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Os 100 fundos mútuos mais populares para economias de aposentadoria 401 (k)

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Não há como negar a importância e a popularidade do 401 (k) s para os poupadores de aposentadoria. Os americanos têm US $ 6,3 trilhões investidos nessas contas de poupança no local de trabalho com impostos diferidos, de acordo com o Investment Company Institute, e há mais de 58 milhões de participantes ativos do 401 (k).

BrightScope, uma empresa de informações financeiras que avalia planos de poupança para aposentadoria, compilou para a Kiplinger esta lista dos 100 fundos mútuos mais populares em planos 401 (k) com base nos ativos 401 (k) dos fundos administrados.

Aqui está a lista dos 100 principais fundos mútuos para suas economias de aposentadoria 401 (k). Todos os números são de 7 de outubro, 2020.

Classificação Nome do Fundo Símbolo

Tipo de Fundo

Retorno Total Anualizado

1 ano

Retorno Total Anualizado

3 anos

Retorno Total Anualizado

5 anos

Retorno Total Anualizado

10 anos

Despesa
Razão 1Vanguard Institutional IndexVINIXLarge Blend16.0211.7813.4113.520.042Fidelity 500 IndexFXAIXLarge Blend16.0311.7913.43 0,023American Funds Europacific GrowthAEPGXEAFE16.815.458.146.270.844Vanguard IndexFidelity 500FXAIXLarge Blend16.0311.7913.43 0,023American Funds Europacific GrowthAEPGXEAFE16.815.458.146.270.844Vanguard Crescimento totalFXAIXLarge Blend16.0311.7913.43 0,023American Funds Europacific GrowthAEPGXEAFE16.815.458.146.270.844VanguardTotalCresc. 1615.370.856Vanguard 500 IndexVFIAXLarge Blend16.0011.7613.4013.510.047Vanguard PRIMECAPVPMCXLarge-Growth US Equities16.6110.7214.3214.570.388Vanguard WellingtonVWELXModerate Allocation8.447.989.449.4. .202.738.4010.940.5211Vanguard Target Aposentadoria 2025VTTVXConservative Allocation9.806.828.168.250.1312Vanguard Target Retirement 2030VTHRXAlocação moderada10.356.978.598.710.1413Vanguard Total Intl Stock Index.115.06.828.168.250.1312Vanguard Target Retirement 2030VTHRXAlocação moderada10.356.978.598.710.1413Vanguard Total Intl Stock Index.115.115.05.06. nds Growth Fund of AmericaAGTHXLarge-Growth US Equities32.6716.0016.2514.520.6516PGIM Total Return BondPDBAXShort / Intermediate Government Bonds4.715.274.834.620.7617Vanguard Target Retirement 2035VTTHXModerate Allocation10.857.099.009.160.1418LanguardVanguard13.099.009.160.1418LanguardVanguard13.099.009.160.1418LanguardVanguard13.016.11.3701. Aposentadoria 2020VTWNX Alocação conservadora9.006.487.557.690.1320Metropolitan West Total Return BondMWTRXShort / Títulos do governo intermediário6.905.574.164.300.6821Vanguard Extended Market IndexVEXAXMid Cap US Equities18.188.8211.3612.380.0622Vanguate Target430.1819 FreedomFoderement.Foderement. .058.350.6824T. Rowe Price Blue Chip GrowthTRBCXLarge-Growth U.S. Equities36.2719.9219.4717.920.6925Fidelity Growth CompanyFDGRXLarge-Growth U.S. Equities67.9026.7924.5420.340.8326T. Rowe Price Aposentadoria 2030TRRCXAlocação moderada11.077.119.239.380.6427Vanguard Target Retirement 2045VTIVXAggressive Allocation11.747.249.569.540.1528Fidelity Freedom 2025FFTWXConservative Allocation10.996.468.207.790.6529Fidelity AmericanFidelityC. Aposentadoria de preço de Rowe 2025TRRHX Alocação de conservador10.466.858.728.830.6132T. Rowe Price Retirement 2020TRRBXConservative Allocation9.516.488.108.200.5733Vanguard Windsor IIVWNFXLarge-Value US Equities8.526.589.0710.760.3434Fidelity Freedom 2040FFFFXModerate Allocation13.586.959.598.900.7535HarborCresc. 608.840.7237T. Rowe Price Aposentadoria 2040TRRDXAposentadoria moderada 12.217.499.9410.020.6938Dodge &Cox International StockDODFXEAFE-5.53-5.361.572.990.6339Vanguard Target Retirement 2050VFIFXAggressive Allocation11.777.269.569.540.1540Vanguard International BondsVWWW4.540.540.1801515Vanguard International GrowthVWW34.540.540.1540Vanguard International GrowthVWW. .184.390.4242T. Rowe Price Retirement 2035TRRJXAlocação moderada11.687.299.629.750.6743Vanguard Growth IndexVIGAXLarge-Growth U.S. Equities37.8720.3118.4416.550.0544T. Rowe Price Growth StockPRGFXLarge-Growth U.S. Equities35.0918.0417.8016.680.6545Fidelity Extended Market IndexFSMAXMid Cap Ações americanas18.158.8211,37 0,0546MFS