Fund Target Date 2041 - 2045 Morningstar category Profile and investment Fund typeOpen Ended Investment Company Investment style (stocks)Market Cap: Large Investment Style: Blend Investment style (bonds)Credit Quality: Mid Interest-Rate Sensitivity: Ext ...
The Vanguard Star Fund Investor Shares is a balanced fund between stocks and fixed income, and falls into Morningstar’s allocation – 50 to 70 percent equity category. The category includes a wide range of funds with varying strategies.As of December 2016, the fund’s allocation to stocks wa...
asset class balanced category target-date 2036-2040 inception date 06/07/2006 fund number 0696 ratings risk / reward scale start of risk scale. on a scale of 1 to 5, 1 is less risk less reward, 5 is more risk more reward the fund risk level is a 4 less more end of risk scale. ...
Target Date Funds (TDFs) get their name because they adjust their portfolio holdings automatically over time based on a given target retirement date. The overall growth of TDF assets continues, especially within employer-based 401(k) and 403(b) retirement plans. Morningstar recently released its ...
The Vanguard Long Term Investment Grade Fund falls within Morningstar’s corporate bond category. The fund invests primarily in high-quality investment-grade bonds that are issued by corporations and that have an average maturity in the 15- to 25-year range. Morningstar indicates that the fund’...
Get the latest Vanguard Intermediate Term Tax-Exempt Fund (VWITX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.
index fund to achieve its target allocation to non-u.s bonds © 2023 morningstar, inc. all rights reserved. the information contained herein: (1) is proprietary to morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. neither...
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Investors can access bank loans via the(BKLNB+).BKLNis based on the MorningstarLSTAUS Leveraged Loan 100 Index. The ETF’s underlying index tracks the market-weighted performance of the largest institutional leveraged loans based on market weightings, spreads, and interest payments, according to ...
Get the latest Vanguard High Dividend Yield Indx ETF (VYM) fund price, news, buy or sell recommendation, and investing advice from Wall Street professionals.