Vanguard 2040 Fund Fact Sheet - Morningstar lifetime mod 2040 tr usd the index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as. Web as of november 27, 2023, the fund has assets totaling almost $70.44 billion invested in 6 different holdings. Expense ratio as of 12/31/23. Web vanguard target retirement 2040 fund uses an asset allocation strategy designed for investors planning to retire between 2038 and 2042. Web fact sheet | december 31, 2023. Web the fund invests in a mix of vanguard mutual funds (underlying 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). Target retirement 2040 composite ix. Vanguard target retirement 2040 trust select seeks to provide capital appreciation and current income consistent with its current asset allocation. Growth of a $10,000 investment: The fund 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:
Its portfolio consists of other vanguard stock or bond index funds. Vanguard target retirement 2040 trust select seeks to provide capital appreciation and current income consistent with its current asset allocation. $18,965 fund as of 12/31/23. The fund 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: Web vanguard target retirement 2040 fund uses an asset allocation strategy designed for investors planning to retire between 2038 and 2042. Growth of a $10,000 investment: Morningstar lifetime mod 2040 tr usd the index measures the performance of a portfolio of global equities, bonds and traditional inflation hedges such as. Target retirement 2040 composite ix. Web the fund invests in a mix of vanguard mutual funds (underlying 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). June 30, 2015— december 31, 2023. Web fact sheet | december 31, 2023. Expense ratio as of 12/31/23. Web as of november 27, 2023, the fund has assets totaling almost $70.44 billion invested in 6 different holdings.