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Name | Underlying Fund | Ticker | Expense Ratio | Allocation | Chart |
---|---|---|---|---|---|
IFA Optimized Target Date 2065 | BlackRock LifePath® Index 2065 K | LIWKX | 0.09% |
| |
IFA Optimized Target Date 2060 | BlackRock LifePath® Index 2060 K | LIZKX | 0.09% |
| |
IFA Optimized Target Date 2055 | BlackRock LifePath® Index 2055 K | LIVKX | 0.09% |
| |
IFA Optimized Target Date 2050 | BlackRock LifePath® Index 2050 K | LIPKX | 0.09% |
| |
IFA Optimized Target Date 2045 | Fidelity Freedom® Index 2045 Instl Prem | FFOLX | 0.08% |
| |
IFA Optimized Target Date 2040 | Fidelity Freedom® Index 2040 Instl Prem | FFIZX | 0.08% |
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IFA Optimized Target Date 2035 | Schwab Target 2035 Index | SWYFX | 0.08% |
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IFA Optimized Target Date 2030 | Schwab Target 2030 Index | SWYEX | 0.08% |
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IFA Optimized Target Date 2025 | Vanguard Target Retirement 2025 Inv | VTTVX | 0.08% |
| |
IFA Optimized Target Date 2020 | Fidelity Freedom® Index 2020 Instl Prem | FIWTX | 0.08% |
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IFA Optimized Target Date 2015 | Schwab Target 2015 Index | SWYBX | 0.08% |
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IFA Optimized Target Date 2010 | BlackRock LifePath® Index Retire K | LIRKX | 0.09% |
| |
IFA Optimized Target Date Retirement Income | BlackRock LifePath® Index Retire K | LIRKX | 0.09% |
|
# | Year | Age | IFA Optimized Target Dates | Vanguard Target Retirement Inv | Blackrock LifePath Index K | Dimensional Target Dt Rtr Inc Instl | Schwab Target Index | Principal LifeTime Hybrid Instl | American Funds Trgt Date Retire R6 | T. Rowe Price Target I | Fidelity Freedom Instl Prem |
---|---|---|---|---|---|---|---|---|---|---|---|
0 | 2025 | 25 | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K | $23.0K |
1 | 2026 | 26 | $48.9K | $48.8K | $48.9K | $48.8K | $48.9K | $48.8K | $48.7K | $48.8K | $48.8K |
2 | 2027 | 27 | $77.9K | $77.6K | $77.9K | $77.7K | $78.0K | $77.8K | $77.3K | $77.8K | $77.7K |
3 | 2028 | 28 | $110K | $110K | $110K | $110K | $111K | $110K | $109K | $110K | $110K |
4 | 2029 | 29 | $147K | $146K | $147K | $146K | $147K | $146K | $145K | $146K | $146K |
5 | 2030 | 30 | $187K | $186K | $187K | $186K | $188K | $187K | $184K | $186K | $186K |
6 | 2031 | 31 | $233K | $230K | $233K | $231K | $234K | $231K | $227K | $231K | $231K |
7 | 2032 | 32 | $283K | $279K | $283K | $281K | $284K | $281K | $275K | $281K | $281K |
8 | 2033 | 33 | $339K | $333K | $339K | $336K | $340K | $337K | $329K | $336K | $336K |
9 | 2034 | 34 | $401K | $394K | $401K | $397K | $403K | $398K | $387K | $397K | $397K |
10 | 2035 | 35 | $470K | $460K | $470K | $465K | $472K | $466K | $452K | $465K | $464K |
