VFORX : Vanguard Target Retirement 2040 Fund Investor Shares

VFORX is a Allocation Market Target-Date with LOW fees.

VFORX

Vanguard Target Retirement 2040 Fund Investor Shares

FI Score

93 /100

Expense Ratio Rating

10 /10

Expense Rating

10 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

93% FI Score
  • vforx
  • Mutual Fund
  • Allocation
  • Target-Date

Vanguard Target Retirement 2040 Fund Investor Shares

Expenses: 0.00% (Better than 1% of similar funds)

This is a great choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment 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 2040 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.

Largest Holdings

Amount Holding
49.89% Vanguard Total Stock Mkt Idx Inv
32.83% Vanguard Total Intl Stock Index Inv
11.94% Vanguard Total Bond Market II Idx Inv
4.76% Vanguard Total Intl Bd Idx Investor

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