Best Target-Date 2025 Mutual Funds
Target Date 2025 funds are designed for investors planning to retire around 2025. These funds have already shifted to a conservative allocation heavy in bonds and income-producing assets, with minimal equity exposure to protect accumulated savings.
4 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund | VTTVX | Vanguard | 0.01% | +12.20% | +11.65% | +5.57% | $76.2K | 6.91% |
| T. Rowe Price Retirement 2010 Fund | TRRAX | T. Rowe Price | 0.01% | +10.60% | +10.14% | +4.71% | $3.3K | 5.96% |
| T. Rowe Price Retirement 2005 Fund | TRRFX | T. Rowe Price | 0.01% | +9.96% | +9.69% | +4.42% | $1.2K | 5.51% |
| Schwab Monthly Income Fund Enhanced Payout | SWKRX | Schwab | 0.00% | +12.46% | +9.78% | +3.82% | $79 | 5.75% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.