11 | 2036 | 36 | $547K | $534K | $547K | $540K | $549K | $541K | $523K | $540K | $539K |
12 | 2037 | 37 | $632K | $615K | $632K | $623K | $633K | $624K | $601K | $622K | $621K |
13 | 2038 | 38 | $725K | $705K | $725K | $714K | $726K | $716K | $687K | $712K | $713K |
14 | 2039 | 39 | $829K | $804K | $829K | $815K | $829K | $818K | $782K | $812K | $813K |
15 | 2040 | 40 | $943K | $913K | $943K | $926K | $943K | $930K | $886K | $923K | $924K |
16 | 2041 | 41 | $1.07M | $1.03M | $1.07M | $1.05M | $1.07M | $1.05M | $999K | $1.04M | $1.05M |
17 | 2042 | 42 | $1.20M | $1.16M | $1.20M | $1.18M | $1.20M | $1.19M | $1.12M | $1.17M | $1.18M |
18 | 2043 | 43 | $1.35M | $1.31M | $1.35M | $1.32M | $1.35M | $1.34M | $1.26M | $1.32M | $1.33M |
19 | 2044 | 44 | $1.52M | $1.47M | $1.52M | $1.48M | $1.52M | $1.50M | $1.41M | $1.47M | $1.49M |
20 | 2045 | 45 | $1.70M | $1.64M | $1.70M | $1.66M | $1.70M | $1.68M | $1.57M | $1.65M | $1.67M |
21 | 2046 | 46 | $1.90M | $1.83M | $1.90M | $1.83M | $1.89M | $1.87M | $1.75M | $1.83M | $1.87M |
22 | 2047 | 47 | $2.12M | $2.03M | $2.11M | $2.02M | $2.11M | $2.08M | $1.94M | $2.02M | $2.09M |
23 | 2048 | 48 | $2.36M | $2.25M | $2.34M | $2.22M | $2.34M | $2.31M | $2.15M | $2.24M | $2.32M |
24 | 2049 | 49 | $2.63M | $2.49M | $2.59M | $2.44M | $2.59M | $2.56M | $2.39M | $2.47M | $2.59M |
25 | 2050 | 50 | $2.94M | $2.77M | $2.88M | $2.70M | $2.89M | $2.85M | $2.65M | $2.74M | $2.89M |
26 | 2051 | 51 | $3.26M | $3.06M | $3.18M | $2.96M | $3.20M | $3.15M | $2.94M | $3.02M | $3.21M |
27 | 2052 | 52 | $3.61M | $3.38M | $3.51M | $3.23M | $3.53M | $3.48M | $3.25M | $3.32M | $3.56M |
28 | 2053 | 53 | $4.00M | $3.73M | $3.87M | $3.53M | $3.90M | $3.84M | $3.58M | $3.65M | $3.94M |
29 | 2054 | 54 | $4.42M | $4.10M | $4.26M | $3.85M | $4.30M | $4.22M | $3.95M | $4.00M | $4.35M |
30 | 2055 | 55 | $4.88M | $4.51M | $4.68M | $4.20M | $4.74M | $4.65M | $4.35M | $4.39M | $4.81M |
31 | 2056 | 56 | $5.34M | $4.93M | $5.11M | $4.54M | $5.19M | $5.07M | $4.74M | $4.77M | $5.26M |
32 | 2057 | 57 | $5.84M | $5.39M | $5.57M | $4.90M | $5.67M | $5.53M | $5.16M | $5.19M | $5.75M |
33 | 2058 | 58 | $6.38M | $5.88M | $6.07M | $5.29M | $6.20M | $6.02M | $5.62M | $5.64M | $6.28M |
34 | 2059 | 59 | $6.97M | $6.42M | $6.61M | $5.71M | $6.77M | $6.56M | $6.11M | $6.12M | $6.85M |
35 | 2060 | 60 | $7.60M | $6.99M | $7.19M | $6.16M | $7.39M | $7.14M | $6.64M | $6.63M | $7.47M |
36 | 2061 | 61 | $8.23M | $7.59M | $7.76M | $6.59M | $8.01M | $7.72M | $7.17M | $7.14M | $8.09M |
37 | 2062 | 62 | $8.91M | $8.22M | $8.37M | $7.05M | $8.67M | $8.35M | $7.74M | $7.68M | $8.76M |
38 | 2063 | 63 | $9.65M | $8.91M | $9.02M | $7.53M | $9.39M | $9.02M | $8.35M | $8.25M | $9.48M |
39 | 2064 | 64 | $10.43M | $9.64M | $9.72M | $8.05M | $10.16M | $9.74M | $9.00M | $8.87M | $10.26M |
40 | 2065 | 65 | $10.51M | $9.71M | $9.75M | $7.99M | $10.23M | $9.80M | $9.03M | $8.86M | $10.34M |
