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Target-date funds a solution

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Target-date funds from select fund firms
 
Name Total Return
1 Year  
Total Return
3 Year*
Expense
Ratio
Asset
Alloc
Equity %
Asset
Alloc
Bond %
Asset
Alloc
Cash %
Barclays Global
Inv LP 2010
10.04 9.02 0.85 44.68 46.83 8.23
Barclays Global
Inv LP 2020
11.62 11.16 0.86 64.28 29.62 5.91
Barclays Global
Inv LP 2030
12.79 12.78 0.86 78.75 16.90 4.21
Barclays Global
Inv LP 2040
13.72 14.01 0.86 90.67 6.33 2.90
Barclays Global
Inv LP Retire
9.50 7.82 0.85 37.22 53.26 9.24
Fidelity Freedom
2000
8.15 6.25 0.52 28.26 42.55 28.05
Fidelity Freedom
2010
10.24 9.15 0.62 50.68 35.87 12.03
Fidelity Freedom
2020
11.43 11.56 0.70 68.37 24.87 5.41
Fidelity Freedom
2030
12.25 12.90 0.74 80.95 14.06 3.91
Fidelity Freedom
Income
7.63 5.70 0.51 20.97 47.66 30.12
Fidelity Freedom
2040
12.64 13.52 0.76 83.50 11.84 3.57
Fidelity Freedom
2005
10.15 8.88 0.62 49.24 36.43 12.93
Fidelity Freedom
2015
10.70 10.39 0.67 57.58 31.98 9.04
Fidelity Freedom
2025
11.69 12.06 0.72 70.97 22.75 5.00
Fidelity Freedom
2035
12.41 13.16 0.75 81.42 13.66 3.84
Fidelity Freedom
2045
NA NA 0.79 86.66 9.05 3.26
Fidelity Freedom
2050
NA NA 0.79 88.17 7.71 3.11
T. Rowe Price
Ret. 2010
12.45 11.62 0.65 60.57 32.45 5.33
T. Rowe Price
Ret. 2020
14.00 13.33 0.72 75.36 18.75 4.39
T. Rowe Price
Ret. 2030
14.83 14.79 0.76 85.43 9.09 4.26
T. Rowe Price
Ret. 2040
14.97 14.84 0.76 87.09 7.59 4.12
T. Rowe Price
Ret. Income
10.04 8.67 0.56 40.22 48.95 9.37
T. Rowe Price
Ret. 2005
11.38 10.45 0.61 51.38 40.81 6.10
T. Rowe Price
Ret. 2015
13.25 12.44 0.69 68.27 25.52 4.72
T. Rowe Price
Ret. 2025
14.57 14.05 0.74 81.13 13.35 4.11
T. Rowe Price
Ret. 2035
14.91 14.81 0.76 87.10 7.57 4.14
T. Rowe Price
Ret. 2045
14.81 NA 0.76 87.13 7.63 4.05
Vanguard Target
Ret. 2005
11.24 7.78 0.21 43.68 53.81 2.29
Vanguard Target
Ret. 2015
12.88 9.92 0.21 63.10 35.84 0.75
Vanguard Target
Ret. 2025
14.21 11.22 0.21 78.45 20.45 0.71
Vanguard Target
Ret. 2035
14.81 12.91 0.21 88.98 9.89 0.69
Vanguard Target
Ret. 2045
14.53 13.71 0.21 88.81 9.94 0.81
Vanguard Target
Ret. Income
9.65 6.64 0.21 29.76 64.16 5.94
Vanguard Target
Ret. 2010
NA NA 0.20 54.21 44.63 0.90
Vanguard Target
Ret. 2020
NA NA 0.20 70.74 28.18 0.74
Vanguard Target
Ret. 2030
NA NA 0.21 85.68 12.93 0.98
Vanguard Target
Ret. 2040
NA NA 0.21 88.48 9.93 1.16
Vanguard Target
Ret. 2050
NA NA 0.21 88.46 9.93 1.17
Standard & Poor's 500 15.24 12.25 NA 100.00 NA NA
Bankrate.com's corrections policy -- Updated: Oct. 1, 2007
 
 
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