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Vanguard Target Retirement 2040 Trust Ii (0P0000PW1X)

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58.670 +0.190    +0.32%
22/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 104.96B
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
The Vanguard Target Retire 2040 Trust II 58.670 +0.190 +0.32%

0P0000PW1X Overview

 
Find basic information about the Vanguard Target Retirement 2040 Trust Ii mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000PW1X MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change20.5%
Prev. Close58.48
Risk Rating
TTM YieldN/A
ROE24.80%
IssuerVanguard
Turnover7.38%
ROA10.80%
Inception DateFeb 29, 2008
Total Assets104.96B
ExpensesN/A
Min. InvestmentN/A
Market Cap96.99B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1120 1018 1267 1112 1534 2185
Fund Return 12.03% 1.81% 26.73% 3.61% 8.94% 8.13%
Place in category - - - - - -
% in Category 63 25 71 36 48 36

Top Bond Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 158.16B 1.95 -2.20 1.45
  Vanguard Total Bond Market II Idx I 147.14B 1.89 -2.27 1.38
  US9229065084 119.73B 4.44 3.70 1.76
  The Vanguard Target Retire 2035 Tr1 113.17B 11.06 3.12 7.60
  The Vanguard Target Retire 2035 Tr2 113.17B 11.05 3.11 7.59

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.96B 12.04 3.62 8.14
  Vanguard Target Retire Trust Plus40 104.96B 12.05 3.63 8.15
  Vanguard Target Retirement 2040 Inv 91.1B 12.06 3.59 8.06
  American Funds 2040 Trgt Date RetR6 32.76B 13.83 4.22 9.29
  Fidelity Freedom Index 2040 Instl 13.95B 12.78 3.65 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 46.02 - -
Vanguard Instl Ttl Intl Stk Mkt Idx TrII - 29.61 - -
Vanguard Total Bond Market II Idx I - 16.59 - -
Vanguard Total Intl Bd II Idx Insl - 7.14 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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