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Morningstar

Vanguard Target Retirement 2065 Fund VLXVX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 27.25  /  0.07 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.00%
  • Turnover 2%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VLXVX

Will VLXVX 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 VLXVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VLXVX 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 VLXVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still the one to beat

Director

Summary

| by Jason Kephart

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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