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Vanguard Target Retirement 2035 Inv (VTTHX) Fund Ranking and Research
Ranking, Research and Recommendation of Vanguard Target Retirement 2035 Inv (VTTHX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - William A. Coleman
Fund Manager Information
Fund Manager Tenure: 5.2 yearsFund 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 5.2 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
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 |
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% |
Top 10 Holdings in Vanguard Target Retirement 2035 Inv (VTTHX) Fund
Discover what Vanguard Target Retirement 2035 Inv Fund (VTTHX) manager is buying
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%] | 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%] | 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%] |
Latest News on Vanguard Target Retirement 2035 Inv (VTTHX) Fund
See what is happening with Vanguard Target Retirement 2035 Inv Fund (VTTHX)
See more information on Vanguard Target Retirement 2035 Inv (VTTHX) Fund
Popular pages on Vanguard Target Retirement 2035 Inv (VTTHX) Fund
- Vanguard Target Retirement 2035 Inv (VTTHX) Fund Research and Recommendation
- Vanguard Target Retirement 2035 Inv (VTTHX) Fund Performance Data
- Vanguard Target Retirement 2035 Inv (VTTHX) Fund Manager Information
- Historic Vanguard Target Retirement 2035 Inv (VTTHX) Fund Asset Allocation Report
- Historic Vanguard Target Retirement 2035 Inv (VTTHX) Fund Top 10 Holding Tracking
- Historic Vanguard Target Retirement 2035 Inv (VTTHX) Fund Asset Under Management Tracking