Best Target-Date 2055+ Mutual Funds
Target Date 2055 funds target investors planning to retire around 2055. With the longest investment horizon of typical target-date series, these funds maintain high equity allocations to harness decades of compounding growth.
4 funds in this category
| Fund Name | Symbol | Fund Family | Exp. Ratio | 1Y Return | 3Y Return | 5Y Return | AUM | Volatility |
|---|---|---|---|---|---|---|---|---|
| Vanguard Institutional Target Retirement 2045 Fund | VIRTX | Vanguard | 0.09% | +1.30% | +9.20% | +9.00% | $24420.2M | 12.10% |
| Vanguard Target Retirement 2055 Fund | VFFVX | Vanguard | 0.00% | +20.90% | +17.67% | +9.56% | $73.4K | 11.51% |
| T. Rowe Price Retirement 2050 Fund | TRRMX | T. Rowe Price | 0.01% | +19.97% | +16.81% | +8.61% | $18.3K | 11.96% |
| Vanguard Institutional Target Retirement 2045 Fund | VILVX | Vanguard | 0.00% | +2.35% | +10.38% | +5.70% | $8.6K | 12.90% |
Past performance does not guarantee future results. This information is for educational purposes only and is not investment advice.