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Vanguard Target Retirement 2020 Fund VTWNX

Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 28.25  /  −0.39 %
  • Total Assets 37.3 Bil
  • Adj. Expense Ratio
    0.080%
  • 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 2.74%
  • Turnover 3%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:17 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.

A fine choice.

Director Jason Kephart

Jason Kephart

Director

Summary

It could be easy to mistake Vanguard Target Retirement’s simplicity as a weakness, but its straightforward no-frills approach and low costs keep investors on the right path to retirement.

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Portfolio Holdings VTWNX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 99.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Bond Market II Idx Inv

33.85 12.6 Bil

Vanguard Total Stock Mkt Idx Instl Pls

22.77 8.5 Bil

Vanguard Total Intl Stock Index Inv

15.28 5.7 Bil

Vanguard Total Intl Bd II Idx Insl

14.62 5.5 Bil

Vanguard Shrt-Term Infl-Prot Sec Idx Adm

12.60 4.7 Bil

Mktliq 12/31/2049

0.85 317.5 Mil
Cash and Equivalents

Us Dollar

0.02 8.7 Mil
Cash and Equivalents