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. You can also learn who should invest in this mutual fund. 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. All investing is subject to risk. 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 Vanguard Target Retirement 2025 Fund has a target date that ranges from 2021 to 2025. Your plan offers the following diversified lineup of funds. Unlock our full analysis with Morningstar Premium. The Vanguard Target Retirement 2015 fund is one of a series of Vanguard’s life-cycle funds using a targeted-maturity approach. 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. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Po Box 2600 Vm #v34. Vanguard - Vanguard Target Retirement 2015 Fund. 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. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Find real-time VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares stock quotes, company profile, news and forecasts from CNN Business. 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. Vanguard Chester Funds. Because the fund is very close to its target date, its … 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. Performance charts for Vanguard Target Retirement 2015 Trust I CIT Fund (CIT1463) including intraday, historical and comparison charts, technical analysis and trend lines. Copyright © 2009 Morningstar. Understand Vanguard's principles for investing success. View & analyze the VTXVX fund chart by total assets, risk rating, Min. Find our live Vanguard Target Retirement 2015 Fund Investor Shares fund basic information. 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. Research current and historical price charts, top holdings, management and full profile. © Copyright 2020 Morningstar, Inc. All rights reserved. WANT TO LEARN MORE? Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Terms of Service apply. 800-662-7447. WANT SOME ADVICE? In total that means a cost of 0.48% to 0.50% per year. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Vanguard Target Retirement 2015 Fund Investor Shares. Start with our investor questionnaire. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Vanguard Target Retirement is a suitable target-date series for any investor. See holdings data for Vanguard Target Retirement 2015 Fund (VTXVX). Vanguard Target Retirement 2015 Fund Plain talk about risk The fund is subject to the risks of its underlying funds. 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). 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. If you're already a Vanguard client: Call 800-888-3751. Find our live Vanguard Target Retirement 2015 Fund Investor Shares fund basic information. Privacy Policy and Chart. 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. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. VTXVX | A complete Vanguard Target Retirement 2015 Fund;Investor mutual fund overview by MarketWatch. 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 … 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. The People Pillar is our evaluation of the VTXVX management team’s experience and ability. This site is protected by reCAPTCHA and the Google 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 … Partner with a Vanguard advisor. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Learn more about mutual funds at … Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. VANGUARD TARGET RETIREMENT 2015 INV : Prospectus, cours et cotation du fonds VANGUARD TARGET RETIREMENT 2015 INV géré par pour la société de gestion Vanguard The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. 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. Management Information. USD | NAV as of Dec 19, 2020 | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00. View mutual fund news, mutual fund market and mutual fund interest rates. 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. 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. Less risk through broader diversification. 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. View & analyze the VTXVX fund chart by total assets, risk rating, Min. 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. Target Retirement 2015 Fund - Accumulation overview View has been loaded. Analyze the Fund Vanguard Target Retirement 2015 Fund Investor Shares having Symbol VTXVX for type mutual-funds and perform research on other mutual funds. William … Target-Date 2015 Investment Objective & Strategy The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Compare ETFs … All Rights Reserved. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification 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 Learn How to Read a Morningstar Analyst Report. 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 seeks to provide capital appreciation and current income consistent with its current asset allocation. Each fund is designed to help manage risk while trying to grow your retirement savings. 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. Get quote details and summary for Vanguard Target Retirement 2015 Fund;Investor (VTXVX). NAV price (GBP) As at date 16 Dec 2020 £ 141.84 Change-£0.10-0.07% . Vanguard Target Retirement 2015 Fund Investor Shares Inv (VTXVX) Dividend Growth History: By month or year. Get our overall rating based on a fundamental assessment of the pillars below. 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. See how 9 model portfolios have performed in the past . The Parent Pillar is our rating of VTXVX’s parent organization’s priorities and whether they’re in line with investors’ interests. 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. 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. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. 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. INTERESTED IN EXCHANGE-TRADED FUNDS? What we offer; All products; Target Retirement 2015 Fund - Accumulation Please navigate through tabs to see fund details. 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). investment, market cap and category. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. Overview Price & Performance Portfolio Data Distributions Costs & Minimums . Vanguard Target Retirement Funds give you a straightforward approach to a sophisticated problem: how to invest successfully for retirement. 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