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Vanguard Target Retirement 2040 Fund (VFORX)
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40.46 - YTD Return 5.85%
- Expense Ratio 0.08%
- Category Target-Date 2040
- Last Cap Gain 18.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 85.09B
- Beta (5Y Monthly) 1.15
- Yield 2.25%
- 5y Average Return --
- Holdings Turnover 1.00%
- Last Dividend 0.94
- Inception Date Jun 7, 2006
The fund invests in a mix of 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.
Vanguard
Fund Family
Target-Date 2040
Fund Category
85.09B
Net Assets
2006-06-07
Inception Date
Performance Overview: VFORX
Trailing returns as of 4/23/2024. Category is Target-Date 2040.
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103.74
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77.90
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Holdings: VFORX
Top 4 Holdings (99.13% of Total Assets)
Sector Weightings
SectorVFORX
Technology 23.38%
Financial Services 15.49%
Industrials 11.62%
Healthcare 11.21%
Consumer Cyclical 11.10%
Communication Services 7.03%
Consumer Defensive 6.14%
Energy 4.42%
Basic Materials 4.29%
Real Estate 2.91%
Utilities 2.41%
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