41 | 2066 | 66 | $10.53M | $9.73M | $9.72M | $7.87M | $10.21M | $9.79M | $8.99M | $8.80M | $10.37M |
42 | 2067 | 67 | $10.54M | $9.74M | $9.68M | $7.76M | $10.19M | $9.79M | $8.96M | $8.73M | $10.41M |
43 | 2068 | 68 | $10.56M | $9.76M | $9.64M | $7.65M | $10.17M | $9.78M | $8.93M | $8.67M | $10.44M |
44 | 2069 | 69 | $10.57M | $9.77M | $9.61M | $7.54M | $10.15M | $9.78M | $8.90M | $8.61M | $10.47M |
45 | 2070 | 70 | $10.59M | $9.79M | $9.57M | $7.43M | $10.13M | $9.77M | $8.87M | $8.55M | $10.51M |
46 | 2071 | 71 | $10.56M | $9.72M | $9.51M | $7.32M | $10.10M | $9.73M | $8.83M | $8.46M | $10.48M |
47 | 2072 | 72 | $10.54M | $9.65M | $9.46M | $7.22M | $10.07M | $9.68M | $8.79M | $8.38M | $10.46M |
48 | 2073 | 73 | $10.51M | $9.58M | $9.40M | $7.11M | $10.04M | $9.64M | $8.75M | $8.30M | $10.43M |
49 | 2074 | 74 | $10.48M | $9.52M | $9.35M | $7.01M | $10.01M | $9.60M | $8.72M | $8.22M | $10.41M |
50 | 2075 | 75 | $10.46M | $9.45M | $9.30M | $6.91M | $9.97M | $9.55M | $8.68M | $8.13M | $10.38M |
51 | 2076 | 76 | $10.40M | $9.34M | $9.24M | $6.81M | $9.92M | $9.47M | $8.62M | $8.05M | $10.29M |
52 | 2077 | 77 | $10.35M | $9.24M | $9.19M | $6.71M | $9.87M | $9.38M | $8.55M | $7.96M | $10.19M |
53 | 2078 | 78 | $10.30M | $9.13M | $9.14M | $6.62M | $9.82M | $9.30M | $8.49M | $7.87M | $10.10M |
54 | 2079 | 79 | $10.24M | $9.03M | $9.08M | $6.52M | $9.77M | $9.21M | $8.43M | $7.79M | $10.01M |
55 | 2080 | 80 | $10.19M | $8.93M | $9.03M | $6.43M | $9.72M | $9.13M | $8.37M | $7.70M | $9.92M |
56 | 2081 | 81 | $10.13M | $8.83M | $8.98M | $6.27M | $9.64M | $9.04M | $8.30M | $7.61M | $9.77M |
57 | 2082 | 82 | $10.07M | $8.73M | $8.93M | $6.12M | $9.57M | $8.96M | $8.24M | $7.52M | $9.62M |
58 | 2083 | 83 | $10.02M | $8.63M | $8.88M | $5.97M | $9.49M | $8.88M | $8.18M | $7.43M | $9.47M |
59 | 2084 | 84 | $9.96M | $8.53M | $8.82M | $5.83M | $9.41M | $8.80M | $8.11M | $7.34M | $9.33M |
60 | 2085 | 85 | $9.90M | $8.43M | $8.77M | $5.69M | $9.34M | $8.72M | $8.05M | $7.25M | $9.18M |
61 | 2086 | 86 | $9.84M | $8.34M | $8.72M | $5.55M | $9.26M | $8.64M | $7.99M | $7.16M | $9.04M |
62 | 2087 | 87 | $9.79M | $8.25M | $8.67M | $5.42M | $9.19M | $8.56M | $7.93M | $7.07M | $8.89M |
63 | 2088 | 88 | $9.73M | $8.15M | $8.62M | $5.29M | $9.12M | $8.48M | $7.87M | $6.98M | $8.75M |
64 | 2089 | 89 | $9.67M | $8.06M | $8.57M | $5.16M | $9.04M | $8.40M | $7.81M | $6.89M | $8.61M |
65 | 2090 | 90 | $9.62M | $7.97M | $8.52M | $5.03M | $8.97M | $8.33M | $7.74M | $6.80M | $8.47M |
66 | 2091 | 91 | $9.56M | $7.88M | $8.47M | $4.91M | $8.90M | $8.25M | $7.68M | $6.72M | $8.30M |
67 | 2092 | 92 | $9.51M | $7.79M | $8.43M | $4.79M | $8.83M | $8.18M | $7.63M | $6.63M | $8.14M |
68 | 2093 | 93 | $9.45M | $7.70M | $8.38M | $4.68M | $8.76M | $8.10M | $7.57M | $6.55M | $7.98M |
69 | 2094 | 94 | $9.40M | $7.62M | $8.33M | $4.57M | $8.69M | $8.03M | $7.51M | $6.47M | $7.82M |
Indicates a year in retirement.
