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Dividend yield is one of the main factors to consider when investing... Dividend yield is one of the main factors to consider when investing in dividend-paying stocks. Watch out for dividend traps, however, because stocks having a dividend yield of 10% and above are usually very risky investments. View more View less

Dividend yield is one of the main factors to consider when investing in dividend-paying stocks. Watch out for dividend traps, however, because stocks having a dividend yield of 10% and above are usually... Dividend yield is one of the main factors to consider when investing in dividend-paying stocks. Watch out for dividend traps, however, because stocks having a dividend yield of 10% and above are usually very risky investments. View more View less

Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 11/25/24

$296.51

+0.49%

$1.55 T

1.17%

$3.48

33.47%

8.77%

14.96%

12.70%

0.03%

$547.47

+0.34%

$1.28 T

1.20%

$6.55

32.71%

9.92%

15.53%

13.18%

0.03%

Fidelity 500 Index Fund

FXAIX | Fund | Other

$208.30

+0.30%

$592.67 B

1.24%

$2.57

33.15%

10.92%

15.59%

13.17%

0.02%

$597.53

+0.34%

$533.35 B

1.17%

$6.98

33.02%

10.82%

15.51%

13.14%

-

$600.22

+0.30%

$462.04 B

1.49%

$8.94

33.08%

10.88%

15.60%

13.21%

0.03%

$60.91

+0.35%

$424.75 B

1.79%

$1.09

12.31%

1.39%

5.37%

4.77%

0.08%

$72.59

+0.04%

$314.28 B

3.76%

$2.73

6.61%

-2.08%

-0.28%

1.41%

0.03%

$505.79

+0.16%

$286.63 B

0.54%

$2.71

30.74%

8.96%

20.67%

18.00%

0.20%

$404.03

+0.02%

$222.21 B

0.45%

$1.82

36.03%

8.57%

18.83%

15.47%

0.04%

$49.50

+0.45%

$184.11 B

1.17%

$0.58

11.20%

1.98%

5.83%

5.24%

0.06%

$281.84

+0.92%

$174.68 B

1.34%

$3.79

32.33%

4.84%

11.76%

10.25%

0.04%

$180.08

+0.73%

$162.66 B

2.03%

$3.66

29.70%

10.35%

11.76%

10.63%

0.04%

$257.73

+1.56%

$145.28 B

1.09%

$2.82

35.31%

5.26%

11.28%

9.85%

0.05%

$18.36

+0.49%

$136.44 B

0.66%

$0.12

33.40%

10.50%

15.71%

-

0.56%

$72.59

+0.41%

$109.49 B

3.61%

$2.62

10.73%

2.99%

5.45%

5.16%

0.07%

$98.69

+0.90%

$104.85 B

3.77%

$3.72

7.55%

-2.02%

-0.17%

1.46%

0.03%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$92.59

+0.36%

$104.15 B

1.13%

$1.05

32.74%

10.79%

15.50%

13.15%

0.02%

$45.41

+0.02%

$103.29 B

1.18%

$0.54

15.14%

-0.45%

4.23%

3.48%

0.08%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$166.97

+0.43%

$100.61 B

0.31%

$0.52

34.22%

9.87%

15.02%

12.73%

0.02%

$203.42

+1.71%

$100.44 B

0.96%

$1.95

39.69%

3.34%

11.85%

10.20%

0.06%

$203.95

+0.74%

$93.72 B

1.64%

$3.34

26.71%

9.59%

12.85%

11.78%

0.06%

Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$25.04

+0.32%

$93.42 B

2.19%

$0.55

19.12%

3.59%

8.00%

7.54%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$39.71

+0.30%

$90.61 B

2.32%

$0.92

17.77%

3.01%

7.15%

6.95%

0.08%

$50.04

+0.24%

$90.25 B

2.35%

$1.18

7.76%

-0.66%

-0.02%

2.00%

0.07%

$394.31

+0.05%

$89.17 B

0.57%

$2.23

36.32%

10.45%

19.04%

16.23%

0.19%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$44.98

+0.33%

$82.64 B

2.08%

$0.94

20.55%

4.17%

8.85%

8.10%

0.08%

$621.29

-0.05%

$81.16 B

0.59%

$3.67

36.07%

12.87%

22.40%

20.60%

0.10%

$67.87

+1.54%

$80.56 B

1.41%

$0.96

34.55%

8.59%

12.65%

10.53%

0.05%

Vanguard Target Retirement 2045 Fund

VTIVX | Fund | Investor

$30.83

+0.36%

$79.93 B

1.97%

$0.61

21.84%

4.71%

9.70%

8.60%

0.08%

$10.82

+0.46%

$77.43 B

1.20%

$0.13

-

-

-

-

0.49%

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