Target Retirement 2015 Fund - Accumulation overview View has been loaded. Vanguard Target Retirement 2015 Fund Plain talk about risk The fund is subject to the risks of its underlying funds. William … 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. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification Your plan offers the following diversified lineup of funds. Less risk through broader diversification. The Vanguard Target Retirement 2025 Fund has a target date that ranges from 2021 to 2025. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Compare ETFs … Each fund is designed to help manage risk while trying to grow your retirement savings. 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). View mutual fund news, mutual fund market and mutual fund interest rates. Copyright © 2009 Morningstar. The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. WANT SOME ADVICE? Chart. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. Vanguard Target Retirement is a suitable target-date series for any investor. INTERESTED IN EXCHANGE-TRADED FUNDS? Analyze the Fund Vanguard Target Retirement 2015 Fund Investor Shares having Symbol VTXVX for type mutual-funds and perform research on other mutual funds. 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. Target-Date 2015 Investment Objective & Strategy The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The People Pillar is our evaluation of the VTXVX management team’s experience and ability. 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. 800-662-7447. Get quote details and summary for Vanguard Target Retirement 2015 Fund;Investor (VTXVX). What we offer; All products; Target Retirement 2015 Fund - Accumulation Please navigate through tabs to see fund details. WANT TO LEARN MORE? Partner with a Vanguard advisor. 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. See how 9 model portfolios have performed in the past . 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. 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. You can also learn who should invest in this mutual fund. 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. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Research current and historical price charts, top holdings, management and full profile. This site is protected by reCAPTCHA and the Google Privacy Policy and Vanguard Target Retirement Funds give you a straightforward approach to a sophisticated problem: how to invest successfully for retirement. NAV price (GBP) As at date 16 Dec 2020 £ 141.84 Change-£0.10-0.07% . USD | NAV as of Dec 19, 2020 | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. VANGUARD TARGET RETIREMENT 2015 INV : Prospectus, cours et cotation du fonds VANGUARD TARGET RETIREMENT 2015 INV géré par pour la société de gestion Vanguard Vanguard Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. Po Box 2600 Vm #v34. 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 … Valley Forge, PA 19482. In total that means a cost of 0.48% to 0.50% per year. 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. 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. The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. 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 … 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. investment, market cap and category. Vanguard Target Retirement 2015 Fund Investor Shares. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. All investing is subject to risk. 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