* Values marked as 'N/A' indicate that there is insufficient data available to provide a valid result.
Group | Category/Name | Equity % | Fixed Income % | Cash % | Other % | Assumed Weighted Return % | Expense Ratio |
---|---|---|---|---|---|---|---|
IFA Optimized Target Date 2065 | 2065 | 95.60644% | 1.04355% | 3.29218% | 0.05782% | 9.509% | 0.09% |
IFA Optimized Target Date 2060 | 2060 | 95.51143% | 1.03515% | 3.39573% | 0.05769% | 9.499% | 0.09% |
IFA Optimized Target Date 2055 | 2055 | 95.10844% | 1.51499% | 3.3191% | 0.05748% | 9.476% | 0.09% |
IFA Optimized Target Date 2050 | 2050 | 91.65627% | 5.17922% | 3.10953% | 0.05497% | 9.259% | 0.09% |
IFA Optimized Target Date 2045 | 2045 | 89.6104% | 10.21103% | 0.11376% | 0.06483% | 9.241% | 0.08% |
IFA Optimized Target Date 2040 | 2040 | 82.12076% | 17.66718% | 0.15242% | 0.05965% | 8.753% | 0.08% |
IFA Optimized Target Date 2035 | 2035 | 69.48196% | 28.53319% | 1.94338% | 0.04147% | 7.868% | 0.08% |
IFA Optimized Target Date 2030 | 2030 | 58.83264% | 38.94686% | 2.18601% | 0.03449% | 7.168% | 0.08% |
IFA Optimized Target Date 2025 | 2025 | 48.79169% | 49.60235% | 1.53394% | 0.07175% | 6.538% | 0.08% |
IFA Optimized Target Date 2020 | 2020 | 43.02085% | 54.17481% | 2.77213% | 0.03221% | 6.119% | 0.08% |
IFA Optimized Target Date 2015 | 2015 | 39.04304% | 57.46627% | 3.46946% | 0.02122% | 5.836% | 0.08% |
IFA Optimized Target Date 2010 | 2010 | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
IFA Optimized Target Retirement Income | Retirement Income | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
Vanguard Target Retirement 2065 Inv | 2065 | 88.04458% | 10.09829% | 1.78495% | 0.07212% | 9.08% | 0.08% |
Vanguard Target Retirement 2060 Inv | 2060 | 88.02721% | 10.07981% | 1.82086% | 0.07205% | 9.078% | 0.08% |
Vanguard Target Retirement 2055 Inv | 2055 | 88.13756% | 10.12971% | 1.66063% | 0.07204% | 9.091% | 0.08% |
Vanguard Target Retirement 2050 Inv | 2050 | 88.14472% | 10.06846% | 1.7147% | 0.07206% | 9.089% | 0.08% |
Vanguard Target Retirement 2045 Inv | 2045 | 81.2257% | 17.04145% | 1.66038% | 0.07236% | 8.642% | 0.08% |
Vanguard Target Retirement 2040 Inv | 2040 | 73.44301% | 25.02874% | 1.45506% | 0.07302% | 8.143% | 0.08% |
Vanguard Target Retirement 2035 Inv | 2035 | 66.04372% | 32.44982% | 1.43221% | 0.07404% | 7.663% | 0.08% |
Vanguard Target Retirement 2030 Inv | 2030 | 58.66542% | 39.89374% | 1.36582% | 0.07478% | 7.185% | 0.08% |
Vanguard Target Retirement 2025 Inv | 2025 | 48.79169% | 49.60235% | 1.53394% | 0.07175% | 6.538% | 0.08% |
Vanguard Target Retirement 2020 Inv | 2020 | 35.01004% | 63.33338% | 1.58888% | 0.06739% | 5.64% | 0.08% |
