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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% |
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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% |
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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 | $77.7K | $77.9K | $77.8K | $78.0K | $77.8K | $77.3K | $77.7K | $77.7K |
3 | 2028 | 28 | $110K | $110K | $110K | $110K | $111K | $110K | $109K | $110K | $110K |
4 | 2029 | 29 | $147K | $146K | $147K | $146K | $147K | $146K | $144K | $146K | $146K |
5 | 2030 | 30 | $187K | $186K | $187K | $186K | $188K | $187K | $183K | $186K | $186K |
6 | 2031 | 31 | $232K | $231K | $232K | $231K | $234K | $232K | $227K | $231K | $231K |
7 | 2032 | 32 | $282K | $280K | $282K | $281K | $284K | $282K | $275K | $281K | $281K |
8 | 2033 | 33 | $338K | $335K | $338K | $336K | $341K | $337K | $327K | $336K | $336K |
9 | 2034 | 34 | $400K | $396K | $400K | $398K | $403K | $398K | $386K | $397K | $397K |
10 | 2035 | 35 | $469K | $464K | $469K | $465K | $472K | $467K | $450K | $464K | $465K |
11 | 2036 | 36 | $545K | $538K | $545K | $540K | $549K | $542K | $520K | $538K | $540K |
12 | 2037 | 37 | $629K | $621K | $629K | $623K | $633K | $625K | $598K | $620K | $623K |
13 | 2038 | 38 | $721K | $712K | $721K | $715K | $727K | $718K | $683K | $710K | $714K |
14 | 2039 | 39 | $824K | $812K | $824K | $816K | $830K | $820K | $777K | $809K | $815K |
15 | 2040 | 40 | $937K | $923K | $937K | $928K | $944K | $932K | $879K | $919K | $927K |
16 | 2041 | 41 | $1.06M | $1.04M | $1.06M | $1.05M | $1.07M | $1.06M | $992K | $1.04M | $1.05M |
17 | 2042 | 42 | $1.19M | $1.18M | $1.19M | $1.18M | $1.20M | $1.19M | $1.11M | $1.17M | $1.18M |
18 | 2043 | 43 | $1.34M | $1.33M | $1.34M | $1.32M | $1.35M | $1.34M | $1.25M | $1.31M | $1.33M |
19 | 2044 | 44 | $1.50M | $1.49M | $1.50M | $1.48M | $1.52M | $1.50M | $1.40M | $1.46M | $1.50M |
20 | 2045 | 45 | $1.68M | $1.67M | $1.68M | $1.66M | $1.70M | $1.69M | $1.56M | $1.63M | $1.68M |
21 | 2046 | 46 | $1.88M | $1.86M | $1.87M | $1.83M | $1.89M | $1.88M | $1.73M | $1.81M | $1.88M |
22 | 2047 | 47 | $2.10M | $2.06M | $2.07M | $2.02M | $2.11M | $2.09M | $1.92M | $2.00M | $2.09M |
23 | 2048 | 48 | $2.34M | $2.29M | $2.29M | $2.22M | $2.34M | $2.31M | $2.13M | $2.22M | $2.33M |
24 | 2049 | 49 | $2.60M | $2.53M | $2.53M | $2.45M | $2.59M | $2.57M | $2.36M | $2.45M | $2.60M |
25 | 2050 | 50 | $2.91M | $2.82M | $2.81M | $2.70M | $2.89M | $2.85M | $2.62M | $2.71M | $2.90M |
26 | 2051 | 51 | $3.22M | $3.12M | $3.10M | $2.96M | $3.20M | $3.16M | $2.90M | $2.98M | $3.22M |
