Prices & Performance

daily Age-Based
Age-Based as of January 27, 2023PriceChangeChangeYTDExpense RatioFootnote 1
Core Portfolios
Age-Based Core 0-2$12.75$0.000.00%7.14%0.18%
Age-Based Core 3-5$12.40$0.000.00%6.71%0.18%
Age-Based Core 6-8$12.07$0.000.00%6.16%0.18%
Age-Based Core 9-10$11.77$0.000.00%5.66%0.19%
Age-Based Core 11-12$11.46$0.000.00%5.04%0.19%
Age-Based Core 13-14$11.17$0.000.00%4.39%0.20%
Age-Based Core 15-16$10.87$0.000.00%3.72%0.21%
Age-Based Core 17-18$10.57$0.000.00%3.12%0.21%
Age-Based Core 19+$10.30$0.000.00%2.28%0.23%
Socially Aware Portfolios
Age-Based Socially Aware 0-2$12.86$0.000.00%7.17%0.32%
Age-Based Socially Aware 3-5$12.46$0.000.00%6.68%0.30%
Age-Based Socially Aware 6-8$12.18$0.000.00%6.19%0.29%
Age-Based Socially Aware 9-10$11.82$0.000.00%5.63%0.28%
Age-Based Socially Aware 11-12$11.55$0.000.00%5.00%0.28%
Age-Based Socially Aware 13-14$11.25$0.000.00%4.36%0.27%
Age-Based Socially Aware 15-16$10.92$0.000.00%3.70%0.26%
Age-Based Socially Aware 17-18$10.57$0.000.00%3.02%0.25%
Age-Based Socially Aware 19+$10.32$0.000.00%2.28%0.25%

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