The Vanguard Target Retirement 2030 Fund has a target date that ranges from 2026 to 2030. This fund is best for someone who is close to retirement and wants a tax-advantaged account with a more conservative asset allocation to protect their money. Because the fund is close to its target da...
date nav vthrx 02/07/2025 $38.77 portfolio composition allocation to underlying funds as of 12/31/2024 funds target retirement 2030 vanguard total stock market index fund institutional plus shares 37.40% vanguard total bond market ii index fund 9 27.40% vanguard total international stock index ...
According to Vanguard, the fund will continue to shift its asset allocation for seven years after the target date, at which point, it will be identical to theVanguard Target Retirement Income Fund. That fund is a 30%/70% mix of stocks and bonds, and is considered (by Vanguard) to be...
Target Date 2025Target Date 2030 Target Date 2035View All Target Date Allocation Funds ›› IncomeBalancedConservative/BalancedConservative Tactical AllocationUS AllocationInternational Allocation View All Retirement ›› Equity View All Equity ›› ...
“Since introducing the Target Retirement Funds in 2003, Vanguard has only made a few allocation changes. Increased global diversification has been a consistent theme, with the addition of emerging market exposure to “near-dated” funds in 2006, increased exposure to international equities in 2010,...
Spain 0.01% Fund Research as of January 31, 2025 1D 5D 3M 6M YTD 1Y 2Y 3Y 5Y 10Y chevron_right Frequency Daily arrow_drop_down Events arrow_drop_down Adjustments Splits & Divs arrow_drop_down Scale arrow_drop_down Type Line arrow_drop_down ...
It’s the interaction of the target date and the fund’s asset allocation that controls your descent towards a happy retirement. TheTarget Retirement Fund 2030is 61% in equities at the time of writing, with six years to go until the target date of 2030. ...
The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Ind...
consistent with their current asset allocations. PlainTalk About Risk Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the wo...
Investments in Target Retirement Funds are subject to the risks of their underlying funds.The year in the Fund name refers to the approximateyear (the target date)when an investor in the Fund would retire and leave the work force.The Fund wi l l gradual ly shift its emphasis from more agg...