ValueMEIAXLarge-Value U.S. Equities0.603.898.2310.290.8247T. Rowe Price Mid-Cap GrowthRPMGXMid-Growth US Equities16.7912.8513.7914.560.7448Fidelity US Bond IndexFXNAXShort / Intermediate Government Bonds6.085.234.05 0.0349American Funds 2030 Trgt Date RetireAAETXModerate Allocation3588.7057.459.049.330. Washington MutualAWSHXLarge Blend5.257.5710.8111.730.5952Vanguard Developed Markets IndexVTMGXEAFE4.461.245.104.740.0753Vanguard Balanced IndexVBIAXModerate Allocation13.069.369.759.630.0754Fidelity Freedom.75.Liberdade. Diversified InternationalFDIVXEAFE18.426.707.586.850.7557American Funds New PerspectiveANWPXWorld Equity26.3413.0913.6611.660.7658Vanguard Instl Ttl Stk Mkt IndexVITNXLarge Blend16.6011.4013.1313.410.0359T. Rowe Price Large Cap Growth Class ITRLGXLarge-Growth US Equities39.0020.9020.2018.200.5660Fidelity Ações de baixo preçoFLPSXMid-Value US Equities7.613.856.5610.000.7861Fidelity Freedom 2050FFFHXAggressive Allocation13.596.949.608.980.7562Vanguard Value. 188.7110.650.0563American Funds 2025 Trgt Date RetireAADTXConservative Allocation10.976.868.068.600.6964T. Rowe Price Retirement 2045TRRKXAggressive Allocation12.577.5810.0810.090.7165Fidelidade Blue Chip GrowthFBGRXLarge-Growth US Equities58.4425.5722.1619.050.7966Vanguard Target Total Retirement 2015VTXVXConservative GrowthFBGRXLarge-Growth US Equities58.4425.5722.1619.050.7966Vanguard Target Total Retirement 2015VTXVXConservative Returns118356.026.696.920.17. RetireAAFTXAlocação moderada14.128.2910.089.830.7269T. Rowe Price Retirement 2050TRRMXAggressive Allocation12.567.5910.0710.090.7170Vanguard Inflation-Protected SecsVIPSXTIPS8.435.464.103.130.2071T. Rowe Price New HorizonsPRNHXMid-Growth US Equities50.0727.2123.7721.060.7672American Funds 2040 Trgt Date RetireAAGTXModerate Allocation14.868.5810.4410.060.7373Fidelity International IndexFSPSXEAFE3.181.104.65Loger Data de aposentadoriaAAGTXModerate Allocation14.868.5810.4410.060.7373Fidelity International IndexFSPSXEAFE3.181.104.655 0.0474Crescimento Fidelity5195L510.5MRGRim. .9421.2518.4415.911.1076JPMorgan SmartRetirement 2030JSMAXModerate Fundos Allocation7.465.417.447.900.8677American 2020 TRGT Data RetireAACTXConservative Allocation8.495.896.977.480.6678Invesco Desenvolver MarketsODMAXEmerging Markets21.504.696.716.861.1079Vanguard Target Retirement IncomeVTINXConservative Allocation7.425.765.815.490.1280Vanguard ExplorerVEXPXSmall-US Growth Equities18.3912.7713.7113.320.4581Vanguard Target Retirement 2055VFFVXAggressive Allocation11.757.259.569.569.560.1582JPMorgan SmartRetirement 2025JNSAXConservative Allocation7.025.196.907.410.8583JPMReggressive ValueAggressive Allocation11.757.259.569.569.560.1582JPMorgan SmartRetirement 2025JNSAXConservative Allocation7.025.196.907.410.844583JPM Valores médios de valores JAMC7.484.11.2484 US $ 11 -Valor de ações A-91. ican Funds Fundamental InvestorsANCFXLarge Blend13.148.4811.9011.940.6285iShares S&P 500 IndexBSPAXLarge Blend15.6911.4513.05 0.3586American Funds AMCAPAMCPXLarge-Growth US Equities21.3312.0212.94JAENN90.69814714JanusP.9212.94JAENE 9069814714JanusPorts. 0211.7713.3813.460.0289JPMorgan Large Cap GrowthOLGAXLarge-Growth US Equities 52.7527.0822.4118.110.9490American Funds Capital World Growth &IncomeCWGIXWorld Equity11.145.948.638.060.7891Invesco Diversified Dividend32LCEIXLarge.75Men. 8893JPMorgan SmartRetirement 2035SRJAXModerate Allocation8.845.517.818.320.8794JPMorgan SmartRetirement 2020JTTAXConservative Allocation6.214.856.246.710.8195 Vanguard Wellesley Windsor IncomeVWINXModerate AllocationDodge 5.266.267.107.250.2396VanguardateVanguard. location3.303.667.369.150.5398Vanguard Real Estate IndexVGSLXReal Estate-9.193.495.408.610.1299American Funds 2045 Trgt Date RetireAAHTXAggressive Allocation15.098.7110.6110.150.72100Neuberger Berman.12.11.11.11.3061.Equit.

* Os valores em dólares representam os ativos totais dos fundos sob gestão mantidos dentro dos planos 401 (k) e fora dos planos 401 (k) s, de acordo com Morningstar. A BrightScope classificou os fundos por ativos sob gestão mantidos apenas em 401 (k) s, mas não divulgou os valores precisos por razões de propriedade.

Fontes:BrightScope, Estrela da Manhã

Fundo de investimento público

Fundo de investimento público