27 | 2052 | 52 | $3.57M | $3.44M | $3.41M | $3.24M | $3.54M | $3.48M | $3.21M | $3.28M | $3.57M |
28 | 2053 | 53 | $3.96M | $3.79M | $3.75M | $3.54M | $3.90M | $3.84M | $3.54M | $3.60M | $3.95M |
29 | 2054 | 54 | $4.37M | $4.18M | $4.12M | $3.87M | $4.30M | $4.23M | $3.90M | $3.95M | $4.37M |
30 | 2055 | 55 | $4.83M | $4.60M | $4.53M | $4.22M | $4.74M | $4.65M | $4.29M | $4.32M | $4.82M |
31 | 2056 | 56 | $5.28M | $5.03M | $4.93M | $4.57M | $5.19M | $5.08M | $4.68M | $4.70M | $5.27M |
32 | 2057 | 57 | $5.78M | $5.50M | $5.37M | $4.94M | $5.68M | $5.54M | $5.09M | $5.10M | $5.76M |
33 | 2058 | 58 | $6.31M | $6.00M | $5.84M | $5.33M | $6.20M | $6.03M | $5.54M | $5.53M | $6.29M |
34 | 2059 | 59 | $6.89M | $6.55M | $6.35M | $5.76M | $6.78M | $6.57M | $6.03M | $6.00M | $6.86M |
35 | 2060 | 60 | $7.52M | $7.14M | $6.90M | $6.21M | $7.40M | $7.15M | $6.55M | $6.50M | $7.47M |
36 | 2061 | 61 | $8.15M | $7.75M | $7.44M | $6.65M | $8.01M | $7.75M | $7.07M | $6.99M | $8.10M |
37 | 2062 | 62 | $8.82M | $8.40M | $8.02M | $7.11M | $8.68M | $8.40M | $7.64M | $7.51M | $8.77M |
38 | 2063 | 63 | $9.55M | $9.10M | $8.63M | $7.61M | $9.39M | $9.09M | $8.24M | $8.07M | $9.49M |
39 | 2064 | 64 | $10.33M | $9.85M | $9.30M | $8.13M | $10.16M | $9.84M | $8.88M | $8.66M | $10.27M |
40 | 2065 | 65 | $10.40M | $9.93M | $9.31M | $8.07M | $10.23M | $9.92M | $8.90M | $8.65M | $10.35M |
41 | 2066 | 66 | $10.42M | $9.94M | $9.27M | $7.96M | $10.21M | $9.94M | $8.87M | $8.58M | $10.39M |
42 | 2067 | 67 | $10.44M | $9.96M | $9.24M | $7.85M | $10.19M | $9.96M | $8.83M | $8.51M | $10.42M |
43 | 2068 | 68 | $10.45M | $9.98M | $9.20M | $7.74M | $10.17M | $9.99M | $8.80M | $8.45M | $10.46M |
44 | 2069 | 69 | $10.47M | $9.99M | $9.17M | $7.64M | $10.15M | $10.01M | $8.77M | $8.38M | $10.50M |
45 | 2070 | 70 | $10.49M | $10.01M | $9.13M | $7.53M | $10.13M | $10.03M | $8.74M | $8.32M | $10.53M |
46 | 2071 | 71 | $10.46M | $9.94M | $9.08M | $7.43M | $10.10M | $10.01M | $8.69M | $8.23M | $10.51M |
47 | 2072 | 72 | $10.44M | $9.87M | $9.02M | $7.33M | $10.07M | $10.00M | $8.65M | $8.15M | $10.48M |
48 | 2073 | 73 | $10.41M | $9.80M | $8.97M | $7.23M | $10.03M | $9.98M | $8.61M | $8.07M | $10.45M |
49 | 2074 | 74 | $10.38M | $9.73M | $8.92M | $7.13M | $10.00M | $9.97M | $8.57M | $7.98M | $10.42M |
50 | 2075 | 75 | $10.35M | $9.66M | $8.86M | $7.03M | $9.97M | $9.95M | $8.53M | $7.90M | $10.40M |
51 | 2076 | 76 | $10.30M | $9.56M | $8.81M | $6.93M | $9.92M | $9.90M | $8.46M | $7.81M | $10.30M |
52 | 2077 | 77 | $10.25M | $9.46M | $8.76M | $6.83M | $9.87M | $9.84M | $8.40M | $7.72M | $10.21M |
