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Vanguard Target Retirement 2045 Inv (VTIVX)

19.03 Up 0.01(0.05%) Jul 24

Profile as of Jun 29, 2014Get Profile for:
Vanguard Target Retirement 2045 Inv
Po Box 2600 Vm #v34
Phone: 800-662-7447
Fund Overview 
Category:Target Date 2041-2045
Fund Family:Vanguard
Net Assets:14.45B
Year-to-Date Return:6.36%
Morningstar Rating:4 stars
Fund Inception Date:Oct 27, 2003
Morningstar Style Box 
Target Date 2041-2045
[View Category Definition]
View Top Target Date 2041-2045 Funds
About the Morningstar Style Box
Management Information 
William H. 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:1,000
Min Initial Investment, AIP:N/A
Min Subsequent Investment:100
Min Subsequent Investment, IRA:100
Min Subsequent Investment, AIP:N/A
VTIVX can be purchased from 98 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 2045 (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 25, 2013) : 0.33
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 23, 2014) : 10.00%
Average for Category:25.35%
Fees & Expenses 
ExpenseVTIVXCategory Avg
Annual Report Expense Ratio (net):0.00%0.47%
Prospectus Net Expense Ratio:0.18%N/A
Prospectus Gross Expense Ratio:0.18%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.25%
Max Deferred Sales Load: N/A2.06%
3 Yr Expense Projection*:58677
5 Yr Expense Projection*:1011,088
10 Yr Expense Projection*:2302,208
* Per $10,000 invested