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Die 100 beliebtesten Investmentfonds für 401(k) Altersvorsorge

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Es ist nicht zu leugnen, wie wichtig und beliebt 401(k)s für Rentensparer sind. Die Amerikaner haben 6,3 Billionen US-Dollar in diese steuerbegünstigten Sparkonten am Arbeitsplatz investiert. nach Angaben des Investment Company Institute, und es gibt mehr als 58 Millionen aktive 401(k)-Teilnehmer.

BrightScope, ein Finanzinformationsunternehmen, das Altersvorsorgepläne bewertet, hat für Kiplinger diese Liste der 100 beliebtesten Investmentfonds in 401(k)-Plänen zusammengestellt, die auf dem verwalteten Vermögen der Fonds 401(k) basiert.

Hier ist die Liste der Top 100 Investmentfonds für Ihre 401 (k) Altersvorsorge. Alle Zahlen sind vom 7. Oktober. 2020.

Rang Fondsname Symbol

Fondstyp

Annualisierte Gesamtrendite

1 Jahr

Annualisierte Gesamtrendite

3 Jahre

Annualisierte Gesamtrendite

5-Jahre

Annualisierte Gesamtrendite

10 Jahre

Aufwand
Verhältnis 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 Total Bond Market IndexVBTLXShort/Intermediate Government Bonds517.0. 1615.370.856Vanguard 500 IndexVFIAXLarge Blend16.0011.7613.4013.510.047Vanguard PRIMECAPVPMCXLarge-Growth US Equities16.6110.7214.3214.570.388Vanguard WellingtonVWELXModerate Allocation8.447.989.449.460.259Vanguard Mid Cap IndexVIMAX .202.738.4010.940.5211Vanguard Target Retirement 2025VTTVXConservative Allocation9.806.828.168.250.1312Vanguard Target Retirement 2030VTHRXModerate Allocation10.356.978.598.710.1413Vanguard Total Intl Stock IndexVTIAXEAFE5.801.455.62 0.1114Vanguardm 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 Allocation10.857.099.009.160.1418Vanguard SA211 Ruhestand 2020VTWNXConservative Allocation9.006.487.557.690.1320Metropolitan West Total Return BondMWTRXShort/Intermediate Government Bonds6.905.574.164.300.6821Vanguard Extended Market IndexVEXAXMid Cap US Equities18.188.8211.3612.380.0622 .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 Retirement 2030TRRCXModerate Allocation11.077.119.239.380.6427Vanguard Target Retirement 2045VTIVXAggressive Allocation11.747.249.569.540.1528Fidelity Freedom 2025FFTWXConservative Allocation10.996.468.207.790.6529Fidelity Freedom 2020FFFDXConservative Allocations. Rowe Price Retirement 2025TRRHXConservative Allocation10.466.858.728.830.6132T. Rowe Price Retirement 2020TRRBXConservative Allocation9.516.488.108.200.5733Vanguard Windsor IIVWNFXLarge-Value US Equities8.526.589.0710.760.3434Fidelity Freedom 2040FFFFXModerate Allocation13.586.959.598.900.7535Harbor Capital Appreciation89 608.840.7237T. Rowe Price Retirement 2040TRRDXModerate Allocation12.217.499.9410.020.6938Dodge &Cox International StockDODFXEAFE-5.53-5.361.572.990.6339Vanguard Target Retirement 2050VFIFXAggressive Allocation11.777.269.569.540.1540Vanguard International GrowthVWIGXEFA .184.390.4242T. Rowe Price Retirement 2035TRRJXModerate Allocation11.687.299.629.750.6743Vanguard Growth IndexVIGAXLarge-Growth US-Aktien37.8720.3118.4416.550.0544T. Rowe Price Growth StockPRGFXLarge-Growth U.S. Equities35.0918.0417.8016.680.6545Fidelity Extended Market