Vanguard Target Retirement Fund Quote
| VTIVX Fund | USD 30.64 0.22 0.72% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Vanguard Target is trading at 30.64 as of the 30th of January 2025; that is 0.72 percent up since the beginning of the trading day. The fund's open price was 30.42. Vanguard Target has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2045 . The funds asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.. More on Vanguard Target Retirement
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Fund Concentration | Vanguard Funds, Large Blend Funds, Target-Date 2045 Funds, Target-Date 2045, Vanguard, Large Blend, Target-Date 2045 (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Vanguard Target Retirement [VTIVX] is traded in USA and was established 30th of January 2025. Vanguard Target is listed under Vanguard category by Fama And French industry classification. The fund is listed under Target-Date 2045 category and is part of Vanguard family. This fund at this time has accumulated 66.7 B in net assets with minimum initial investment of 1 K. Vanguard Target Reti is currently producing year-to-date (YTD) return of 3.13% with the current yeild of 0.02%, while the total return for the last 3 years was 7.11%.
Check Vanguard Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Target Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Target Retirement Mutual Fund Constituents
| VGTSX | Vanguard Total International | Mutual Fund | Foreign Large Blend | |
| VTBIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond | |
| VTIBX | Vanguard Total International | Mutual Fund | World Bond-USD Hedged | |
| VTIIX | Vontobel International Equity | Mutual Fund | World Bond-USD Hedged | |
| VTSMX | Vanguard Total Stock | Mutual Fund | Large Blend |
Vanguard Target Reti Risk Profiles
| Mean Deviation | 0.4449 | |||
| Semi Deviation | 0.6355 | |||
| Standard Deviation | 0.6141 | |||
| Variance | 0.3771 |
Vanguard Target Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Target financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Target security.
| Portfolio Backtesting Avoid under-diversification and over-optimization by backtesting your portfolios | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |