Long-term bond funds invest in securities with maturities beyond ten years. Higher yields come with greater interest-rate sensitivity — prices move more sharply with rate changes. Suitable for investors with very long time horizons or those seeking maximum income.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VBLAX (Vanguard Long-Term Bond Fund) | NA | NA | NA | NA | NA | NA | NA | … | … |
| FLBAX (FIDELITY LONG-TERM TREASURY BOND INDEX FUND PREMIUM CLASS) | NA | -7.27% | 0.31% | 3.90% | 4.86% | NA | NA | … | … |
| VWETX (VANGUARD LONG-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) | NA | -5.23% | 3.89% | 5.52% | 8.48% | 6.17% | NA | … | … |
| PLDTX (LOW DURATION FUND II INSTITUTIONAL) | NA | 0.07% | 1.30% | 0.93% | 2.46% | 2.65% | 3.37% | … | … |
| PGLIX (LARGECAP GROWTH FUND INSTITUTIONAL CLASS) | NA | 2.75% | 9.14% | 9.66% | 13.15% | 8.25% | NA | … | … |
| TPLIX (TIMOTHY LARGE/MIP-CAP GROWTH FUND TIMOTHY LARGE/MIP-CAP GROWTH FUND CLASS I) | NA | -1.22% | 6.41% | 6.81% | NA | NA | NA | … | … |
| LGILX (LAUDUS U.S. LARGE CAP GROWTH FUND LAUDUS U.S. LARGE CAP GROWTH FUND) | NA | 10.64% | 13.42% | 12.90% | 17.17% | 11.17% | 6.01% | … | … |
Data as of 11/12/2018, Common starting date is 02/07/2019
Recent Articles
- Amazon 401(k) Plan Review: 50% Match, 1.1M Participants, and the 3-Year Vesting Catch
- Citizens Financial Group 401(k) Review: Dollar-for-Dollar Match Up to 4% With Immediate Vesting
- Target’s 401(k) Review: 100% Match on 5% with Immediate Vesting
- Eversource 401(k) Plan Review: Choose Your Match — 3% or 8%, Immediate Vesting Either Way
- Delta’s 401(k): 9% Employer Contribution, 367 Funds, and a Smart Auto-Escalation Design
- Providence Health’s 100% Match on 6% and $600M Pay Raise: What Employees Need to Know
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …
