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Morningstar

Vanguard Target Retirement 2050 Fund VFIFX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 45.52  /  −0.31 %
  • Total Assets 69.3 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.07%
  • Turnover 2%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:49 PM GMT+0

Morningstar’s Analysis VFIFX

Will VFIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VFIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VFIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A fine choice.

Director Jason Kephart

Jason Kephart

Director

Summary

It could be easy to mistake Vanguard Target Retirement’s simplicity as a weakness, but its straightforward no-frills approach and low costs keep investors on the right path to retirement.

by Jason Kephart
Rated on Published on

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Portfolio Holdings VFIFX

More VFIFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Stock Mkt Idx Instl Pls

53.91 37.3 Bil
—

Vanguard Total Intl Stock Index Inv

35.74 24.7 Bil
—

Vanguard Total Bond Market II Idx Inv

6.61 4.6 Bil
—

Vanguard Total Intl Bd II Idx Insl

2.99 2.1 Bil
—

Mktliq 12/31/2049

0.76 527.0 Mil
Cash and Equivalents

Us Dollar

−0.01 −8.9 Mil
Cash and Equivalents