fund assets will cause the fund to underperform other funds with a similar investment objective. 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 2040 when an investor in the fund would retire ...
The Fund invests in a mix of Vanguard mutual funds (underlying 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 target year). The Fund is designed for an investor who plans to withdraw ...
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 work force. The Fund will gradually shift its emphasis from more aggr...
Each Vanguard Target Retirement Fund comes with atarget datethat identifies the earliest year its investors are expected to retire. For example, theVanguard Target Retirement Fund 2030is aimed at investors who plan to flick the Vs to working life between 2030 and 2034, while theVanguard Target Re...
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 year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An investment in the ...
"The Vanguard Target Retirement Funds offer a globally diversified portfolio of stocks and bonds in a single fund that changes its asset allocation as investors move closer to retirement," Roach says. "Investors need only to pick the fund with the date closest to when they expect to retire, ...
Vanguard 旗下的 Target Retirement 目标日期 FOF 共包含 22 只产品,其中零售类 11 只,规模合计 2518.91 亿美元,起投金额为 1000 美元。VANGUARD TARGET RETIRE 2025(VTTVX)为美国最大的个人养老目标日期 FOF,规模为 406.72 亿美元,目标客 群的出生年份为 1958-1962 年。即使是客户已经处于退休状态,Vanguard 还...
2. The Vanguard Target Retirement 2045 Fund (VTIVX) The Vanguard Target Retirement 2045 Fund offers a one-stop, broadly diversified portfolio for investors who plan to retire between 2043 and 2047. Like other Vanguard target retirement funds, this fund invests in Vanguardindex funds. It has an...
Although Vanguard is a large broker, they have limited research and account amenities one would expect from a large broker. Vanguard was built for the target buy-and-hold client, and has dispensed with almost everything non-essential in the process. ...