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Vanguard Target Retirement Income Inv (VTINX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Target Retirement Income Inv (VTINX) Fund

    Last Trade: $13.01 on 11/20/2014, Change: +0.02 (0.15%)

 

Graph of Vanguard Target Retirement Income Inv Fund (VTINX) ManagerFund Manager - William H. Coleman

Fund Manager Information

Fund Manager Tenure: 1.7 years
Fund Family: Vanguard
Fund Category: Retirement Income
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

Graph of Vanguard Target Retirement Income Inv Fund (VTINX) ProfileVanguard Target Retirement Income Inv Fund (VTINX) Profile

Fund Profile and Description

Vanguard Target Retirement Income Inv Fund seeks current income and some capital appreciation. Vanguard Target Retirement Income Inv Fund invests in other Vanguard mutual funds according to an asset allocation designed for investors currently in retirement. It allocates approximately 64% of assets to bonds and money market instruments, and 36% of assets to stocks.

 

Vanguard Target Retirement Income Inv (VTINX) Fund Strength What we like about Vanguard Target Retirement Income Inv (VTINX) Fund

Data for Vanguard Target Retirement Income Inv Fund (VTINX) as of Oct 30, 2014

  • Vanguard Target Retirement Income Inv Fund (VTINX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Vanguard Target Retirement Income Inv Fund (VTINX) has good short-term performance (1-year return 5.85% vs 5.48% Retirement Income category median performance)
  • Vanguard Target Retirement Income Inv Fund (VTINX) has good Long-term performance (5-year return 7.21% vs 6.99% Retirement Income category median performance)
  • Vanguard Target Retirement Income Inv Fund (VTINX) ratio of up-years vs down years is greater than 2
  • Vanguard Target Retirement Income Inv Fund (VTINX) has a Morningstar rating of 4 and above
  • Vanguard Target Retirement Income Inv Fund (VTINX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.58, lower than category average of 4.52
  • Vanguard Target Retirement Income Inv Fund (VTINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Target Retirement Income Inv Fund (VTINX) Weakness What we are cautious about Vanguard Target Retirement Income Inv (VTINX) Fund

Data for Vanguard Target Retirement Income Inv Fund (VTINX) as of Oct 30, 2014

  • Vanguard Target Retirement Income Inv Fund (VTINX) management has been with Vanguard Target Retirement Income Inv Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Target Retirement Income Inv Fund (VTINX) has a less-than-ideal mid-term performance (3-year return 6.42% vs 6.68% Retirement Income category median performance)
  • Vanguard Target Retirement Income Inv Fund (VTINX) has an annual stock turnover rate of 40.00% that is higher than the Retirement Income average of 31.42%. This could mean Vanguard Target Retirement Income Inv is more nimble, but also signal potential high tax impact and high trading fees
  • Asset base in Vanguard Target Retirement Income Inv Fund (VTINX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Target Retirement Income Inv Fund (VTINX) performance details as of Oct 30, 2014

 

What do you think?

 

Compare Vanguard Target Retirement Income Inv Fund (VTINX)Compare with other top Retirement Income category mutual funds

Aadditional top Retirement Income mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Target Retirement Income Inv5.015.856.427.21
TIAA-CREF Lifecycle Index Ret Inc Prem (TLIPX)5.516.517.778.06Compare
American Century One Choice In Ret Inv (ARTOX)5.287.048.838.73Compare
Fidelity Advisor Income Repl 2032 I (FIIRX)5.328.1810.689.87Compare

See top fund managers for Retirement Income Category Funds

 

Compare Vanguard Target Retirement Income Inv Fund (VTINX)Compare with Retirement Income category ETFs

Some Retirement Income ETFs for your consideration

ETFYear to DateOne YearThree Year
TDX Independence 2010 ETF (TDD)-3.67%-3.01%1.87%

 

Graph of Vanguard Target Retirement Income Inv Fund (VTINX) Net Asset TrackingVanguard Target Retirement Income Inv (VTINX) Fund Net Asset

Track net asset change of Vanguard Target Retirement Income Inv fund (VTINX)

DateNet Asset
10/2014$11.32B
09/2014$11.36B
08/2014$11.36B
More historic net asset information on Vanguard Target Retirement Income Inv Fund (VTINX)

  

Graph of Vanguard Target Retirement Income Inv Fund (VTINX) Portfolio TrackingVanguard Target Retirement Income Inv (VTINX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Target Retirement Income Inv fund (VTINX)

DateCashStockBondOther
09/20145.63%29.42%64.35%0.52%
08/20146.52%29.83%63.03%0.54%
03/20145.74%29.69%64.16%0.34%
Click here to see more historic asset allocation information on Vanguard Target Retirement Income Inv Fund (VTINX)

 

graph of Vanguard Target Retirement Income Inv Fund (VTINX) Top 10 Position TrackingTop 10 Holdings in Vanguard Target Retirement Income Inv (VTINX) Fund

Discover what Vanguard Target Retirement Income Inv Fund (VTINX) manager is buying

Sep 29, 2014
Vanguard Total Bond Market II Idx Inv [39.36%]
Vanguard Total Stock Mkt Idx Inv [21.05%]
Vanguard Shrt-Term Infl-Prot Sec Idx Inv [16.79%]
Vanguard Total Intl Bd Idx Investor [13.99%]
Vanguard Total Intl Stock Index Inv [8.76%]

Aug 30, 2014
Vanguard Total Bond Market II Idx Inv [39.11%]
Vanguard Total Stock Mkt Idx Inv [21.33%]
Vanguard Shrt-Term Infl-Prot Sec Idx Inv [16.72%]
Vanguard Total Intl Bd Idx Investor [13.94%]
Vanguard Total Intl Stock Index Inv [8.9%]

Mar 30, 2014
Vanguard Total Bond Market II Idx Inv [39.14%]
Vanguard Total Stock Mkt Idx Inv [21.07%]
Vanguard Shrt-Term Infl-Prot Sec Idx Inv [16.73%]
Vanguard Total Intl Bd Idx Investor [13.96%]
Vanguard Total Intl Stock Index Inv [9.03%]
Click here for Stock Holding Change Map in Vanguard Target Retirement Income Inv Fund (VTINX)

  

Latest News on Vanguard Target Retirement Income Inv (VTINX) Fund

See what is happening with Vanguard Target Retirement Income Inv Fund (VTINX)

 

Vanguard Target Retirement Income Inv Fund (VTINX) Related ResourcesSee more information on Vanguard Target Retirement Income Inv (VTINX) Fund

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