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Vanguard Target Retirement 2020 Fund VTWNX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 27.09  /  −0.04 %
  • Total Assets 38.3 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.85%
  • Turnover 3%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 PM GMT+0

Morningstar’s Analysis VTWNX

Will VTWNX outperform in future?

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

Setting the standard.

Director Jason Kephart

Jason Kephart

Director

Summary

When it comes to investing, straightforward and low costs have always been a tough combination to beat, and Vanguard’s target-date series sets the standard in both features. It continues to earn a Morningstar Analyst Rating of Silver for its single share class.

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Portfolio Holdings VTWNX

  • 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 Bond Market II Idx Inv

33.54 12.8 Bil

Vanguard Total Stock Mkt Idx Instl Pls

23.20 8.9 Bil

Vanguard Total Intl Stock Index Inv

15.88 6.1 Bil

Vanguard Total Intl Bd II Idx Insl

14.70 5.6 Bil

Vanguard Shrt-Term Infl-Prot Sec Idx Adm

11.93 4.6 Bil

Mktliq 12/31/2049

0.76 290.5 Mil
Cash and Equivalents

Us Dollar

−0.02 −6.7 Mil
Cash and Equivalents