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Vanguard Target Retirement 2040 Trust Ii (0P0000PW1X)

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53.040 -0.610    -1.14%
12/04 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 96.72B
The Vanguard Target Retire 2040 Trust II 53.040 -0.610 -1.14%

Vanguard Target Retirement 2040 Trust Ii Overview

 
Find basic information about the Vanguard Target Retirement 2040 Trust Ii 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 0P0000PW1X MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US92202V6662)
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Rating
1-Year Change15.28%
Prev. Close53.65
Risk Rating
TTM YieldN/A
ROE24.75%
IssuerVanguard
Turnover7.06%
ROA9.82%
Inception DateFeb 29, 2008
Total Assets96.72B
ExpensesN/A
Min. InvestmentN/A
Market Cap86.23B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1058 1058 1179 1149 1540 2163
Fund Return 5.81% 5.81% 17.93% 4.75% 9.02% 8.02%
Place in category - - - - - -
% in Category 76 76 71 50 46 34

Top Bond Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 145.08B -0.80 -2.42 1.48
  Vanguard Total Bond Market II Idx I 138.79B -0.82 -2.49 1.41
  US9229065084 117.88B 1.32 2.65 1.46
  Vanguard Target Retire Trust Plus35 105.02B 5.19 4.12 7.53
  The Vanguard Target Retire 2035 Tr1 105.02B 5.19 4.11 7.52

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 96.72B 5.83 4.77 8.04
  Vanguard Target Retire Trust Plus40 96.72B 5.83 4.78 8.05
  Vanguard Target Retirement 2040 Inv 85.09B 5.85 4.69 7.95
  American Funds 2040 Trgt Date RetR6 29.15B 7.21 5.83 9.17
  Fidelity Freedom Index 2040 Instl 13.17B 6.44 5.04 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 47.26 - -
Vanguard Instl Ttl Intl Stk Mkt Idx TrII - 29.79 - -
Vanguard Total Bond Market II Idx I - 15.34 - -
Vanguard Total Intl Bd II Idx Insl - 6.61 - -

Technical Summary

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