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Vanguard Target Retirement 2040 Fund (VFORX)

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44.71 +0.12    +0.27%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 91.1B
Vanguard Target Retirement 2040 Inv 44.71 +0.12 +0.27%

VFORX Overview

 
Find basic information about the Vanguard Target Retirement 2040 Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VFORX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change17.5%
Prev. Close44.59
Risk Rating
TTM Yield2.13%
ROE25.10%
IssuerVanguard
Turnover2%
ROA10.87%
Inception DateJun 07, 2006
Total Assets91.1B
Expenses0%
Min. Investment1,000
Market Cap100.14B
CategoryTarget - Date 2040
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Vanguard Target Retirement 2040 Fund Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1121 1018 1268 1112 1530 2171
Fund Return 12.06% 1.83% 26.76% 3.59% 8.88% 8.06%
Place in category 137 44 147 75 86 42
% in Category 62 22 70 38 51 45

Top Bond Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 158.16B 1.95 -2.20 1.45
  Vanguard Total Bond Market II Idx I 147.14B 1.89 -2.27 1.38
  US9229065084 119.67B 4.44 3.70 1.76
  Vanguard Target Retire Trust Plus35 113.17B 11.08 3.13 7.61
  The Vanguard Target Retire 2035 Tr1 113.17B 11.06 3.12 7.60

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.96B 12.04 3.62 8.14
  The Vanguard Target Retire 2040 Tr2 104.96B 12.03 3.61 8.13
  Vanguard Target Retire Trust Plus40 104.96B 12.05 3.63 8.15
  American Funds 2040 Trgt Date RetR6 32.5B 13.83 4.22 9.29
  Fidelity Freedom Index 2040 Instl 13.95B 12.78 3.65 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 46.30 - -
Vanguard Total Intl Stock Index Inv - 30.14 - -
Vanguard Total Bond Market II Idx Inv - 16.00 - -
Vanguard Total Intl Bd II Idx Insl - 6.92 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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