Ready-to-Go Folio Categories: Target Date Folios

Target Date Folios

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Target Date Folios can provide you with a simple and efficient way to manage your retirement investing.

These easy-to-manage security portfolios automatically adjust their investments over time to maintain a balance of performance and volatility. They seek to maximize your potential return, while reducing risk over time to protect your investments more carefully as your retirement approaches. All you need to do is rebalance your holdings when the models are changed.

The Folio Investing Approach

Target Date Folio Whitepaper

Folio Investing’s Target Date Folios were designed to offer better diversification and risk management than traditional Target Date Funds. For a performance comparison, along with graphs which depict the Folios’ glide paths, see our whitepaper Improving Target Date Offerings: Lessons Proven.

This whitepaper was recently cited by James K. Glassman, Contributing Editor, Kiplinger’s Personal Finance, in the September 2012 magazine article: Why Target-Date Funds Are Off-Target for Many Investors: Target-date funds might be a bigger gamble than you’re willing to take. Folio Investing offers portfolios with different levels of risk.

Last Updated: April 17, 2014

Average Annualized Returns
Past performance is no guarantee of future results.

Folio
Inception
YTD
1 Yr
3 Yr
5 Yr
Since
Incep.
Target 2055 Aggressive 07/14/2010 4.81% 6.84% 3.52% - 8.95%
Target 2060 Aggressive 07/14/2010 4.81% 6.84% 3.52% - 8.95%
Target 2050 Aggressive 07/14/2010 4.76% 6.79% 3.51% - 8.94%
Target 2045 Aggressive 12/21/2007 4.66% 6.69% 3.48% 13.62% 3.71%
Target 2040 Aggressive 12/21/2007 4.16% 5.23% 3.18% 13.24% 3.43%
Target 2045 Moderate 12/21/2007 4.47% 5.11% 4.34% 13.64% 3.50%
Target 2040 Conservative 12/21/2007 4.35% 4.92% 4.90% 11.60% 3.98%
Target 2055 Moderate 07/14/2010 4.34% 4.84% 3.60% - 9.08%
Target 2060 Moderate 07/14/2010 4.34% 4.84% 3.15% - 8.70%
Target 2045 Conservative 12/21/2007 4.23% 4.83% 4.87% 11.68% 4.04%
Target 2010 Moderate 12/21/2007 4.20% 4.82% 4.79% 9.59% 4.02%
Target 2050 Moderate 07/14/2010 4.28% 4.77% 4.08% - 9.41%
Target 2025 Conservative 12/21/2007 4.11% 4.72% 4.71% 9.88% 4.24%
Target 2015 Moderate 12/21/2007 4.37% 4.38% 4.35% 10.45% 3.94%
Target 2030 Conservative 12/21/2007 4.32% 4.18% 4.22% 10.37% 3.89%
Target 2020 Conservative 12/21/2007 3.94% 4.18% 4.15% 9.07% 3.78%
Target 2020 Moderate 12/21/2007 4.21% 4.17% 4.18% 11.13% 3.64%
Target 2035 Aggressive 12/21/2007 4.30% 4.16% 3.20% 13.03% 3.25%
Target 2030 Aggressive 12/21/2007 4.29% 4.09% 3.80% 13.07% 3.36%
Target 2040 Moderate 12/21/2007 3.53% 3.93% 4.17% 13.19% 3.35%
Target 2025 Aggressive 12/21/2007 4.10% 3.92% 4.33% 12.89% 3.14%
Target 2050 Conservative 07/14/2010 4.22% 3.52% 4.21% - 8.05%
Target 2035 Moderate 12/21/2007 3.96% 3.49% 3.78% 12.43% 3.32%
Target 2055 Conservative 07/14/2010 4.45% 3.45% 4.00% - 7.92%
Target 2060 Conservative 07/14/2010 4.45% 3.45% 3.99% - 7.92%
Target 2020 Aggressive 12/21/2007 4.44% 3.44% 3.51% 11.69% 2.71%
Target 2015 Aggressive 12/21/2007 4.37% 3.44% 3.66% 10.72% 2.54%
Target 2010 Aggressive 12/21/2007 4.19% 3.34% 3.76% 10.45% 2.60%
Target 2035 Conservative 12/21/2007 4.20% 3.32% 4.03% 10.71% 3.80%
Target 2030 Moderate 12/21/2007 4.45% 3.12% 3.86% 11.93% 3.43%
Target 2025 Moderate 12/21/2007 3.88% 3.11% 4.10% 11.66% 3.50%
Target 2010 Conservative 12/21/2007 3.49% 2.99% 4.56% 8.09% 4.46%
Target 2015 Conservative 12/21/2007 3.88% 2.97% 3.55% 7.99% 3.70%

See how returns are calculated
Past performance is no guarantee of future results.