08

-0.55%

$68.02 B

3.90%

$0.36

8.26%

-1.95%

0.78%

-

0.42%

Vanguard Target Retirement 2055 Fund

VFFVX | Fund | Investor

$56.54

+0.28%

$50.63 B

1.89%

$1.08

25.02%

4.12%

9.88%

8.72%

0.08%

$9.06

-0.44%

$44.15 B

4.43%

$0.40

8.46%

-2.41%

0.26%

1.88%

0.60%

Vanguard Target Retirement 2020 Fund

VTWNX | Fund | Investor

$28.84

-0.10%

$38.21 B

2.72%

$0.79

14.83%

1.20%

5.21%

5.64%

0.08%

$13.56

-0.15%

$36.32 B

2.58%

$0.35

12.95%

0.89%

3.81%

4.15%

0.08%

Vanguard Star Fund

VGSTX | Fund | Investor

$29.02

+0.03%

$23.22 B

1.81%

$0.53

19.60%

1.02%

7.71%

7.44%

0.31%

Vanguard LifeStrategy Growth Fund

VASGX | Fund | Investor

$46.21

+0.22%

$20.69 B

1.87%

$0.87

23.02%

3.40%

8.74%

7.98%

0.14%

$33.08

+0.06%

$20.63 B

2.17%

$0.73

19.08%

2.12%

6.54%

6.46%

0.13%

Fidelity Capital & Income Fund

FAGIX | Fund | Other

$10.16

0.00%

$12.66 B

4.55%

$0.46

15.54%

3.55%

6.95%

6.34%

0.99%

$21.42

-0.09%

$10.16 B

2.52%

$0.55

15.20%

0.82%

4.31%

4.89%

0.12%

$9.99

0.00%

$4.46 B

4.67%

$0.47

5.88%

2.95%

2.34%

1.97%

0.44%

Vanguard LifeStrategy Income Fund

VASIX | Fund | Investor

$15.50

-0.26%

$4.10 B

2.94%

$0.46

11.40%

-0.52%

1.99%

3.23%

0.11%

$28.12

-0.04%

$2.78 B

1.91%

$0.54

17.01%

2.04%

5.57%

4.77%

1.17%

State Farm Balanced Fund

STFBX | Fund | Other

$94.98

+0.05%

$2.49 B

1.98%

$1.91

22.94%

6.83%

10.54%

8.53%

0.18%

Old Westbury Credit Income Fund

OWCIX | Fund | Other

$7.99

-0.50%

$2.26 B

5.43%

$0.44

9.92%

-2.78%

-

-

0.93%

$57.73

+0.16%

$2.03 B

1.87%

$1.08

19.21%

2.49%

6.51%

6.30%

0.20%

$13.49

+0.22%

$1.53 B

2.16%

$0.30

21.32%

2.12%

6.70%

6.36%

0.56%

$43.85

+0.02%

$1.37 B

2.38%

$1.04

15.50%

1.08%

4.38%

4.70%

0.20%

$17.29

+0.06%

$1.35 B

1.64%

$0.29

20.17%

4.30%

9.09%

7.26%

0.82%

$8.79

+0.11%

$1.34 B

6.16%

$0.54

13.20%

2.74%

4.16%

4.27%

0.82%

$12.87

+0.08%

$1.25 B

2.55%

$0.33

17.81%

1.37%

5.46%

5.50%

0.55%

$11.65

0.00%

$1.21 B

1.37%

$0.16

18.67%

1.25%

-

-

1.05%

Schwab Target 2040 Fund

SWERX | Fund | Other

$18.78

+0.21%

$1.18 B

1.82%

$0.34

23.16%

2.84%

8.63%

7.71%

0.51%

$22.02

-0.81%

$1.18 B

0.00%

-

18.64%

-7.96%

-2.48%

3.52%

1.78%

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