53 | 2078 | 78 | $10.19M | $9.37M | $8.71M | $6.74M | $9.81M | $9.79M | $8.33M | $7.64M | $10.12M |
54 | 2079 | 79 | $10.14M | $9.27M | $8.65M | $6.64M | $9.76M | $9.74M | $8.27M | $7.55M | $10.03M |
55 | 2080 | 80 | $10.09M | $9.17M | $8.60M | $6.55M | $9.71M | $9.69M | $8.20M | $7.47M | $9.94M |
56 | 2081 | 81 | $10.03M | $9.08M | $8.55M | $6.39M | $9.63M | $9.63M | $8.13M | $7.37M | $9.78M |
57 | 2082 | 82 | $9.97M | $8.99M | $8.50M | $6.23M | $9.56M | $9.58M | $8.06M | $7.28M | $9.63M |
58 | 2083 | 83 | $9.91M | $8.89M | $8.45M | $6.08M | $9.48M | $9.53M | $7.99M | $7.19M | $9.48M |
59 | 2084 | 84 | $9.85M | $8.80M | $8.40M | $5.93M | $9.40M | $9.48M | $7.93M | $7.10M | $9.33M |
60 | 2085 | 85 | $9.79M | $8.71M | $8.35M | $5.79M | $9.33M | $9.43M | $7.86M | $7.02M | $9.19M |
61 | 2086 | 86 | $9.73M | $8.62M | $8.30M | $5.65M | $9.25M | $9.38M | $7.79M | $6.92M | $9.04M |
62 | 2087 | 87 | $9.68M | $8.53M | $8.25M | $5.51M | $9.17M | $9.33M | $7.72M | $6.83M | $8.90M |
63 | 2088 | 88 | $9.62M | $8.44M | $8.20M | $5.38M | $9.10M | $9.28M | $7.66M | $6.75M | $8.75M |
64 | 2089 | 89 | $9.56M | $8.36M | $8.15M | $5.25M | $9.03M | $9.23M | $7.59M | $6.66M | $8.61M |
65 | 2090 | 90 | $9.50M | $8.27M | $8.10M | $5.12M | $8.95M | $9.18M | $7.53M | $6.57M | $8.48M |
66 | 2091 | 91 | $9.45M | $8.19M | $8.06M | $4.99M | $8.88M | $9.13M | $7.46M | $6.48M | $8.31M |
67 | 2092 | 92 | $9.39M | $8.10M | $8.01M | $4.87M | $8.81M | $9.09M | $7.40M | $6.40M | $8.15M |
68 | 2093 | 93 | $9.33M | $8.02M | $7.96M | $4.75M | $8.74M | $9.04M | $7.33M | $6.32M | $7.99M |
69 | 2094 | 94 | $9.28M | $7.94M | $7.91M | $4.64M | $8.67M | $8.99M | $7.27M | $6.23M | $7.84M |
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 | 94.47611% | 0.99305% | 3.46407% | 1.06678% | 9.43% | 0.09% |
IFA Optimized Target Date 2060 | 2060 | 94.57345% | 0.99908% | 3.38157% | 1.04592% | 9.439% | 0.09% |
IFA Optimized Target Date 2055 | 2055 | 93.72602% | 1.60807% | 3.33008% | 1.33583% | 9.386% | 0.09% |
IFA Optimized Target Date 2050 | 2050 | 88.77114% | 5.65734% | 3.01038% | 2.56114% | 9.075% | 0.09% |
IFA Optimized Target Date 2045 | 2045 | 90.09641% | 9.72219% | 0.11201% | 0.06938% | 9.272% | 0.08% |
IFA Optimized Target Date 2040 | 2040 | 81.66465% | 18.00971% | 0.26253% | 0.0631% | 8.719% | 0.08% |
IFA Optimized Target Date 2035 | 2035 | 69.49373% | 28.64848% | 1.81444% | 0.04335% | 7.874% | 0.08% |
IFA Optimized Target Date 2030 | 2030 | 58.66741% | 38.97251% | 2.32422% | 0.03587% | 7.152% | 0.08% |
IFA Optimized Target Date 2025 | 2025 | 50.23022% | 46.17356% | 3.5528% | 0.04315% | 6.561% | 0.08% |
