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Vanguard Target Retirement 2030 Fund (VTHRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
36.19+0.37 (+1.03%)
At close: 08:01PM EST

Vanguard Target Retirement 2030 Fund

Valley Forge, PA 19482

Po Box 2600 Vm #v34

Vanguard Chester Funds

Management Information
,Lead Manager since February 16, 2023
Roger A. Aliaga-Díaz, Ph.D., is a senior economist with the Investment Strategy Group at Vanguard. Mr. Aliaga-Díaz's areas of expertise are monetary policy and global financial markets. He has published studies on investment and macroeconomic issues and most recently presented his research to the board of governors of the Federal Reserve System, the American Enterprise Institute for Public Policy Research, and the American Economic Association. Before joining Vanguard in 2007, Mr. Aliaga-Díaz was a visiting professor of macroeconomics at Drexel University's LeBow College of Business. He earned his Ph.D. in economics from North Carolina State University and his B.A. in economics from Universidad Nacional de Córdoba, Argentina
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2030
Fund FamilyVanguard
Net Assets88.55B
YTD Return-0.14%
Morningstar Rating★★★★
Inception DateJun 6, 2006

Fund Operations

Last Dividend0.92
Last Cap Gain15.00
Holdings Turnover3.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVTHRXCategory Average
Annual Report Expense Ratio (net)0.08%0.45%
Prospectus Net Expense Ratio0.08%N/A
Prospectus Gross Expense Ratio0.08%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.44%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A