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Vanguard Target Retirement 2040 Fund (VFORX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
35.37-0.42 (-1.17%)
As of 08:06AM EST. Market open.
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Overall Portfolio Composition (%)

Cash4.95%
Stocks76.98%
Bonds17.75%
Others0.01%
Preferred0.01%
Convertable0.18%

Sector Weightings (%)

Sector(s)
VFORX
Basic Materials
4.79%
Consumer Cyclical
11.84%
Financial Services
14.98%
Real Estate
3.74%
Consumer Defensive
6.49%
Healthcare
11.76%
Utilities
2.68%
Communication Services
8.15%
Energy
3.49%
Industrials
10.79%
Technology
21.29%

Equity Holdings

AverageVFORXCategory Average
Price/Earnings18.3723.13
Price/Book2.672.89
Price/Sales1.852.12
Price/Cashflow13.1414.1
Median Market Cap68,815.9169,227.1
3 Year Earnings Growth14.2412.06

Bond Holdings

AverageVFORXCategory Average
Maturity9.088.06
Duration7.356.63
Credit QualityN/AN/A

Bond Ratings

Sector(s)VFORX
US Government0.00%
AAA54.71%
AA10.33%
A17.67%
BBB16.53%
BB0.00%
B0.00%
Below B0.44%
Others0.32%

Top 4 Holdings (98.44% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Vanguard Total Stock Mkt Idx InvVTSMX47.32%
Vanguard Total Intl Stock Index InvVGTSX32.30%
Vanguard Total Bond Market II Idx InvVTBIX12.96%
Vanguard Total Intl Bd II Idx InvestorVTIIX5.86%
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