Best Fit Growth & Income Funds
Growth and income funds have two components. These funds invest in stocks with high capital appreciation potential for growth and dividend-paying stocks for income.
All ranked ETFs meet our Best Fit criteria.
#1 Vanguard Total Stock Market Index Fund (VTI)
Asset Class: Equity
| Loading... | Previous Close: $84.68 |
| Performance (YTD): 16.07% | Avg. Volume: 2,214,418 |
| Fees: 0.06% | Market Cap: Loading... |
Benchmark: CRSP US Total Market Index |
|
#2 iShares S&P Growth Allocation Fund (AOR)
Asset Class: Equity
| Loading... | Previous Close: $36.13 |
| Performance (YTD): 6.81% | Avg. Volume: 45,860 |
| Fees: 0.32% | Market Cap: Loading... |
Benchmark: S&P Target Risk Growth Index |
|
#3 iShares S&P Moderate Allocation Fund (AOM)
Asset Class: Equity
| Loading... | Previous Close: $32.93 |
| Performance (YTD): 4.28% | Avg. Volume: 23,875 |
| Fees: 0.31% | Market Cap: Loading... |
Benchmark: S&P Target Risk Moderate Index |
|
#4 iShares S&P Conservative Allocation Fund (AOK)
Asset Class: Equity
| Loading... | Previous Close: $31.18 |
| Performance (YTD): 2.66% | Avg. Volume: 27,486 |
| Fees: 0.30% | Market Cap: Loading... |
Benchmark: S&P Target Risk Conservative Index |
|
#5 Guggenheim Multi-Asset Income ETF (CVY)
Asset Class: Equity
| Loading... | Previous Close: $24.02 |
| Performance (YTD): 11.15% | Avg. Volume: 285,415 |
| Fees: 0.60% | Market Cap: Loading... |
Benchmark: Zacks Yield Hog Index |
|
iShares S&P Target Date 2010 Index Fund (TZD)
Asset Class: Equity
| Loading... | Previous Close: $34.18 |
| Performance (YTD): 3.97% | Avg. Volume: 1,265 |
| Fees: 0.29% | Market Cap: Loading... |
Benchmark: S&P Target Date 2010 Index |
|
iShares S&P Target Date 2015 Index Fund (TZE)
Asset Class: Equity
| Loading... | Previous Close: $36.01 |
| Performance (YTD): 6.18% | Avg. Volume: 3,412 |
| Fees: 0.29% | Market Cap: Loading... |
Benchmark: S&P Target Date 2015 Index |
|
iShares S&P Target Date 2020 Index Fund (TZG)
Asset Class: Equity
| Loading... | Previous Close: $37.19 |
| Performance (YTD): 6.47% | Avg. Volume: 4,870 |
| Fees: 0.29% | Market Cap: Loading... |
Benchmark: S&P Target Date 2020 Index |
|
iShares S&P Target Date 2025 Index Fund (TZI)
Asset Class: Equity
| Loading... | Previous Close: $38.10 |
| Performance (YTD): 8.17% | Avg. Volume: 6,770 |
| Fees: 0.30% | Market Cap: Loading... |
Benchmark: S&P Target Date 2025 Index |
|
iShares S&P Target Date 2030 Index Fund (TZL)
Asset Class: Equity
| Loading... | Previous Close: $38.83 |
| Performance (YTD): 8.82% | Avg. Volume: 3,084 |
| Fees: 0.29% | Market Cap: Loading... |
Benchmark: S&P Target Date 2030 Index |
|