Vanguard Target Retirement Income Inv | Retirement Income | 28.01428% | 70.23056% | 1.68942% | 0.06539% | 5.182% | 0.08% |
BlackRock LifePath® Index 2065 K | 2065 | 95.60644% | 1.04355% | 3.29218% | 0.05782% | 9.509% | 0.09% |
BlackRock LifePath® Index 2060 K | 2060 | 95.51143% | 1.03515% | 3.39573% | 0.05769% | 9.499% | 0.09% |
BlackRock LifePath® Index 2055 K | 2055 | 95.10844% | 1.51499% | 3.3191% | 0.05748% | 9.476% | 0.09% |
BlackRock LifePath® Index 2050 K | 2050 | 91.65627% | 5.17922% | 3.10953% | 0.05497% | 9.259% | 0.09% |
BlackRock LifePath® Index 2045 K | 2045 | 84.4617% | 12.9063% | 2.574% | 0.05801% | 8.81% | 0.09% |
BlackRock LifePath® Index 2040 K | 2040 | 74.5354% | 23.47403% | 1.9422% | 0.04839% | 8.187% | 0.09% |
BlackRock LifePath® Index 2035 K | 2035 | 63.65805% | 34.73302% | 1.55775% | 0.05118% | 7.493% | 0.09% |
BlackRock LifePath® Index 2030 K | 2030 | 51.40487% | 46.52578% | 1.33296% | 0.73638% | 6.705% | 0.09% |
BlackRock LifePath® Index 2025 K | 2025 | 39.60% | 60.20% | 0.20% | 0.00% | 5.977% | 0.09% |
BlackRock LifePath® Index Retire K | Retirement Income | 36.97742% | 59.65424% | 1.25794% | 2.11038% | 5.77% | 0.09% |
Dimensional 2065 Target Dt Rtr Inc Instl | 2065 | 94.20148% | 1.94439% | 3.84354% | 0.01058% | 9.269% | 0.22% |
Dimensional 2060 Target Dt Rtr Inc Instl | 2060 | 94.24832% | 1.92714% | 3.81398% | 0.01055% | 9.273% | 0.22% |
Dimensional 2055 Target Dt Rtr Inc Instl | 2055 | 94.06015% | 1.94434% | 3.98493% | 0.01058% | 9.254% | 0.22% |
Dimensional 2050 Target Dt Rtr Inc Instl | 2050 | 91.01119% | 3.11645% | 5.85947% | 0.01287% | 8.991% | 0.22% |
Dimensional 2045 Target Dt Rtr Inc Instl | 2045 | 77.78389% | 8.59963% | 13.59404% | 0.02243% | 7.86% | 0.22% |
Dimensional 2040 Target Dt Rtr Inc Instl | 2040 | 63.55991% | 26.19673% | 10.22627% | 0.01708% | 7.053% | 0.22% |
Dimensional 2035 Target Dt Rtr Inc Instl | 2035 | 49.9836% | 43.1122% | 6.89247% | 0.01172% | 6.308% | 0.2% |
Dimensional 2030 Target Dt Rtr Inc Instl | 2030 | 36.62455% | 59.59652% | 3.77229% | 0.00663% | 5.569% | 0.18% |
Dimensional 2025 Target Dt Rtr Inc Instl | 2025 | 24.00553% | 75.25624% | 0.73658% | 0.00163% | 4.855% | 0.18% |
Dimensional 2020 Target Dt Rtr Inc Instl | 2020 | 24.06942% | 75.13155% | 0.79737% | 0.00164% | 4.847% | 0.19% |
Dimensional 2015 Target Dt Rtr Inc Instl | 2015 | 24.02778% | 75.19211% | 0.77845% | 0.00164% | 4.865% | 0.17% |
Dimensional Retirement Income Instl | Retirement Income | 19.51281% | 58.64686% | 21.83901% | 0.00132% | 3.814% | 0.19% |
Schwab Target 2065 Index | 2065 | 96.5567% | 2.50642% | 0.8757% | 0.06119% | 9.666% | 0.08% |
