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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 12/27/24

$297.29

+0.06%

$1.84 T

1.28%

$3.76

26.46%

8.72%

14.34%

12.65%

0.03%

$552.81

0.00%

$1.37 T

1.27%

$6.95

27.90%

9.65%

15.02%

13.20%

0.03%

$595.01

-1.05%

$627.77 B

1.31%

$7.86

26.42%

9.25%

14.74%

13.02%

-

Fidelity 500 Index Fund

FXAIX | Fund | Other

$207.27

-1.10%

$592.67 B

1.38%

$2.89

26.53%

9.33%

14.80%

13.05%

0.02%

$597.53

-1.08%

$577.04 B

1.41%

$8.54

26.45%

9.29%

14.78%

13.09%

0.03%

$59.53

+0.20%

$442.79 B

6.79%

$4.02

6.28%

0.99%

4.41%

5.01%

0.08%

$529.60

-0.07%

$316.62 B

0.64%

$3.34

29.53%

10.23%

20.68%

18.49%

0.20%

$71.90

+0.07%

$314.28 B

3.90%

$2.80

0.88%

-2.42%

-0.36%

1.37%

0.03%

$425.56

-0.15%

$281.73 B

0.51%

$2.14

37.07%

10.11%

19.13%

16.02%

0.04%

$48.23

+0.40%

$184.11 B

5.96%

$2.85

3.85%

1.17%

4.90%

5.35%

0.06%

$269.11

+0.02%

$174.68 B

1.64%

$4.37

16.95%

3.59%

10.30%

9.63%

0.04%

$244.98

+0.43%

$167.26 B

1.49%

$3.61

15.02%

4.38%

9.70%

9.21%

0.05%

$171.68

+0.22%

$162.66 B

2.31%

$3.92

17.50%

8.33%

10.20%

10.00%

0.04%

$18.00

-1.04%

$136.44 B

0.66%

$0.12

25.20%

8.68%

14.49%

-

0.56%

$70.79

-0.21%

$121.55 B

3.20%

$2.26

4.07%

1.25%

4.62%

5.30%

0.07%

$96.64

-0.21%

$120.58 B

3.93%

$3.80

0.84%

-2.48%

-0.45%

1.30%

0.03%

Schwab S&P 500 Index Fund

SWPPX | Fund | Other

$92.65

-0.03%

$111.14 B

1.22%

$1.11

27.91%

9.70%

15.03%

13.19%

0.02%

$44.66

-0.25%

$110.77 B

9.56%

$4.26

13.13%

0.24%

3.17%

4.13%

0.08%

Fidelity Total Market Index Fund

FSKAX | Fund | Other

$163.62

-1.12%

$107.41 B

2.00%

$3.30

25.16%

8.33%

14.07%

12.51%

0.02%

$198.27

-0.71%

$106.01 B

1.76%

$3.50

18.31%

7.01%

11.73%

11.37%

0.06%

$410.09

-1.45%

$104.00 B

0.41%

$1.70

35.48%

10.76%

19.16%

16.65%

0.19%

$62.61

-0.98%

$101.32 B

1.69%

$1.07

13.38%

5.14%

10.41%

9.57%

0.05%

$49.12

+0.06%

$100.60 B

24.77%

$12.17

2.99%

-0.65%

0.08%

1.94%

0.07%

$194.62

+0.43%

$100.44 B

1.20%

$2.31

18.29%

3.20%

10.41%

9.63%

0.06%

$115.80

-1.35%

$94.71 B

3.90%

$4.55

7.70%

1.98%

8.45%

8.90%

0.06%

Vanguard Target Retirement 2035 Fund

VTTHX | Fund | Investor

$25.04

+0.08%

$93.42 B

2.21%

$0.55

15.68%

3.34%

7.91%

7.54%

0.08%

Vanguard Target Retirement 2030 Fund

VTHRX | Fund | Investor

$39.70

+0.08%

$90.61 B

2.34%

$0.92

14.50%

2.76%

7.13%

6.95%

0.08%

Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$44.98

+0.07%

$82.64 B

2.10%

$0.94

16.94%

3.92%

8.70%

8.11%

0.08%

$635.50

-1.56%

$81.16 B

0.48%

$3.11

31.40%

11.98%

21.91%

20.74%

0.10%

$222.39

-1.46%

$80.96 B

1.24%

$2.78

10.28%

1.32%

7.42%

7.75%

0.19%

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