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Overview
Returns
Income
Allocations
Fees
About
Security Type
Management Style
Share Class Type
Share Class Account
As of
11/10/26
Vanguard Target Retirement 2035 Fund
VTTHX | Fund | Investor
$29.00
+0.14%
$126.64 B
2.33%
$0.68
7.85%
14.80%
6.19%
9.45%
0.08%
Vanguard Target Retirement 2045 Fund
VTIVX | Fund | Investor
$37.22
+0.16%
$120.04 B
2.02%
$0.75
9.48%
17.00%
7.52%
10.92%
0.08%
Vanguard Target Retirement 2040 Fund
VFORX | Fund | Investor
$53.21
+0.13%
$117.99 B
2.17%
$1.16
8.68%
15.92%
6.87%
10.25%
0.08%
Vanguard Target Retirement 2030 Fund
VTHRX | Fund | Investor
$44.54
+0.09%
$110.62 B
2.53%
$1.13
6.95%
13.64%
5.49%
8.63%
0.08%
Vanguard Target Retirement 2050 Fund
VFIFX | Fund | Investor
$63.86
+0.19%
$107.70 B
1.94%
$1.24
10.30%
18.01%
8.12%
11.27%
0.08%
Strategic Advisers Fidelity Core Income Fund
FIWGX | Fund | Other
$8.96
-0.11%
$92.14 B
4.75%
$0.43
2.43%
4.79%
0.20%
-
0.42%
Vanguard Target Retirement 2055 Fund
VFFVX | Fund | Investor
$71.29
+0.21%
$76.61 B
1.93%
$1.38
10.35%
18.03%
8.13%
11.27%
0.08%
Vanguard Target Retirement 2025 Fund
VTTVX | Fund | Investor
$20.85
+0.10%
$71.53 B
2.85%
$0.59
5.99%
12.22%
4.72%
7.77%
0.08%
Strategic Advisers Core Income Fund
FPCIX | Fund | Other
$8.93
-0.11%
$41.31 B
4.51%
$0.40
2.38%
4.89%
-0.03%
2.01%
0.50%
Vanguard Target Retirement Income Fund
VTINX | Fund | Investor
$14.02
0.00%
$34.67 B
3.18%
$0.45
4.03%
9.15%
3.28%
5.06%
0.08%
Vanguard Target Retirement 2020 Fund
VTWNX | Fund | Investor
$28.39
+0.04%
$32.24 B
3.22%
$0.91
4.51%
10.15%
3.71%
6.67%
0.08%
Vanguard LifeStrategy Growth Fund
VASGX | Fund | Investor
$53.84
+0.17%
$26.79 B
1.53%
$0.82
9.21%
16.50%
7.17%
10.18%
0.10%
Vanguard LifeStrategy Moderate Growth Fund
VSMGX | Fund | Investor
$36.05
+0.11%
$24.11 B
2.01%
$0.72
7.03%
13.50%
5.40%
8.06%
0.10%
Vanguard Star Fund
VGSTX | Fund | Investor
$30.48
+0.03%
$23.32 B
1.83%
$0.56
7.85%
13.43%
4.64%
8.99%
0.29%
Fidelity Capital & Income Fund
FAGIX | Fund | Other
$10.77
+0.56%
$15.66 B
4.50%
$0.48
11.23%
11.74%
6.35%
7.77%
0.88%
Strategic Advisers Municipal Bond Fund
FSMUX | Fund | Other
$8.67
+0.35%
$14.19 B
4.12%
$0.36
5.38%
3.98%
0.62%
-
0.44%
Vanguard LifeStrategy Conservative Growth Fund
VSCGX | Fund | Investor
$22.19
+0.05%
$11.02 B
2.64%
$0.59
4.80%
10.53%
3.61%
5.92%
0.10%
Strategic Advisers Short Duration Fund
FAUDX | Fund | Other
$9.85
-0.10%
$6.21 B
4.06%
$0.40
3.10%
4.80%
3.25%
2.56%
0.46%
Lifestyle Growth Portfolio
JHGPX | Fund | Other
$13.83
+0.22%
$5.28 B
0.22%
$0.03
6.99%
12.72%
2.15%
7.00%
0.96%
T. Rowe Price Personal Strategy Funds Inc - T. Rowe Pri Spect Moder Growth Alloc Fd USD
TRSGX | Fund | Other
$45.65
+0.29%
$4.24 B
1.61%
$0.74
9.91%
15.33%
5.67%
9.88%
0.92%
iShares Core 60/40 Balanced Allocation ETF
AOR | ETF |
$68.02
-0.51%
$3.89 B
1.85%
$1.26
7.82%
14.18%
6.19%
8.21%
0.20%
Vanguard LifeStrategy Income Fund
VASIX | Fund | Investor
$15.70
0.00%
$3.87 B
3.25%
$0.51
2.60%
7.55%
1.78%
3.71%
0.10%
Victory Cornerstone Moderately Aggressive Fund (Formerly USAA Cornerstone Moderately Aggressive Fund)
USCRX | Fund | Other
$29.07
+0.07%
$2.96 B
1.86%
$0.54
7.97%
12.83%
5.30%
6.90%
1.18%
State Farm Balanced Fund
STFBX | Fund | Other
$102.85
0.00%
$2.79 B
1.87%
$1.93
12.06%
16.22%
9.06%
10.46%
0.17%
Fidelity SAI Real Estate Income Fund
FHLPX | Fund | Other
$9.76
-0.10%
$1.95 B
2.99%
$0.29
-
-
-
-
0.55%
Victory Target Retirement 2040 Fund
URFRX | Fund | Other
$15.54
-0.06%
$1.89 B
2.39%
$0.37
11.77%
16.10%
6.46%
8.70%
0.55%
iShares Core 40/60 Moderate Allocation ETF
AOM | ETF |
$48.66
-0.57%
$1.88 B
2.46%
$1.19
5.38%
11.18%
4.31%
6.12%
0.20%
Schwab Target 2030 Index Fund
SWYEX | Fund | Other
$18.59
+0.11%
$1.88 B
2.38%
$0.44
7.05%
13.43%
5.57%
8.65%
0.12%
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