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Vanguard Target Retirement 2040 Fund (VFORX)

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40.10 +0.32    +0.80%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 85.09B
Vanguard Target Retirement 2040 Inv 40.10 +0.32 +0.80%

Vanguard Target Retirement 2040 Fund 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. (ISIN: US92202E8701)
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Rating
1-Year Change9.47%
Prev. Close39.78
Risk Rating
TTM Yield2.25%
ROE24.78%
IssuerVanguard
Turnover1%
ROA9.84%
Inception DateJun 07, 2006
Total Assets85.09B
Expenses0%
Min. Investment1,000
Market Cap86.64B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1059 1059 1179 1148 1536 2150
Fund Return 5.85% 5.85% 17.94% 4.69% 8.96% 7.95%
Place in category 165 165 143 107 86 34
% in Category 72 72 70 55 50 41

Top Bond Funds by Vanguard

  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 116.47B 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%
  Vanguard Target Retire Trust Plus40 96.72B 5.83 4.78 8.05
  The Vanguard Target Retire 2040 Tr1 96.72B 5.83 4.77 8.04
  The Vanguard Target Retire 2040 Tr2 96.72B 5.81 4.75 8.02
  American Funds 2040 Trgt Date RetR6 28B 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 - 47.20 - -
Vanguard Total Intl Stock Index Inv - 29.89 - -
Vanguard Total Bond Market II Idx Inv - 15.40 - -
Vanguard Total Intl Bd II Idx Insl - 6.61 - -

Technical Summary

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

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rasel khan rasel khan
rasel khan rasel khan Jul 14, 2023 2:29PM ET
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Hi my many Window Send help you
Haz Matt
Haz Matt Mar 10, 2020 5:31AM ET
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eyes open yet or head in the sand still?
Ashley Lawton
Ashley Lawton Mar 10, 2020 5:31AM ET
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so i was being told I didn't know what I was talking about but this is my money
Zoo Monkey
Zoo Monkey Aug 20, 2019 1:10PM ET
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John is right. democrats cant produce anything they can only grab and redistribute.
John Terwilliger
John Terwilliger Jan 15, 2019 7:14AM ET
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With the Dems in charge of the house, I can see the end of our retirement savings going into the toilet. Nothing ever good comes out of them....So sad
Haz Matt
Haz Matt Jan 15, 2019 7:14AM ET
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: open your eyes dude.
Zoo Monkey
Zoo Monkey Jan 15, 2019 7:14AM ET
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John is right. democrats cant produce anything they can only grab and redistribute.
Yevo Stalsta
Yevo Stalsta Jan 15, 2019 7:14AM ET
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I know, late to the party. democrats are a bunch of people who were taught, trained, conditioned to destroy the USA. They literally think what's wrong is right.
 
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