Enter your desired monthly investment amount and the range for your targeted retirement.
As a self-directed investor you control your investments. This tool provides Target Date Funds to consider. Carefully consider your unique financial situation and goals when selecting a Target Date Fund.
Funds listed are not intended to be investment advice, nor a recommendation to buy, sell or exchange any particular security. ShareBuilder makes no representation regarding the likelihood or probability that any investment will in fact achieve a particular investment goal. We are unable to predict or forecast market fluctuations or other uncertainties that may affect the value of any investment. Target Date Funds listed in this tool represents the universe of all Target Date Funds offered by ShareBuilder as of 02/27/2014. These funds will be reviewed in the first quarter of each calendar year to ensure the funds offered in this tool represent all Target Date Funds offered by ShareBuilder. If any funds are removed in the meantime, ShareBuilder will take reasonable efforts to update the list of funds. Investors can also access a more comprehensive list of Target Date Funds using our Investment Screener tool.
Target Date Funds: Target Date Funds are investments in securities that attempt to rebalance asset allocations according to a particular time horizon generally becoming more conservative as the fund’s target year is reached. Investment in these types of funds does not guarantee against losses or that a particular return at the target date will be achieved as factors such as investment amount or savings rate are not considered. Individual risk tolerance is not considered and the underlying assets such as mutual funds and exchange traded funds may carry additional risks due to the assets held in those underlying portfolios. These types of funds are not suitable for all investors and you should carefully review the fund’s prospectus for specific fund risks, objectives, and expenses before investing. Due to the active management and underlying investments, these funds may carry more ongoing costs than other assets.
ETF & Mutual Fund Investors: You should carefully consider a fund’s investment objectives, risks, charges and expenses before investing. For a prospectus containing this and other important information, please visit the fund's detailed quote page, or contact a ShareBuilder Customer Service Associate. Please read the prospectus carefully before investing. Learn more about the differences between mutual funds and ETFs.
Mutual Fund Net Asset Value: The quotes represent the net asset value (NAV) of the fund and are updated once per market day, shortly after the market closes.
Mutual Fund Compensation: Capital One Investing, LLC receives compensation from fund companies participating in its no-load, no-transaction fee program for recordkeeping, shareholder and other administrative services. For additional information, please review our Mutual Fund Disclosure.
Where does this research content come from? See our Research Content Disclosure. Delayed quotes: NYSE, NASDAQ and Amex - at least 15 minutes delay. BATS: BATS Exchange real-time quotes may be delayed up to 10 minutes compared to a composite real-time quote. BATS quotes include market cap information from outside sources that's delayed at least 15 minutes. OTC Data provided by OTC Markets Group Inc.
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Securities products are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
ShareBuilder and Capital One ShareBuilder are marketing names for Capital One Investing, LLC. ShareBuilder 401k and ShareBuilder Advisors are the marketing names for Capital One Advisors, LLC.
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