Vanguard Target Retirement 2035 Inv (VTTHX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Last Trade: $20.08 on 9/25/2017, Change: -0.05 (-0.25%)

Fund Manager - William A. Coleman

Fund Manager Information

Fund Manager Tenure: 4.6 years
Fund Family: Vanguard
Fund Category: Target-Date 2035
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.69) (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

Vanguard Target Retirement 2035 Inv Fund (VTTHX) Profile

Fund Profile and Description

Vanguard Target Retirement 2035 Inv Fund seeks to provide growth of capital and current income. Vanguard Target Retirement 2035 Inv Fund primarily invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire within a few years of 2035. It allocates approximately 90% of assets to stocks and 10% to bonds.

What we like about Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Data for Vanguard Target Retirement 2035 Inv Fund (VTTHX) as of May 30, 2016

Vanguard Target Retirement 2035 Inv Fund (VTTHX) management has been with Vanguard Target Retirement 2035 Inv Fund for 4.6 years
Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good short-term performance (1-year return -2.70% vs -3.24% Target-Date 2035 category median performance)
Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good mid-term performance (3-year return 6.74% vs 5.59% Target-Date 2035 category median performance)
Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good Long-term performance (5-year return 7.06% vs 5.95% Target-Date 2035 category median performance)
Vanguard Target Retirement 2035 Inv Fund (VTTHX) ratio of up-years vs down years is greater than 2
Vanguard Target Retirement 2035 Inv Fund (VTTHX) has a Morningstar rating of 4 and above
Asset base in Vanguard Target Retirement 2035 Inv Fund (VTTHX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
Vanguard Target Retirement 2035 Inv Fund (VTTHX) has an annual stock turnover rate of 23.00% vs Target-Date 2035 average of 24.63%. It is good that Vanguard Target Retirement 2035 Inv management does not trade extensively for its return.
Vanguard Target Retirement 2035 Inv Fund (VTTHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

What we are cautious about Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Data for Vanguard Target Retirement 2035 Inv Fund (VTTHX) as of May 30, 2016

Vanguard Target Retirement 2035 Inv Fund (VTTHX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.67 that is higher than category average of 9.59

See Vanguard Target Retirement 2035 Inv Fund (VTTHX) performance details as of May 30, 2016

What do you think?

Compare with other top Target-Date 2035 category mutual funds

Aadditional top Target-Date 2035 mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Vanguard Target Retirement 2035 Inv	2.73	-2.70	6.74	7.06
American Funds 2035 Trgt Date Retire R6 (RFFTX)	2.80	-1.45	7.85	8.34	Compare
American Century One Choice 2035 Instl (ARLIX)	2.61	-1.88	6.02	6.87	Compare
American Funds 2035 Trgt Date Retire A (AAFTX)	2.73	-1.75	7.50	7.96	Compare

See top fund managers for Target-Date 2035 Category Funds

Vanguard Target Retirement 2035 Inv (VTTHX) Fund Net Asset

Track net asset change of Vanguard Target Retirement 2035 Inv fund (VTTHX)

Date	Net Asset
05/2016	$23.41B
03/2016	$23.07B
02/2016	$21.70B

More historic net asset information on Vanguard Target Retirement 2035 Inv Fund (VTTHX)

Vanguard Target Retirement 2035 Inv (VTTHX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Target Retirement 2035 Inv fund (VTTHX)

Date	Cash	Stock	Bond	Other
04/2016	0.87%	80.3%	18.44%	0.35%
03/2016	0.86%	80.68%	18.17%	0.25%
01/2016	1.12%	80.99%	17.67%	0.19%

Click here to see more historic asset allocation information on Vanguard Target Retirement 2035 Inv Fund (VTTHX)

Top 10 Holdings in Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Discover what Vanguard Target Retirement 2035 Inv Fund (VTTHX) manager is buying

Apr 29, 2016

Vanguard Total Stock Mkt Idx Inv [48.25%]
Vanguard Total Intl Stock Index Inv [32.56%]
Vanguard Total Bond Market II Idx Inv [13.35%]
Vanguard Total Intl Bd Idx Investor [5.82%]

Mar 30, 2016

Vanguard Total Stock Mkt Idx Inv [48.75%]
Vanguard Total Intl Stock Index Inv [32.45%]
Vanguard Total Bond Market II Idx Inv [13.23%]
Vanguard Total Intl Bd Idx Investor [5.54%]

Jan 30, 2016

Vanguard Total Stock Mkt Idx Inv [49.02%]
Vanguard Total Intl Stock Index Inv [32.66%]
Vanguard Total Bond Market II Idx Inv [12.73%]
Vanguard Total Intl Bd Idx Investor [5.55%]

Click here for Stock Holding Change Map in Vanguard Target Retirement 2035 Inv Fund (VTTHX)

Latest News on Vanguard Target Retirement 2035 Inv (VTTHX) Fund

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.