Prices & Performance

daily Age-Based
Age-Based as of May 12, 2025PriceChangeChangeYTDExpense RatioFootnote 1
Core Portfolios
Age-Based Core 0-2$17.51$0.341.98%3.92%0.19%
Age-Based Core 3-5$16.64$0.301.84%3.61%0.19%
Age-Based Core 6-8$15.79$0.251.61%3.41%0.18%
Age-Based Core 9-10$15.02$0.201.35%3.16%0.18%
Age-Based Core 11-12$14.29$0.161.13%3.10%0.18%
Age-Based Core 13-14$13.61$0.110.81%2.87%0.18%
Age-Based Core 15-16$12.93$0.070.54%2.54%0.18%
Age-Based Core 17-18$12.27$0.040.33%2.42%0.19%
Age-Based Core 19+$11.71$0.010.09%2.09%0.19%
Socially Aware Portfolios
Age-Based Socially Aware 0-2$17.46$0.372.17%3.87%0.31%
Age-Based Socially Aware 3-5$16.57$0.321.97%3.63%0.30%
Age-Based Socially Aware 6-8$15.79$0.261.67%3.27%0.30%
Age-Based Socially Aware 9-10$15.02$0.211.42%3.23%0.29%
Age-Based Socially Aware 11-12$14.31$0.161.13%3.02%0.28%
Age-Based Socially Aware 13-14$13.67$0.130.96%2.94%0.27%
Age-Based Socially Aware 15-16$12.98$0.080.62%2.77%0.27%
Age-Based Socially Aware 17-18$12.27$0.040.33%2.25%0.26%
Age-Based Socially Aware 19+$11.73$0.020.17%2.18%0.25%

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