|Management Style||passive (index-based)||passive (index-based)|
|Underlying Index||S&P Target Risk Aggressive Index||FTSE Global All Cap Net TR US RIC|
AOA performance & returns
Top 10 Holdings (107.20% of Total Assets)
|iShares Core S&P 500 ETF||IVV||42.89%|
|iShares Core MSCI Intl Dev Mkts ETF||IDEV||23.08%|
|iShares Core Total USD Bond Market ETF||IUSB||18.74%|
|iShares Core MSCI Emerging Markets ETF||IEMG||8.04%|
|iShares Core International Aggt Bd ETF||IAGG||3.36%|
|iShares Core S&P Mid-Cap ETF||IJH||2.64%|
|BlackRock Cash Funds Instl SL Agency||BISXX||1.95%|
AOA prosNone that we could think of.
AOA consNone that we could think of.
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VT performance & returns
Top 10 Holdings (14.63% of Total Assets)
The following are VT strengths from our perspective:
- VT 5-year return is 7.97%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 6.51%.
- VT 10-year return is 8.2%, which is in line with the 10-year return of the benchmark index (MSCI ACWI NR USD), 8.76%.
- VT expense ratio is 0.07%, which is considered low. Nice job picking a low-cost fund.
The following are VT weaknesses from our perspective:
Other relevant VT comparisons
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