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    Vanguard Target Retirement 2040 Inv (VFORX)

    26.39 Down 0.41(1.53%) Feb 5

    Profile as of Jan 30, 2016Get Profile for:
    Vanguard Target Retirement 2040 Inv
    Vanguard Chester FundsPo Box 2600 Vm #v34Valley Forge, PA 19482
    Phone: 800-662-7447
    Fund Overview 
    Category:Target Date 2036-2040
    Fund Family:Vanguard
    Net Assets:14.93B
    Year-to-Date Return:-4.82%
    Morningstar Rating:4 stars
    Fund Inception Date:Jun 7, 2006
    Morningstar Style Box 
    Target Date 2036-2040
    [View Category Definition]
    View Top Target Date 2036-2040 Funds
    About the Morningstar Style Box
    Management Information 
    William Coleman
    Lead Manager since Feb 22, 2013
    William Coleman, Portfolio Manager. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Fund since 2013. Education: B.S., King’s College; M.B.A., St. Joseph’s University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:1
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    VFORX can be purchased from 83 brokerages.

    Fund Summary 
    The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual 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's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.

    Fund Operations 
    Last Dividend (Dec 28, 2015) : 0.17
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 2, 2016) : 21.00%
    Average for Category:27.05%
    Fees & Expenses 
    ExpenseVFORXCategory Avg
    Annual Report Expense Ratio (net):0.00%0.46%
    Prospectus Net Expense Ratio:0.16%N/A
    Prospectus Gross Expense Ratio:0.16%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.17%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:52662
    5 Yr Expense Projection*:901,265
    10 Yr Expense Projection*:2052,284
    * Per $10,000 invested