Schwab Target 2060 Index | 2060 | 94.61845% | 4.4582% | 0.8637% | 0.05964% | 9.54% | 0.08% |
Schwab Target 2055 Index | 2055 | 92.58272% | 6.37031% | 0.98894% | 0.05803% | 9.403% | 0.08% |
Schwab Target 2050 Index | 2050 | 89.75485% | 9.08731% | 1.10203% | 0.05581% | 9.215% | 0.08% |
Schwab Target 2045 Index | 2045 | 84.77458% | 13.98785% | 1.18558% | 0.052% | 8.889% | 0.08% |
Schwab Target 2040 Index | 2040 | 77.73578% | 20.61706% | 1.60007% | 0.04709% | 8.417% | 0.08% |
Schwab Target 2035 Index | 2035 | 69.48196% | 28.53319% | 1.94338% | 0.04147% | 7.868% | 0.08% |
Schwab Target 2030 Index | 2030 | 58.83264% | 38.94686% | 2.18601% | 0.03449% | 7.168% | 0.08% |
Schwab Target 2025 Index | 2025 | 44.02546% | 53.07454% | 2.87502% | 0.02497% | 6.181% | 0.08% |
Schwab Target 2020 Index | 2020 | 42.02105% | 54.84005% | 3.11565% | 0.02324% | 6.042% | 0.08% |
Schwab Target 2015 Index | 2015 | 39.04304% | 57.46627% | 3.46946% | 0.02122% | 5.836% | 0.08% |
Schwab Target 2010 Index | 2010 | 34.64131% | 61.36455% | 3.97545% | 0.01868% | 5.533% | 0.08% |
Principal LifeTime Hybrid 2065 Instl | 2065 | 95.75869% | 3.95655% | -0.10157% | 0.38633% | 9.308% | 0.42% |
Principal LifeTime Hybrid 2060 Instl | 2060 | 95.79309% | 3.91779% | -0.09561% | 0.38473% | 9.31% | 0.42% |
Principal LifeTime Hybrid 2055 Instl | 2055 | 95.79343% | 3.91613% | -0.09199% | 0.38242% | 9.31% | 0.42% |
Principal LifeTime Hybrid 2050 Instl | 2050 | 95.06592% | 4.63561% | -0.08651% | 0.38497% | 9.262% | 0.42% |
Principal LifeTime Hybrid 2045 Instl | 2045 | 87.90031% | 11.77033% | -0.0378% | 0.36712% | 8.805% | 0.41% |
Principal LifeTime Hybrid 2040 Instl | 2040 | 79.28323% | 20.35928% | 0.01221% | 0.34521% | 8.253% | 0.4% |
Principal LifeTime Hybrid 2035 Instl | 2035 | 67.22539% | 32.37726% | 0.09321% | 0.30402% | 7.486% | 0.38% |
Principal LifeTime Hybrid 2030 Instl | 2030 | 58.76656% | 40.60388% | 0.33515% | 0.29429% | 6.948% | 0.36% |
Principal LifeTime Hybrid 2025 Instl | 2025 | 49.50307% | 49.75702% | 0.47514% | 0.26464% | 6.331% | 0.37% |
Principal LifeTime Hybrid 2020 Instl | 2020 | 43.0158% | 56.14961% | 0.58848% | 0.24598% | 5.905% | 0.37% |
Principal LifeTime Hybrid 2015 Instl | 2015 | 35.48647% | 63.58983% | 0.69511% | 0.22847% | 5.412% | 0.37% |
Principal LifeTime Hybrid Income Instl | Retirement Income | 35.49088% | 63.57903% | 0.69986% | 0.23011% | 5.412% | 0.37% |
American Funds 2065 Trgt Date Retire R6 | 2065 | 87.92748% | 8.27978% | 3.22655% | 0.5662% | 8.712% | 0.39% |
American Funds 2060 Trgt Date Retire R6 | 2060 | 87.89339% | 8.31321% | 3.22848% | 0.56492% | 8.71% | 0.39% |
