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Vanguard Target Retirement 2040 Inv VFORX

Analyst rating as of
NAV / 1-Day Return
48.13  /  0.75 %
Total Assets
34.4 Bil
Adj. Expense Ratio
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
8.21 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.50%
Turnover
13%
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Morningstar’s Analysis

Will VFORX outperform in future?

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

The original low-cost target-date series is still a cut above most peers.

Senior Analyst

Summary

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Vanguard Target Retirement is a suitable target-date series for any investor. It features an engaged management team and an unpretentious approach to portfolio construction. Near-retirees may find the series’ higher equity allocations tough to stomach during market stress, but long-term investors should fare well. It continues to earn a Morningstar Analyst Rating of Silver.

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