It could be easy to mistake Vanguard Target Retirement’s simplicity as a weakness, but its straightforward no-frills approach and low costs keep investors on the right path to retirement.
Vanguard Target Retirement 2050 Fund VFIFX
- NAV / 1-Day Return 51.66 / −0.19 %
- Total Assets 75.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.080%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 1.95%
- Turnover 2%
USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0
Morningstar’s Analysis VFIFX
Will VFIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 99.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Vanguard Total Stock Mkt Idx Instl Pls | 53.61 | 40.5 Bil | — |
Vanguard Total Intl Stock Index Inv | 36.01 | 27.2 Bil | — |
Vanguard Total Bond Market II Idx Inv | 6.61 | 5.0 Bil | — |
Vanguard Total Intl Bd II Idx Insl | 2.98 | 2.3 Bil | — |
Mktliq 12/31/2049 | 0.76 | 573.5 Mil | Cash and Equivalents |
Us Dollar | 0.03 | 23.7 Mil | Cash and Equivalents |