Morningstar

Vanguard Target Retirement 2050 Fund VFIFX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $65.97  /  +0.37 %
  • Fund Size $107.7B
  • Adjusted Expense Ratio 0.080%
  • Net Expense Ratio 0.000%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.88%
  • Turnover Ratio 2%
NAV and 1-Day Return as of

Morningstar’s Analysis VFIFX

Will VFIFX outperform in the 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.

Keeping calm and carrying on.

Senior Principal Jason Kephart

Jason Kephart

Senior Principal

Summary

As more target-date series tweak their approaches in reaction to market events, Vanguard Target Retirement stands out for its steadfast dedication to a straightforward, broadly diversified, and low-cost retirement solution, one that is a direct reflection of Vanguard's deep-rooted investment philosophy.

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 99.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard MStar Total Stk Mkt Idx Inst Pl

53.69 58B
—

Vanguard Total Intl Stock Index Inv

36.03 39B
—

Vanguard Total Bond Market II Idx Inv

7.02 8B
—

Vanguard Total Intl Bd II Idx Insl

2.75 3B
—

Mktliq 12/31/2049

0.51 548M
Cash and Equivalents

Us Dollar

−0.01 −6M
Cash and Equivalents

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