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Copyright © 2009 Morningstar. Get information about the top portfolio holding of the Vanguard Target Retirement 2015 Inv (VTXVX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. Learn more about mutual funds at … Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $20,479 Fund as of 12/31/19 $20,746 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on the fees … RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Ongoing charges for each target fund are shown below in blue and this component dominates the total cost of owning Vanguard Target Retirement Funds and is 0.24% per year. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Vanguard Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. Partner with a Vanguard advisor. The Vanguard Target Retirement 2015 fund is one of a series of Vanguard’s life-cycle funds using a targeted-maturity approach. All investing is subject to risk. William … View & analyze the VTXVX fund chart by total assets, risk rating, Min. WANT SOME ADVICE? 800-662-7447. Vanguard - Vanguard Target Retirement 2015 Fund. Performance charts for Vanguard Target Retirement 2015 Trust I CIT Fund (CIT1463) including intraday, historical and comparison charts, technical analysis and trend lines. Valley Forge, PA 19482. Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: June 30, 2015— December 31, 2019 $12,978 Fund as of 12/31/19 $13,053 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on … Our conviction in the team and process is unchanged, but under our new Morningstar Analyst Rating methodology, its two share classes have been downgraded to Silver from Gold, given the small return differential between target-date series and the presence of other highly rated peers. Privacy Policy and VANGUARD TARGET RETIREMENT 2015 INV : Prospectus, cours et cotation du fonds VANGUARD TARGET RETIREMENT 2015 INV géré par pour la société de gestion Vanguard Get our overall rating based on a fundamental assessment of the pillars below. The Parent Pillar is our rating of VTXVX’s parent organization’s priorities and whether they’re in line with investors’ interests. Start with our investor questionnaire. Management Information. © Copyright 2020 Morningstar, Inc. All rights reserved. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. If you're already a Vanguard client: Call 800-888-3751. Account fees add 0.15% per year and transaction costs start at 0.11% for the 2015 fund and fall to 0.09% for the 2065 fund. Vanguard Target Retirement 2015 Fund Investor Shares. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. We and our service providers may use data collected on our website or when you open e-mails from Vanguard, together with other information we have about you and your Vanguard relationships, to serve Vanguard ads to you on other sites as you browse the web. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. We and our service providers may use data collected on our website or when you open e-mails from Vanguard, together with other information we have about you and your Vanguard relationships, to serve Vanguard ads to you on other sites as you browse the web. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015 (the target year). Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. Terms of Service apply. View mutual fund news, mutual fund market and mutual fund interest rates. Find our live Vanguard Target Retirement 2015 Fund Investor Shares fund basic information. The Fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015. Research current and historical price charts, top holdings, management and full profile. In total that means a cost of 0.48% to 0.50% per year. Po Box 2600 Vm #v34. What we offer; All products; Target Retirement 2015 Fund - Accumulation Please navigate through tabs to see fund details. View & analyze the VTXVX fund chart by total assets, risk rating, Min. Target-Date 2015 Investment Objective & Strategy The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. NAV price (GBP) As at date 16 Dec 2020 £ 141.84 Change-£0.10-0.07% . Target Retirement 2015 Fund - Accumulation overview View has been loaded. This mutual fund profile of the Target Retirement 2015 provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Find the latest Vanguard Target Retirement 2015 (VTXVX) stock quote, history, news and other vital information to help you with your stock trading and investing. USD | NAV as of Dec 19, 2020 | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. The trust seeks to provide growth of capital and current income consistent with its current target allocation by investing in a gradually more conservative mix of the following Vanguard funds: Total See how 9 model portfolios have performed in the past . Each fund is designed to help manage risk while trying to grow your retirement savings. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Vanguard Institutional Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. Vanguard Target Retirement 2015 Fund Investor Shares Inv (VTXVX) Dividend Growth History: By month or year. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTXVX’s performance objective and investment process is for both security selection and portfolio construction. This site is protected by reCAPTCHA and the Google Compare ETFs … The People Pillar is our evaluation of the VTXVX management team’s experience and ability. All Rights Reserved. Research information including asset allocation, sector weightings and top holdings for Vanguard Target Retirement 2015 Fund. The Vanguard Target Retirement 2015 Fund made its debut in October of 2003 and VTXVX has managed to accumulate roughly $15.84 billion in assets, as of the most recently available information. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Chart. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Your plan offers the following diversified lineup of funds. Understand Vanguard's principles for investing success. The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein. This mutual fund profile of the Target Retire 2015 Tr II provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. You can also learn who should invest in this mutual fund. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. investment, market cap and category. Vanguard Institutional Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015 (the target year). Learn How to Read a Morningstar Analyst Report. Vanguard Target Retirement is a suitable target-date series for any investor. Vanguard Target Retirement 2015 Fund Plain talk about risk The fund is subject to the risks of its underlying funds. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Get quote details and summary for Vanguard Target Retirement 2015 Fund;Investor (VTXVX). INTERESTED IN EXCHANGE-TRADED FUNDS? WANT TO LEARN MORE? Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: June 30, 2015— December 31, 2019 $12,978 Fund as of 12/31/19 $13,053 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on … Vanguard Chester Funds. The Vanguard Target Retirement 2025 Fund has a target date that ranges from 2021 to 2025. Less risk through broader diversification. Find real-time VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares stock quotes, company profile, news and forecasts from CNN Business. VTXVX | A complete Vanguard Target Retirement 2015 Fund;Investor mutual fund overview by MarketWatch. Unlock our full analysis with Morningstar Premium. Overview Price & Performance Portfolio Data Distributions Costs & Minimums . Because the fund is very close to its target date, its … Industrial Average, s & P 500, Nasdaq, and Morningstar (! Its underlying funds view has been loaded vanguard target retirement 2015 & Minimums … find our live Vanguard Retirement. To help manage risk while trying to grow your Retirement savings Declare,. Offer ; All products ; Target Retirement 2015 Trust uses an asset allocation management and full profile our overall based! The VTXVX fund chart by total assets, risk rating, Min a. 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