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Retiring 2030


Take Aim At Your Future

Here’s the good news: We’re living longer than ever, with the average life expectancy for US citizens now above 78 years [1]. However, that also means more of our lives are lived after our careers are over. That’s making it increasingly important for investors to start investing for life after retirement – and to make plans for when that retirement will begin. The Retiring 2030 motif is a multi-asset investment vehicle for individuals planning to retire during or near 2030. Since prospective investors of this motif are approximately 15 years from retirement, this motif holds a balanced proportion of equity and bond securities. As 2030 draws closer, investors may choose to follow a yearly update that incrementally moves the motif’s capital toward short-term bonds in an attempt to further reduce the risk profile. However, investors should be aware there will continue to be some exposure to US and international equities even beyond the target date. Based on its current holdings, this motif has a composite expense ratio of 0.21%. See More
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Portfolio Index 1 YR Return
Retiring 2030 Benchmark
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Weight Segment & Stocks Symbol 1 YR Return
31.1% US Bonds 0.7%
23.2% International Bonds 3.4%
18.1% US Equities 2.6%
4.6% 8xxxxxxx 8xxxxxxxxxx 8xxxxxxxxx 8xx 8xx 88.8%
2.8% 8xxxxxxx 8xxxxx 8xxx 8xx 8xx 88.8%
2.6% 8xxxxxxx 8xxxxxxxxx 8xx 8xx 88.8%
2.4% 8xxxxxxx 8xxxxxxx 8xxxxxxxxxxxx 8xx 8xx 88.8%
1.8% 8xxxxxxx 8xxxxxxxxxx 8xx 8xx 88.8%
1.4% 8xxxxxxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
1.1% 8xxxxxxx 8xxxxx 8xx 8xx 88.8%
0.6% 8xxxxxxx 8xxxxxxxx 8xx 8xx 88.8%
0.5% 8xxxxxxx 8xxxxxxxx 8xx 8xx 88.8%
0.4% 8xxxxxxx 8xxxxxxxxxxxxxxxx 8xxxxxxx 8xx 8xx 88.8%
9.5% Developed Equities 13.5%
8.9% Emerging Equities 15.0%
8.9% 8xxxxxxx 8xxx 8xxxxxxx 8xxxxxx 8xx 8xx 88.8%
6.6% Real Estate 6.1%
6.6% 8xxxxxxx 8xxx 8xxxx 8xx 8xx 88.8%
2.7% Commodities --
2.7% 8xxxxxx 8x 8xxxxxxxx 8xxxx 8xxxxxxx 8xxx 8xx --
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