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VFORX

Mutual Fund ticker: NASDAQ

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NET ASSETS

Vanguard Target Retirement 2040 Fund (VFORX) Ownership - Who owns Vanguard Target Retirement 2040 Fund?

The investment seeks to provide capital appreciation and current income consistent with its current asset allocation... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

VFORX

Net Assets

96.2B

Fund Existence

about 19 years

Turnover

2.00

Total Expense Ratio

0.08

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.08

Assets in Top Ten Holdings

81.9B

Average Credit Quality

Average Effective Duration

6.35

Average Effective Maturity

8.49

Fund of Funds

Yes

Fund Share Class Net Assets

96.2B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

6.35

No Load Fund

Yes

Number of Long Holdings

6.00

Number of Net Holdings

6.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

0.08

Weighting Top Ten Holdings

99.43%

Gain YTD

5.576

Annual Yield % from dividends

2.32

Returns for 1 year

8.71

Returns for 3 years

32.90

Returns for 5 years

27.22

Returns for 10 years

56.81

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