American Funds 2055 Trgt Date Retire R6 | 2055 | 87.82008% | 8.36804% | 3.25924% | 0.55266% | 8.704% | 0.39% |
American Funds 2050 Trgt Date Retire R6 | 2050 | 86.5865% | 9.40043% | 3.385% | 0.62809% | 8.64% | 0.37% |
American Funds 2045 Trgt Date Retire R6 | 2045 | 85.22064% | 10.62305% | 3.46584% | 0.69048% | 8.548% | 0.37% |
American Funds 2040 Trgt Date Retire R6 | 2040 | 79.95894% | 15.78595% | 3.44505% | 0.81006% | 8.217% | 0.36% |
American Funds 2035 Trgt Date Retire R6 | 2035 | 65.30898% | 29.97238% | 3.83969% | 0.87895% | 7.271% | 0.34% |
American Funds 2030 Trgt Date Retire R6 | 2030 | 55.92357% | 39.01324% | 4.17832% | 0.88486% | 6.659% | 0.33% |
American Funds 2025 Trgt Date Retire R6 | 2025 | 45.819% | 48.60715% | 4.64862% | 0.92522% | 6.006% | 0.31% |
American Funds 2020 Trgt Date Retire R6 | 2020 | 44.49724% | 49.78664% | 4.7672% | 0.94892% | 5.925% | 0.3% |
American Funds 2015 Trgt Date Retire R6 | 2015 | 39.92288% | 53.98578% | 5.16526% | 0.92608% | 5.614% | 0.3% |
American Funds 2010 Trgt Date Retire R6 | 2010 | 39.05533% | 54.67794% | 5.35617% | 0.91056% | 5.561% | 0.29% |
T. Rowe Price Target 2065 I | 2065 | 96.91265% | 0.84281% | 1.66504% | 0.57947% | 9.281% | 0.46% |
T. Rowe Price Target 2060 I | 2060 | 96.96053% | 0.83064% | 1.62826% | 0.58058% | 9.285% | 0.46% |
T. Rowe Price Target 2055 I | 2055 | 95.13147% | 1.85527% | 2.43199% | 0.58127% | 9.148% | 0.45% |
T. Rowe Price Target 2050 I | 2050 | 91.26202% | 5.27247% | 2.88613% | 0.57938% | 8.891% | 0.44% |
T. Rowe Price Target 2045 I | 2045 | 83.6146% | 12.29487% | 3.51647% | 0.57406% | 8.382% | 0.43% |
T. Rowe Price Target 2040 I | 2040 | 73.70284% | 21.74772% | 3.98536% | 0.56411% | 7.741% | 0.41% |
T. Rowe Price Target 2035 I | 2035 | 62.89265% | 32.08975% | 4.4623% | 0.55528% | 7.042% | 0.39% |
T. Rowe Price Target 2030 I | 2030 | 51.51012% | 42.36878% | 5.57173% | 0.54939% | 6.283% | 0.37% |
T. Rowe Price Target 2025 I | 2025 | 41.53359% | 51.50724% | 6.42094% | 0.53823% | 5.625% | 0.35% |
T. Rowe Price Target 2020 I | 2020 | 36.86686% | 55.9151% | 6.66575% | 0.55229% | 5.333% | 0.33% |
T. Rowe Price Target 2015 I | 2015 | 34.81687% | 58.11872% | 6.50498% | 0.55943% | 5.225% | 0.31% |
T. Rowe Price Target 2010 I | 2010 | 32.91789% | 59.8722% | 6.64054% | 0.56935% | 5.107% | 0.3% |
T. Rowe Price Target 2005 I | 2005 | 31.88395% | 60.93652% | 6.60547% | 0.57404% | 5.041% | 0.3% |
Fidelity Freedom® Index 2065 Instl Prm | 2065 | 89.61003% | 10.21158% | 0.11358% | 0.06482% | 9.231% | 0.09% |
Fidelity Freedom® Index 2060 Instl Prem | 2060 | 89.61027% | 10.21137% | 0.11355% | 0.06482% | 9.241% | 0.08% |
Fidelity Freedom® Index 2055 Instl Prem | 2055 | 89.61032% | 10.21121% | 0.11365% | 0.06482% | 9.241% | 0.08% |
