Vanguard Target Retirement Fund Quote

VFORX Fund  USD 40.29  0.15  0.37%   

Performance

3 of 100

 
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Insignificant

Odds Of Distress

Less than 22

 
High
 
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Low
Vanguard Target is trading at 40.29 as of the 26th of April 2024; that is -0.37 percent down since the beginning of the trading day. The fund's open price was 40.44. Vanguard Target has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Target Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of January 2024 and ending today, the 26th of April 2024. Click here to learn more.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Vanguard Target is traded on NASDAQ Exchange in the United States. More on Vanguard Target Retirement

Moving together with Vanguard Mutual Fund

  1.0AAGTX American Funds 2040PairCorr
  1.0FAUTX American Funds 2040PairCorr
  0.99FFFFX Fidelity Freedom 2040PairCorr
  0.99FHTKX Fidelity Freedom 2040PairCorr
  1.0FPIPX Fidelity Freedom IndexPairCorr
  1.0FBIFX Fidelity Freedom IndexPairCorr

Vanguard Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Target's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Target or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationTarget Risk Funds, Target-Date 2040, Vanguard, Large Blend, Target-Date 2040 (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date31st of January 2023
Fiscal Year EndSeptember
Vanguard Target Retirement [VFORX] is traded in USA and was established 26th of April 2024. The fund is listed under Target-Date 2040 category and is part of Vanguard family. This fund at this time has accumulated 74.2 B in net assets with minimum initial investment of 1 K. Vanguard Target Reti is currently producing year-to-date (YTD) return of 2.04% with the current yeild of 0.02%, while the total return for the last 3 years was 2.4%.
Check Vanguard Target Probability Of Bankruptcy

Instrument Allocation

Top Vanguard Target Retirement Mutual Fund Constituents

VGTSXVanguard Total InternationalMutual FundForeign Large Blend
VTBIXVanguard Total BondMutual FundIntermediate Core Bond
VTIBXVanguard Total InternationalMutual FundWorld Bond-USD Hedged
VTIIXVontobel International EquityMutual FundWorld Bond-USD Hedged
VTSMXVanguard Total StockMutual FundLarge Blend
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Vanguard Target Reti Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Target market risk premium is the additional return an investor will receive from holding Vanguard Target long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Target. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Target's alpha and beta are two of the key measurements used to evaluate Vanguard Target's performance over the market, the standard measures of volatility play an important role as well.

Vanguard Target Against Markets

Picking the right benchmark for Vanguard Target mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Target mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Target is critical whether you are bullish or bearish towards Vanguard Target Retirement at a given time. Please also check how Vanguard Target's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard Target without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard Target, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Target. To buy Vanguard Target fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Target. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Target fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard Target Retirement fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard Target Retirement fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Target Retirement, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Vanguard Target Retirement?

The danger of trading Vanguard Target Retirement is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Target is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Target. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Target Reti is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Target Retirement. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as various price indices.
You can also try the Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
Please note, there is a significant difference between Vanguard Target's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard Target is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard Target's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.