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Morningstar

Vanguard Target Retirement 2020 Fund VTWNX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 26.86  /  0.04 %
  • Total Assets 39.7 Bil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.080%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.41%
  • Turnover 14%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:19 PM GMT+0

Morningstar’s Analysis VTWNX

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

People Pillar

The People Pillar is our evaluation of the VTWNX 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 VTWNX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VTWNX

More VTWNX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 7
  • % Assets in Top 10 Holdings 99.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market II Idx Inv

31.97
12,958,574,853
—

Vanguard Total Stock Mkt Idx Instl Pls

24.99
10,128,579,493
—

Vanguard Total Intl Stock Index Inv

16.96
6,875,599,850
—

Vanguard Total Intl Bd II Idx Insl

14.11
5,720,416,610
—

Vanguard Shrt-Term Infl-Prot Sec Idx Adm

10.92
4,427,429,493
—

Mktliq 12/31/2049

1.03
418,947,401
Cash and Equivalents

Us Dollar

0.02
6,448,533
Cash and Equivalents