Target Date 2031-2035
Category |
Growth of 10k
02-04-10
Morningstar Moderate Target Risk
Target Date 2031-2035
| Top Decile Averge Return | -- | -- | -- | -- | 11.95 | 8.59 | 17.34 | 10.51 | -32.53 | 36.73 | |
| Bottom Decile Average Return | -- | -- | -- | -- | 8.78 | 5.73 | 12.55 | 2.11 | -41.41 | 21.66 | |
| Total Return % | -- | -- | -- | -- | 9.94 | 7.35 | 14.55 | 7.02 | -37.04 | 30.06 | |
| +/-Morningstar Moderate Target Risk | -- | -- | -- | -- | -1.54 | 0.31 | 1.60 | -1.61 | -14.85 | 7.56 | |
| +/-Morningstar Lifetime Moderate 2035 | -- | -- | -- | -- | -6.93 | -3.32 | -3.73 | -2.77 | -1.72 | -2.34 | |
| Expense Ratio % | -- | -- | -- | -- | -- | -- | -- | -- | 0.05 | 0.95 | |
| Income Ratio % | -- | -- | -- | -- | -- | 1.44 | 1.18 | 1.67 | 1.50 | 1.62 | |
| Turnover Ratio % | -- | -- | -- | -- | -- | 5 | 13 | 25 | 24 | 34 | |
| Net Assets $bil | -- | -- | -- | -- | 0.00 | 0.04 | 0.09 | 0.12 | 0.15 | 0.10 |
Category Leaders
Largest Buys
| Value $mil | ||
|---|---|---|
| Merck & Co., Inc. | 10.3 | |
| Ford Motor Company | 4.0 | |
| Vale S.A. ADR | 2.0 | |
| Microsoft Corporation | 1.9 | |
| Steel Dynamics, Inc. | 1.8 | |
Largest Holdings
| % Net Assets | ||
|---|---|---|
| J.P. Morgan Chase & Co. | 0.02 | |
| Google, Inc. | 0.02 | |
| Apple, Inc. | 0.02 | |
| Goldman Sachs Group, Inc. | 0.02 | |
| ExxonMobil Corporation | 0.01 | |
Largest Sells
| Value $mil | ||
|---|---|---|
| Rio Tinto PLC ADR | -2.5 | |
| Apache Corporation | -2.5 | |
| Walt Disney Company | -2.3 | |
| Eli Lilly & Company | -1.9 | |
| Lincoln National Corp. | -1.9 | |