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Vanguard Chester Funds - Institutional Target Retirement 2020 Fund (VITWX)

25.69 -0.11 (-0.43%)
At close: February 11 at 8:01 PM EST
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DELL
  • Previous Close 25.80
  • YTD Return -4.15%
  • Expense Ratio 0.09%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 29.75B
  • Beta (5Y Monthly) 0.82
  • Yield 2.01%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.25
  • Inception Date Jun 26, 2015

The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. 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 2020 (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 2020

Fund Category

29.75B

Net Assets

2015-06-26

Inception Date

Performance Overview: VITWX

Trailing returns as of 2/11/2022. Category is Target-Date 2020.

YTD Return

VITWX
4.15%
Category
5.78%
 

1-Year Return

VITWX
1.21%
Category
18.91%
 

3-Year Return

VITWX
9.40%
Category
9.48%
 

5-Year Return

VITWX
9.28%
Category
8.82%
 

Holdings: VITWX

Top 5 Holdings (98.52% of Total Assets)

SymbolCompany% Assets
VTBIX
Vanguard Total Bond Market II Idx Inv 30.02%
VITSX
Vanguard Total Stock Market Idx I 26.87%
VGTSX
Vanguard Total Intl Stock Index Inv 18.38%
VTIEX
Vanguard Total International Bond II Index Fund 13.50%
VTAPX
Vanguard Shrt-Term Infl-Prot Sec Idx Adm 9.75%

Sector Weightings

SectorVITWX
Technology   21.44%
Healthcare   11.52%
Industrials   10.66%
Real Estate   3.64%
Energy   3.52%
Utilities   2.59%

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