Vanguard Target Retirement is a suitable target-date series for any investor. Our conviction in the team and process is unchanged, but under our new Morningstar Analyst Rating methodology, its two share classes have been downgraded to Silver from Gold, given the small return differential between target-date series and the presence of other highly rated peers.
Vanguard Target Retirement 2065 Inv VLXVX
NAV / 1-Day Return
26.86
/
0.15
%
Total Assets
852.6 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.150%
Expense Ratio
0.150%
Fee Level
Low
Longest Manager Tenure
3.38
years
Category
US Fund Target-Date 2060+
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.90%
Turnover
2%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 a top choice.
