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Vanguard Target Retirement 2040 Fund (VFORX)

These Vanguard Target Retirement Funds offer a comprehensive investment solution, consolidating a diversified portfolio into a single offering whose asset allocation strategy dynamically adapts over time. They achieve broad market exposure by gradually scaling back equity holdings and simultaneously boosting fixed-income investments as the fund's designated retirement year draws nearer. This rebalancing process extends for roughly seven years past the target date, ultimately conforming its asset structure to that of the Target Retirement Income Fund. Prospective investors in these funds must be comfortable with the inherent market fluctuations associated with both equity and bond investments. This particular fund is best suited for individuals whose projected retirement falls within the 2038 to 2042 window.

VFORX Mutual Fund Chart & Stats

$54.70
At close: 4:00 PM EST
$54$54.5$55Oct 5Oct 12Oct 19Oct 26Nov 2
Previous Close
$54.70
Sub-Category
2040
Total Liabilities
$0
Expense Ratio
0.08%
Holding Count
4
Brand
Vanguard Chester Funds
Category
Target-Date Retirement
Total Assets
119.66B
Shares Outstanding
N/A
52-Week Range
$48.29 - $55.90