Vanguard Target Retirement 2025 Fund: (MF: VTTVX)
(NASDAQ Mutual Funds) As of Aug 30, 2024 08:00 PM ET
$20.09 USD
+0.06 (0.30%)
Fund Description
Vanguard Target Retirement 2025 Fund (VTTVX), provides broad diversification while incrementally decreasing exposure to equities and increasing exposure to bonds as each fund's target retirement date approaches. The funds continue to adjust for approximately seven years after that date until their allocations match that of the Target Retirement Income Fund. Investors in the funds should be able to tolerate the risks that come from the volatility of the stock and bond markets. The 2025 fund invests in four Vanguard index funds, holding approximately 70% of assets in equities and 30% in bonds. - Description provided by Vanguard
Load Information
Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
---|---|---|---|---|---|---|---|
Vanguard Target Retiremt 2025 Inv | VTTVX | NA | NA | 0.00 | 0.00 | 0.00 | 0.08 |
Return Data
Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
---|---|---|---|---|---|---|---|
Vanguard Target Retiremt 2025 Fd | VTTVX | 20.09 | 10/27/2003 | 2.55 | 9.86 | 1.56 | 6.26 |
Investment Information
Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
---|---|---|---|---|---|
Vanguard Target Retiremt 2025 Inv | VTTVX | 1000 | 1 | 0 | A |
Contact Information
Family | Vanguard Group |
Address | 100 Vanguard Blvd. Malvern, PA 19355 |
Phone | 800 662-7447 |