Vanguard Target Retirement Fund Quote
| VTTVX Fund | USD 18.93 0.02 0.11% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vanguard Target is trading at 18.93 as of the 23rd of March 2025; that is 0.11% down since the beginning of the trading day. The fund's open price was 18.95. 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 2025 . 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
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Target-Date 2025 Funds, Target-Date 2025, Vanguard (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Vanguard Target Retirement [VTTVX] 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 2025 category and is part of Vanguard family. This fund at this time has accumulated 75.53 B in net assets with minimum initial investment of 1 K. Vanguard Target Reti is currently producing year-to-date (YTD) return of 0.8% with the current yeild of 0.03%, while the total return for the last 3 years was 5.57%.
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
| VGTSX | Vanguard Total International | Mutual Fund | Foreign Large Blend | |
| VTBIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
| VTIBX | Vanguard Total International | Mutual Fund | World Bond-USD Hedged | |
| VTIIX | Vontobel International Equity | Mutual Fund | World Bond-USD Hedged | |
| VTIPX | Vanguard Short Term Inflation Protected | Mutual Fund | Short-Term Inflation-Protected Bond | |
| VTSMX | Vanguard Total Stock | Mutual Fund | Large Blend |
Vanguard Target Reti Risk Profiles
| Mean Deviation | 0.4454 | |||
| Standard Deviation | 0.7606 | |||
| Variance | 0.5785 | |||
| Risk Adjusted Performance | (0.09) |
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.
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |