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Vanguard Target Retirement 2040 Fund VFORX

Analyst rating as of
NAV / 1-Day Return
35.13  /  2.27 %
Total Assets
68.9 Bil
Adj. Expense Ratio
0.080%
Expense Ratio
0.080%
Fee Level
Low
Longest Manager Tenure
9.34 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.25%
Turnover
7%

Morningstar’s Analysis

Will VFORX outperform in future?

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

Still the one to beat

Summary

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Vanguard Target Retirement continues to stand above peers thanks to its simple approach and extremely low costs. It earns a Morningstar Analyst Rating of Silver for its single share class.

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