Prices & Performance

daily Age-Based
Age-Based as of February 23, 2024PriceChangeChangeYTDExpense RatioFootnote 1
Core Portfolios
Age-Based Core 0-2$15.29$0.020.13%4.80%0.18%
Age-Based Core 3-5$14.62$0.020.14%4.13%0.18%
Age-Based Core 6-8$14.01$0.020.14%3.55%0.18%
Age-Based Core 9-10$13.44$0.020.15%2.91%0.18%
Age-Based Core 11-12$12.89$0.020.16%2.38%0.19%
Age-Based Core 13-14$12.38$0.020.16%1.89%0.20%
Age-Based Core 15-16$11.86$0.020.17%1.37%0.20%
Age-Based Core 17-18$11.35$0.020.18%0.80%0.21%
Age-Based Core 19+$10.93$0.020.18%0.46%0.22%
Socially Aware Portfolios
Age-Based Socially Aware 0-2$15.28$0.000.00%4.44%0.31%
Age-Based Socially Aware 3-5$14.57$0.000.00%3.92%0.30%
Age-Based Socially Aware 6-8$14.03$0.000.00%3.31%0.29%
Age-Based Socially Aware 9-10$13.42$0.020.15%2.84%0.27%
Age-Based Socially Aware 11-12$12.92$0.020.16%2.30%0.27%
Age-Based Socially Aware 13-14$12.41$0.010.08%1.72%0.26%
Age-Based Socially Aware 15-16$11.88$0.020.17%1.28%0.25%
Age-Based Socially Aware 17-18$11.34$0.010.09%0.80%0.24%
Age-Based Socially Aware 19+$10.93$0.010.09%0.46%0.24%

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