IFA Optimized Target Date 2020 | 2020 | 43.13184% | 53.5609% | 3.27306% | 0.03418% | 6.109% | 0.08% |
IFA Optimized Target Date 2015 | 2015 | 38.95232% | 57.55951% | 3.46611% | 0.02206% | 5.831% | 0.08% |
IFA Optimized Target Date 2010 | 2010 | 36.60783% | 59.47137% | 1.15288% | 2.76792% | 5.749% | 0.09% |
IFA Optimized Target Retirement Income | Retirement Income | 36.60783% | 59.47137% | 1.15288% | 2.76792% | 5.749% | 0.09% |
Vanguard Target Retirement 2065 Inv | 2065 | 90.26144% | 7.78061% | 1.89364% | 0.06424% | 9.221% | 0.08% |
Vanguard Target Retirement 2060 Inv | 2060 | 90.20789% | 7.7783% | 1.94954% | 0.06423% | 9.215% | 0.08% |
Vanguard Target Retirement 2055 Inv | 2055 | 90.21973% | 7.77167% | 1.94431% | 0.06424% | 9.216% | 0.08% |
Vanguard Target Retirement 2050 Inv | 2050 | 90.2055% | 7.77026% | 1.95987% | 0.06433% | 9.215% | 0.08% |
Vanguard Target Retirement 2045 Inv | 2045 | 82.82843% | 14.86699% | 2.24421% | 0.06026% | 8.725% | 0.08% |
Vanguard Target Retirement 2040 Inv | 2040 | 75.47601% | 21.96119% | 2.50619% | 0.05646% | 8.238% | 0.08% |
Vanguard Target Retirement 2035 Inv | 2035 | 67.7926% | 29.34553% | 2.80899% | 0.05268% | 7.728% | 0.08% |
Vanguard Target Retirement 2030 Inv | 2030 | 60.23846% | 36.5367% | 3.17423% | 0.05034% | 7.224% | 0.08% |
Vanguard Target Retirement 2025 Inv | 2025 | 50.23022% | 46.17356% | 3.5528% | 0.04315% | 6.561% | 0.08% |
Vanguard Target Retirement 2020 Inv | 2020 | 36.1332% | 59.79045% | 4.04086% | 0.03517% | 5.627% | 0.08% |
Vanguard Target Retirement Income Inv | Retirement Income | 30.99928% | 64.74615% | 4.22216% | 0.03207% | 5.287% | 0.08% |
BlackRock LifePath® Index 2065 K | 2065 | 94.47611% | 0.99305% | 3.46407% | 1.06678% | 9.43% | 0.09% |
BlackRock LifePath® Index 2060 K | 2060 | 94.57345% | 0.99908% | 3.38157% | 1.04592% | 9.439% | 0.09% |
BlackRock LifePath® Index 2055 K | 2055 | 93.72602% | 1.60807% | 3.33008% | 1.33583% | 9.386% | 0.09% |
BlackRock LifePath® Index 2050 K | 2050 | 88.77114% | 5.65734% | 3.01038% | 2.56114% | 9.075% | 0.09% |
BlackRock LifePath® Index 2045 K | 2045 | 79.60956% | 13.74084% | 2.41697% | 4.23264% | 8.5% | 0.09% |
BlackRock LifePath® Index 2040 K | 2040 | 70.64893% | 24.10649% | 1.80115% | 3.44343% | 7.939% | 0.09% |
BlackRock LifePath® Index 2035 K | 2035 | 60.42394% | 35.53583% | 1.32068% | 2.71954% | 7.291% | 0.09% |
BlackRock LifePath® Index 2030 K | 2030 | 48.74882% | 47.14193% | 1.20807% | 2.90118% | 6.536% | 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 | 36.60783% | 59.47137% | 1.15288% | 2.76792% | 5.749% | 0.09% |
Dimensional 2065 Target Dt Rtr Inc Instl | 2065 | 94.21706% | 2.52643% | 3.24992% | 0.00658% | 9.29% | 0.22% |