IndexFSMAXMid Cap U.S. Equities18.158.8211.37 0.0546MFS ValueMEIAXLarge-Value U.S. Equities0.603.898.2310.290.8247T. Rowe Price Mid-Cap-WachstumRPMGXMid-Growth US Equities16.7912.8513.7914.560.7448Fidelity US Bond IndexFXNAXShort/Intermediate Government Bonds6.085.234.05 0.0349American Funds 2030 Trgt Date RetireAAETXModerate Allocation12.057.459.049.330.7150XModerate BalancedFb 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 2045FFFGXAggressive Allocation13.646.979.608.960.75551.184 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 Low-Priced StockFLPSXMid-Value US Equities7.613.856.5610.000.7861Fidelity Freedom 2050FFFHXAggressive Allocation13.596.949.608.980.7562 Equi. 188.7110.650.0563American Funds 2025 Trgt Date RetireAADTXKonservative Allokation10.976.868.068.600.6964T. Rowe Price Retirement 2045TRRKXAggressive Allocation12.577.5810.0810.090.7165Fidelity Blue Chip GrowthFBGRXLarge-Growth US Equities58.4425.5722.1619.050.7966Vanguard Target Retirement 2015VTXVXConservative Allocation7.896.026.696.920.1367PIMCO Total Returns Date RetireAAFTXModerate Allocation14.128.2910.089.830.7269T. Rowe Price Retirement 2050TRRMXAggressive Allokation12.567.5910.0710.090.7170Vanguard Inflationsgeschützte Sek.VIPSXTIPS8.435.464.103.130.2071T. 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 .9421.2518.4415.911.1076JPMorgan SmartRetirement 2030JSMAXModerate Allocation7.465.417.447.900.8677American Funds 2020 Trgt Date RetireAACTXConservative Allocation8.495.896.977.480.6678Invesco Developing MarketsODMAXEmerging Markets21.504.696.716.861.1079Invesco Developing MarketsODMAXEmerging Markets21.504.696.716.861.1079Investive49 Equities18.3912.7713.7113.320.4581Vanguard Target Retirement 2055VFFVXAggressive Allocation11.757.259.569.560.1582JPMorgan SmartRetirement 2025JNSAXConservative Allocation7.025.196.907.410.8583JPMorgan Mid Cap ValueJAMCXMid-Value US Equities-7.11.0.384 ican Funds Fundamental InvestorsANCFXLarge Blend13.148.4811.9011.940.6285iShares S&P 500 IndexBSPAXLarge Blend15.6911.4513.05 0.3586American Funds AMCAPAMCPXLarge-Growth US Equities21.3312.0212.9413.450.6988Janus Henderson &P. 0211.7713.3813.460.0289JPMorgan Large Cap GrowthOLGAXLarge-Growth US Equities52.7527.0822.4118.110.9490American Funds Capital World Growth&IncomeCWGIXWorld Equity11.145.948.638.060.7891Invesco Diversified DividendLCEIXLarge-Value US Equities-4.4. 8893JPMorgan SmartRetirement 2035SRJAXModerate Allocation8.845.517.818.320.8794JPMorgan SmartRetirement 2020JTTAXConservative Allocation6.214.856.246.710.8195Vanguard Wellesley IncomeVWINXModerate Allocation5.266.267.107.250.2396Vanguard WindsorVWNDties 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 GenesisNBGNXSmall-Growth U.S. Equities13.06910.02 .1.991

* Die Dollarbeträge stellen das Gesamtvermögen der verwalteten Fonds dar, die sowohl innerhalb von 401(k)-Plänen als auch außerhalb von 401(k)-Plänen gehalten werden. laut Morningstar. BrightScope ordnete die Fonds nach verwaltetem Vermögen nur in 401(k)s ein, die genauen Beträge wurden jedoch aus proprietären Gründen nicht bekannt gegeben.

Quellen:BrightScope, Morgen Stern

Öffentlicher Investitionsfonds

Öffentlicher Investitionsfonds