Name Funds
holding
Growth Growth % Return since
30 Jun ‘25
2026
145 -4 -3% 8.48%
2027
145 -4 -3% 10.8%
2028
36 -1 -3% 89.3%
GTE icon
2029
Gran Tierra Energy
GTE
$300M
72 -2 -3% 78%
2030
108 -3 -3% 0.31%
2031
180 -5 -3% 8.91%
2032
142 -4 -3% 17.8%
2033
283 -8 -3% 26.6%
2034
106 -3 -3% 73.4%
2035
35 -1 -3% 34.6%
VMO icon
2036
Invesco Municipal Opportunity Trust
VMO
$639M
105 -3 -3% 3.27%
2037
210 -6 -3% 0.31%
2038
173 -5 -3% 0.04%
2039
172 -5 -3% 31.2%
2040
103 -3 -3% 3.65%
2041
34 -1 -3% 4.17%
2042
34 -1 -3% 0.78%
2043
102 -3 -3% 19.8%
2044
102 -3 -3% 6.13%
2045
136 -4 -3% 32.8%
2046
204 -6 -3% 25.5%
2047
238 -7 -3% 30.9%
2048
101 -3 -3% 2.47%
2049
101 -3 -3% 1.47%
2050
202 -6 -3% 75.4%