Dimensional 2060 Target Dt Rtr Inc Instl | 2060 | 94.23189% | 2.52697% | 3.23455% | 0.00658% | 9.292% | 0.22% |
Dimensional 2055 Target Dt Rtr Inc Instl | 2055 | 94.17262% | 2.5254% | 3.29541% | 0.00657% | 9.286% | 0.22% |
Dimensional 2050 Target Dt Rtr Inc Instl | 2050 | 89.90386% | 4.77301% | 5.31685% | 0.00626% | 8.948% | 0.21% |
Dimensional 2045 Target Dt Rtr Inc Instl | 2045 | 76.43003% | 12.75043% | 10.81422% | 0.00534% | 7.889% | 0.2% |
Dimensional 2040 Target Dt Rtr Inc Instl | 2040 | 63.33714% | 28.74293% | 7.91581% | 0.00412% | 7.15% | 0.19% |
Dimensional 2035 Target Dt Rtr Inc Instl | 2035 | 50.35629% | 44.28418% | 5.35596% | 0.00357% | 6.406% | 0.18% |
Dimensional 2030 Target Dt Rtr Inc Instl | 2030 | 36.41293% | 60.82048% | 2.76407% | 0.00253% | 5.6% | 0.17% |
Dimensional 2025 Target Dt Rtr Inc Instl | 2025 | 24.76446% | 74.79534% | 0.43846% | 0.00172% | 4.934% | 0.16% |
Dimensional 2020 Target Dt Rtr Inc Instl | 2020 | 24.74989% | 74.83096% | 0.41743% | 0.00172% | 4.914% | 0.18% |
Dimensional 2015 Target Dt Rtr Inc Instl | 2015 | 24.28736% | 75.31881% | 0.39212% | 0.0017% | 4.895% | 0.17% |
Dimensional Retirement Income Instl | Retirement Income | 19.79741% | 56.91269% | 23.28849% | 0.00139% | 3.792% | 0.18% |
Schwab Target 2065 Index | 2065 | 96.6352% | 2.52404% | 0.77673% | 0.06403% | 9.674% | 0.08% |
Schwab Target 2060 Index | 2060 | 94.63741% | 4.48132% | 0.81888% | 0.0624% | 9.543% | 0.08% |
Schwab Target 2055 Index | 2055 | 92.71293% | 6.40724% | 0.81907% | 0.06076% | 9.418% | 0.08% |
Schwab Target 2050 Index | 2050 | 89.75658% | 9.12867% | 1.05642% | 0.05833% | 9.217% | 0.08% |
Schwab Target 2045 Index | 2045 | 84.75385% | 14.00944% | 1.18237% | 0.05433% | 8.888% | 0.08% |
Schwab Target 2040 Index | 2040 | 77.757% | 20.65325% | 1.5405% | 0.04925% | 8.42% | 0.08% |
Schwab Target 2035 Index | 2035 | 69.49373% | 28.64848% | 1.81444% | 0.04335% | 7.874% | 0.08% |
Schwab Target 2030 Index | 2030 | 58.66741% | 38.97251% | 2.32422% | 0.03587% | 7.152% | 0.08% |
Schwab Target 2025 Index | 2025 | 43.9176% | 53.11796% | 2.93847% | 0.02596% | 6.172% | 0.08% |
Schwab Target 2020 Index | 2020 | 41.93306% | 54.97438% | 3.06837% | 0.02418% | 6.038% | 0.08% |
Schwab Target 2015 Index | 2015 | 38.95232% | 57.55951% | 3.46611% | 0.02206% | 5.831% | 0.08% |
Schwab Target 2010 Index | 2010 | 34.5192% | 61.37803% | 4.0834% | 0.01935% | 5.521% | 0.08% |
Principal LifeTime Hybrid 2065 Instl | 2065 | 95.9051% | 3.6577% | 0.39418% | 0.04305% | 9.34% | 0.38% |
Principal LifeTime Hybrid 2060 Instl | 2060 | 95.91942% | 3.64055% | 0.39696% | 0.04309% | 9.341% | 0.38% |
