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    Vanguard Target Retirement 2040 Inv (VFORX)

    29.20 Down 0.03(0.10%) May 31
    Prev Close:29.23
    YTD Return*:2.00%
    Net Assets*:16.20B

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for VFORX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Vanguard Total Stock Mkt Idx Inv53.17N/A
    Vanguard Total Intl Stock Index Inv35.36N/A
    Vanguard Total Bond Market II Idx Inv8.06N/A
    Vanguard Total Intl Bd Idx Investor3.37N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:16.2B
    Category:Target-Date 2040
    Annual Report Expense Ratio (net):0.00%

    Performance & Risk

    YTD Return:2.00%
    5y Avg Return:6.80%
    Rank in Category (ytd):27
    % Rank in Category (ytd):10.51%
    Beta (3y):1.44
    Morningstar Risk Rating:3

    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. View More
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