Vanguard Target Retirement Fund Quote

VFORX Fund  USD 43.61  0.08  0.18%   

Performance

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Odds Of Distress

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Vanguard Target is trading at 43.61 as of the 23rd of March 2025; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 43.69. Vanguard Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2040 . The funds asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.. More on Vanguard Target Retirement

Moving together with Vanguard Mutual Fund

  0.89VMIAX Vanguard Materials IndexPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Vanguard, Large Blend, Target-Date 2040 (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Vanguard Target Retirement [VFORX] is traded in USA and was established 23rd of March 2025. Vanguard Target is listed under Vanguard category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Vanguard family. This fund at this time has accumulated 74.2 B in net assets with minimum initial investment of 1 K. Vanguard Target Reti is currently producing year-to-date (YTD) return of 0.42% with the current yeild of 0.02%, while the total return for the last 3 years was 7.79%.
Check Vanguard Target Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Target Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vanguard Target Retirement Mutual Fund Constituents

VGTSXVanguard Total InternationalMutual FundForeign Large Blend
VTBIXVanguard Total BondMutual FundIntermediate Core Bond
VTIBXVanguard Total InternationalMutual FundWorld Bond-USD Hedged
VTIIXVontobel International EquityMutual FundWorld Bond-USD Hedged
VTSMXVanguard Total StockMutual FundLarge Blend
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Vanguard Target Reti Risk Profiles

Vanguard Target Against Markets

Other Information on Investing in Vanguard Mutual Fund

Vanguard Target financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Target security.
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