Fidelity Freedom® Index 2050 Instl Prem | 2050 | 89.61034% | 10.21113% | 0.11372% | 0.06483% | 9.241% | 0.08% |
Fidelity Freedom® Index 2045 Instl Prem | 2045 | 89.6104% | 10.21103% | 0.11376% | 0.06483% | 9.241% | 0.08% |
Fidelity Freedom® Index 2040 Instl Prem | 2040 | 82.12076% | 17.66718% | 0.15242% | 0.05965% | 8.753% | 0.08% |
Fidelity Freedom® Index 2035 Instl Prem | 2035 | 67.36512% | 32.36121% | 0.2243% | 0.04937% | 7.791% | 0.08% |
Fidelity Freedom® Index 2030 Instl Prem | 2030 | 57.7647% | 41.93062% | 0.26207% | 0.04262% | 7.166% | 0.08% |
Fidelity Freedom® Index 2025 Instl Prem | 2025 | 51.1794% | 48.49738% | 0.28525% | 0.03797% | 6.737% | 0.08% |
Fidelity Freedom® Index 2020 Instl Prem | 2020 | 43.02085% | 54.17481% | 2.77213% | 0.03221% | 6.119% | 0.08% |
Fidelity Freedom® Index 2015 Instl Prem | 2015 | 33.9485% | 60.42408% | 5.60164% | 0.02578% | 5.431% | 0.08% |
Fidelity Freedom® Index 2010 Instl Prem | 2010 | 24.91605% | 66.65762% | 8.40693% | 0.01939% | 4.745% | 0.08% |
Fidelity Freedom® Index 2005 Instl Prem | 2005 | 19.39% | 80.61% | 0.00% | 0.00% | 4.68% | 0.08% |
Fidelity Freedom® Index Inc Instl Prem | Retirement Income | 18.62645% | 71.14206% | 10.21655% | 0.01493% | 4.273% | 0.08% |
To determine your anticipated retirement year, refer to the table below:
Name | Years to Retirement | Birth Year | Current Age | Retirement Year at Age 65 |
---|---|---|---|---|
IFA Optimized Target Date 2065 | About 40 More Years | ≥ 1998 | ≤ 27 | ≥ 2063 |
IFA Optimized Target Date 2060 | About 35 More Years | 1993 to 1997 | 28 to 32 | 2058 to 2062 |
IFA Optimized Target Date 2055 | About 30 More Years | 1988 to 1992 | 33 to 37 | 2053 to 2057 |
IFA Optimized Target Date 2050 | About 25 More Years | 1983 to 1987 | 38 to 42 | 2048 to 2052 |
IFA Optimized Target Date 2045 | About 20 More Years | 1978 to 1982 | 43 to 47 | 2043 to 2047 |
IFA Optimized Target Date 2040 | About 15 More Years | 1973 to 1977 | 48 to 52 | 2038 to 2042 |
IFA Optimized Target Date 2035 | About 10 More Years | 1968 to 1972 | 53 to 57 | 2033 to 2037 |
IFA Optimized Target Date 2030 | About 5 More Years | 1963 to 1967 | 58 to 62 | 2028 to 2032 |
IFA Optimized Target Date 2025 | In Retirement | 1958 to 1962 | 63 to 67 | 2023 to 2027 |
IFA Optimized Target Date 2020 | In Retirement | 1953 to 1957 | 68 to 72 | 2018 to 2022 |
IFA Optimized Target Date 2015 | In Retirement | 1948 to 1952 | 73 to 77 | 2013 to 2017 |
IFA Optimized Target Date 2010 | In Retirement | 1943 to 1947 | 78 to 82 | 2008 to 2012 |
IFA Optimized Target Date Retirement | In Retirement | ≤ 1942 | ≥ 83 | ≤ 2007 |