Name Funds
holding
Growth Growth % Return since
30 Jun ‘25
2026
165 -4 -2% 1.89%
2027
123 -3 -2% 398%
2028
164 -4 -2% 7.46%
DLX icon
2029
Deluxe
DLX
$1.18B
203 -5 -2% 64.7%
2030
81 -2 -2% 1.11%
2031
202 -5 -2% 16.7%
2032
356 -9 -2% 4.95%
2033
79 -2 -2% 2.72%
2034
158 -4 -2% 6.05%
2035
158 -4 -2% 6.4%
NVGS icon
2036
Navigator Holdings
NVGS
$1.26B
118 -3 -2% 36.4%
2037
274 -7 -2% 8.32%
2038
78 -2 -3% 47.6%
2039
233 -6 -3% 46%
2040
388 -10 -3% 13%
2041
116 -3 -3% 40.6%
2042
116 -3 -3% 39.6%
2043
232 -6 -3% 4.17%
2044
192 -5 -3% 4.08%
2045
115 -3 -3% 10.4%
2046
115 -3 -3% 9.38%
2047
153 -4 -3% 26.7%
2048
153 -4 -3% 41.6%
2049
38 -1 -3% 0.45%
2050
38 -1 -3% 0.99%