Principal LifeTime Hybrid 2055 Instl | 2055 | 95.96503% | 3.59089% | 0.40148% | 0.04262% | 9.344% | 0.38% |
Principal LifeTime Hybrid 2050 Instl | 2050 | 94.59602% | 4.94421% | 0.41185% | 0.04794% | 9.254% | 0.38% |
Principal LifeTime Hybrid 2045 Instl | 2045 | 87.53069% | 11.96259% | 0.44763% | 0.05911% | 8.804% | 0.37% |
Principal LifeTime Hybrid 2040 Instl | 2040 | 78.75044% | 20.69745% | 0.49178% | 0.06035% | 8.242% | 0.36% |
Principal LifeTime Hybrid 2035 Instl | 2035 | 67.18812% | 32.17731% | 0.55286% | 0.08173% | 7.508% | 0.34% |
Principal LifeTime Hybrid 2030 Instl | 2030 | 58.69258% | 47.01995% | -5.82607% | 0.11356% | 7.179% | 0.34% |
Principal LifeTime Hybrid 2025 Instl | 2025 | 49.73197% | 57.03114% | -6.87775% | 0.11466% | 6.623% | 0.35% |
Principal LifeTime Hybrid 2020 Instl | 2020 | 43.09704% | 64.4711% | -7.68943% | 0.12131% | 6.21% | 0.36% |
Principal LifeTime Hybrid 2015 Instl | 2015 | 36.48741% | 71.99943% | -8.61549% | 0.12865% | 5.813% | 0.36% |
Principal LifeTime Hybrid Income Instl | Retirement Income | 36.6301% | 71.70337% | -8.46252% | 0.12906% | 5.817% | 0.36% |
American Funds 2065 Trgt Date Retire R6 | 2065 | 86.9314% | 8.28523% | 4.12219% | 0.66119% | 8.616% | 0.39% |
American Funds 2060 Trgt Date Retire R6 | 2060 | 86.96891% | 8.26817% | 4.10315% | 0.65978% | 8.619% | 0.39% |
American Funds 2055 Trgt Date Retire R6 | 2055 | 86.85163% | 8.34327% | 4.15114% | 0.65397% | 8.61% | 0.39% |
American Funds 2050 Trgt Date Retire R6 | 2050 | 85.86475% | 9.21451% | 4.19343% | 0.72731% | 8.564% | 0.37% |
American Funds 2045 Trgt Date Retire R6 | 2045 | 84.42183% | 10.53511% | 4.25447% | 0.78859% | 8.469% | 0.37% |
American Funds 2040 Trgt Date Retire R6 | 2040 | 79.33673% | 15.56281% | 4.23186% | 0.86859% | 8.149% | 0.36% |
American Funds 2035 Trgt Date Retire R6 | 2035 | 65.54055% | 28.68625% | 4.86254% | 0.91064% | 7.25% | 0.34% |
American Funds 2030 Trgt Date Retire R6 | 2030 | 56.04712% | 38.08591% | 4.96524% | 0.90173% | 6.639% | 0.33% |
American Funds 2025 Trgt Date Retire R6 | 2025 | 45.85929% | 47.88086% | 5.35636% | 0.90348% | 5.983% | 0.31% |
American Funds 2020 Trgt Date Retire R6 | 2020 | 44.12359% | 49.43739% | 5.50567% | 0.93334% | 5.875% | 0.3% |
American Funds 2015 Trgt Date Retire R6 | 2015 | 39.57434% | 53.40771% | 6.11103% | 0.90692% | 5.558% | 0.3% |
American Funds 2010 Trgt Date Retire R6 | 2010 | 38.27049% | 54.33413% | 6.50715% | 0.88823% | 5.47% | 0.29% |
T. Rowe Price Target 2065 I | 2065 | 96.52608% | 0.842% | 2.06739% | 0.5645% | 9.242% | 0.46% |
T. Rowe Price Target 2060 I | 2060 | 96.50264% | 0.82504% | 2.10833% | 0.56397% | 9.239% | 0.46% |
