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Vanguard Target Retirement 2030 Inv VTHRX

Analyst rating as of
NAV / 1-Day Return
42.77  /  0.23 %
Total Assets
44.2 Bil
Adj. Expense Ratio
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
8.20 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.53%
Turnover
21%
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Morningstar’s Analysis

Will VTHRX 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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