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Vanguard Target Retirement 2015 Inv VTXVX

Analyst rating as of
NAV / 1-Day Return
16.05  /  0.43 %
Total Assets
14.3 Bil
Adj. Expense Ratio
0.120%
Expense Ratio
0.120%
Fee Level
Low
Longest Manager Tenure
8.22 years
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.49%
Turnover
18%
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Morningstar’s Analysis

Will VTXVX 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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