|Expense Ratio (net)||0.26%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Low|
|Beta (3Y Monthly)||0.86|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||May 15, 1992|
Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. My Aggressive Retirement Saver Portfolio is designed for an aggressive beginning investor who expects to retire 40 years hence. Given that it's designed to take advantage of the younger investor's ultralong runway--and his high tolerance for short-term volatility--it featured more than 90% in stocks, including healthy dollops of small-cap and international stocks, as well as emerging-markets equities.
Ted could teach a master class on how to live well in retirement without a huge budget. "We're very close, and I'm delighted that she is willing to talk to me about her career, relationships, and finances," Ted wrote. Retirement has given Ted the time to rediscover one of his life's passions: photography.
Question: I am looking for funds for a taxable account. Answer: Morningstar.com's fund quote pages contain many useful data points for evaluating a fund's tax efficiency. Funds that have been tax-efficient in the past may not necessarily be great choices for taxable investors going forward.
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