T. Rowe Price Target 2055 I | 2055 | 94.52595% | 1.83158% | 3.08847% | 0.55401% | 9.086% | 0.45% |
T. Rowe Price Target 2050 I | 2050 | 90.3965% | 5.3212% | 3.72208% | 0.5602% | 8.805% | 0.44% |
T. Rowe Price Target 2045 I | 2045 | 82.43806% | 12.32076% | 4.67493% | 0.56624% | 8.265% | 0.43% |
T. Rowe Price Target 2040 I | 2040 | 72.5451% | 21.7163% | 5.182% | 0.55659% | 7.624% | 0.41% |
T. Rowe Price Target 2035 I | 2035 | 61.69554% | 31.77004% | 5.98941% | 0.54501% | 6.911% | 0.39% |
T. Rowe Price Target 2030 I | 2030 | 50.71283% | 41.66044% | 7.06797% | 0.55876% | 6.179% | 0.37% |
T. Rowe Price Target 2025 I | 2025 | 41.36447% | 50.16537% | 7.90734% | 0.56282% | 5.562% | 0.35% |
T. Rowe Price Target 2020 I | 2020 | 37.10425% | 54.11804% | 8.18885% | 0.58886% | 5.295% | 0.33% |
T. Rowe Price Target 2015 I | 2015 | 35.13253% | 56.04981% | 8.21103% | 0.60663% | 5.186% | 0.31% |
T. Rowe Price Target 2010 I | 2010 | 33.18661% | 57.83851% | 8.36019% | 0.61468% | 5.065% | 0.3% |
T. Rowe Price Target 2005 I | 2005 | 32.20985% | 58.68875% | 8.47699% | 0.6244% | 4.997% | 0.3% |
Fidelity Freedom® Index 2065 Instl Prm | 2065 | 90.09665% | 9.72204% | 0.11192% | 0.06938% | 9.262% | 0.09% |
Fidelity Freedom® Index 2060 Instl Prem | 2060 | 90.09665% | 9.72213% | 0.11183% | 0.06938% | 9.272% | 0.08% |
Fidelity Freedom® Index 2055 Instl Prem | 2055 | 90.09654% | 9.72216% | 0.11192% | 0.06938% | 9.272% | 0.08% |
Fidelity Freedom® Index 2050 Instl Prem | 2050 | 90.0964% | 9.72221% | 0.11201% | 0.06938% | 9.272% | 0.08% |
Fidelity Freedom® Index 2045 Instl Prem | 2045 | 90.09641% | 9.72219% | 0.11201% | 0.06938% | 9.272% | 0.08% |
Fidelity Freedom® Index 2040 Instl Prem | 2040 | 81.66465% | 18.00971% | 0.26253% | 0.0631% | 8.719% | 0.08% |
Fidelity Freedom® Index 2035 Instl Prem | 2035 | 66.82618% | 32.62808% | 0.49367% | 0.05207% | 7.746% | 0.08% |
Fidelity Freedom® Index 2030 Instl Prem | 2030 | 58.2196% | 41.15796% | 0.57685% | 0.0456% | 7.184% | 0.08% |
Fidelity Freedom® Index 2025 Instl Prem | 2025 | 51.65044% | 47.68057% | 0.62838% | 0.04062% | 6.755% | 0.08% |
Fidelity Freedom® Index 2020 Instl Prem | 2020 | 43.13184% | 53.5609% | 3.27306% | 0.03418% | 6.109% | 0.08% |
Fidelity Freedom® Index 2015 Instl Prem | 2015 | 33.96207% | 60.07862% | 5.93205% | 0.02726% | 5.42% | 0.08% |
Fidelity Freedom® Index 2010 Instl Prem | 2010 | 24.79452% | 66.58732% | 8.5978% | 0.02037% | 4.731% | 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 | 19.22445% | 70.66651% | 10.09295% | 0.01609% | 4.316% | 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 |