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Morningstar

Vanguard Target Retirement 2030 Fund VTHRX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 33.51  /  0.06 %
  • Total Assets 84.6 Bil
  • Adj. Expense Ratio
    0.080%
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.86%
  • Turnover 11%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis VTHRX

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

People Pillar

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

Setting the standard.

Director Jason Kephart

Jason Kephart

Director

Summary

When it comes to investing, straightforward and low costs have always been a tough combination to beat, and Vanguard’s target-date series sets the standard in both features. It continues to earn a Morningstar Analyst Rating of Silver for its single share class.

by Jason Kephart
Rated on Published on

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Portfolio Holdings VTHRX

More VTHRX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Stock Mkt Idx Instl Pls

38.53
33,252,085,364
—

Vanguard Total Intl Stock Index Inv

25.37
21,898,398,039
—

Vanguard Total Bond Market II Idx Inv

24.41
21,066,994,917
—

Vanguard Total Intl Bd II Idx Insl

10.56
9,109,935,889
—

Mktliq 12/31/2049

1.11
961,371,038
Cash and Equivalents

Us Dollar

0.02
18,113,460
Cash and Equivalents