Best Target-Date 2030 Mutual Funds
Target Date 2030 funds are designed for investors planning to retire around 2030. Currently holding a moderate mix of stocks and bonds, these funds will continue gradually shifting toward a more conservative allocation as the target date approaches.
3 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | VTHRX | Vanguard | 0.01% | +14.26% | +13.08% | +6.46% | $112.9K | 8.15% |
| T. Rowe Price Retirement 2035 Fund | TRRJX | T. Rowe Price | 0.01% | +16.17% | +14.20% | +7.02% | $24.5K | 9.71% |
| Schwab Core Equity Fund™ | SWANX | Schwab | 0.01% | +14.14% | +16.99% | +10.74% | $1.5K | 11.89% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.