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Vanguard Target Retirement 2040 Fund (VFORX)

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44.95 +0.25    +0.56%
00:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 94.06B
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
Vanguard Target Retirement 2040 Inv 44.95 +0.25 +0.56%

VFORX Overview

 
Find basic information about the Vanguard Target Retirement 2040 Fund 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 VFORX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change12.4%
Prev. Close44.7
Risk Rating
TTM Yield2.06%
ROE24.95%
IssuerVanguard
Turnover2%
ROA11%
Inception DateJun 07, 2006
Total Assets94.06B
Expenses0%
Min. Investment1,000
Market Cap99.48B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1158 1031 1213 1172 1546 2209
Fund Return 15.75% 3.06% 21.34% 5.43% 9.11% 8.25%
Place in category 141 98 152 90 89 39
% in Category 67 47 71 47 53 42

Top Bond Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 161.9B 3.02 -1.96 1.48
  Vanguard Total Bond Market II Idx I 150.59B 2.96 -2.03 1.41
  US9229065084 119.36B 4.84 3.83 1.80
  Vanguard Target Retire Trust Plus35 116.55B 14.47 4.79 7.78
  The Vanguard Target Retire 2035 Tr1 116.55B 14.46 4.78 7.76

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 108.35B 15.72 5.44 8.33
  The Vanguard Target Retire 2040 Tr2 108.35B 15.70 5.43 8.31
  Vanguard Target Retire Trust Plus40 108.35B 15.72 5.45 8.34
  American Funds 2040 Trgt Date RetR6 33.01B 17.33 6.15 9.43
  Fidelity Freedom Index 2040 Instl 14.4B 16.61 5.59 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 46.58 - -
Vanguard Total Intl Stock Index Inv - 29.34 - -
Vanguard Total Bond Market II Idx Inv - 16.45 - -
Vanguard Total Intl Bd II Idx Insl - 7.02 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Sell BUY Strong Buy
Summary Neutral Buy Strong Buy
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