Mutual Fund Insights: Vanguard Target Retirement 2035 Fund (VTTHX)

In-depth Analysis of Vanguard Target Retirement 2035 Fund (VTTHX)

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See Vanguard Target Retirement 2035 Fund (VTTHX) performance details as of January 31, 2010

  

Last Trade: $12.15 on 3/18/2010, Change: -0.03 (-0.25%)

  

Fund Manager - Duane F. Kelly

Fund Manager Tenure: 6.4 years
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)

Duane F. Kelly, Principal of Vanguard. He has been with Vanguard since 1989; has managed investment portfolios since 1992; and has co-managed the Fund since 2009. Education: B.S., LaSalle University.  Get more insights on Duane F. Kelly

  

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

Data for Vanguard Target Retirement 2035 Fund (VTTHX) as of January 31, 2010

• Vanguard Target Retirement 2035 Fund (VTTHX) management has been with Vanguard Target Retirement 2035 Fund for 6.4 years
• Vanguard Target Retirement 2035 Fund (VTTHX) has good mid-term performance (3-year return -4.98% vs -6.37% Target Date 2031-2035 category average)
• Vanguard Target Retirement 2035 Fund (VTTHX) has good Long-term performance (5-year return 1.67% vs 1.18% Target Date 2031-2035 category average)
• Vanguard Target Retirement 2035 Fund (VTTHX) ratio of up-years vs down years is greater than 2
• Vanguard Target Retirement 2035 Fund (VTTHX) has an annual stock turnover rate of 9.00% vs Target Date 2031-2035 average of 34.04%. It is good that Vanguard Target Retirement 2035 management does not trade extensively for its return.
• Vanguard Target Retirement 2035 Fund (VTTHX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.38, lower than category average of 20.33
• Vanguard Target Retirement 2035 Fund (VTTHX) has a lower management fee than its Target Date 2031-2035 average: 0.20% vs 0.56%
• Vanguard Target Retirement 2035 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 Fund (VTTHX)

Data for Vanguard Target Retirement 2035 Fund (VTTHX) as of January 31, 2010

• Vanguard Target Retirement 2035 Fund (VTTHX) has a less-than-ideal short-term performance (1-year return 34.92% vs 35.67% Target Date 2031-2035 category average)
• Vanguard Target Retirement 2035 Fund (VTTHX) has a Morningstar rating of 3 and below

See Vanguard Target Retirement 2035 Fund (VTTHX) performance details as of January 31, 2010

  

  

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Vanguard Target Retirement 2035 Fund (VTTHX) Net Asset

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

Date	Net Asset
01/2010	$7.49B
11/2009	$7.22B
10/2009	$6.71B

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

  

Vanguard Target Retirement 2035 Fund (VTTHX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	1.19%	89.27%	9.16%	0.38%
06/2009	1.03%	89.07%	9.67%	0.23%
03/2009	1.02%	88.74%	9.54%	0.7%

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

  

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

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

30-Sep-09 Vanguard Total Stock Mkt Idx [71.85%] Vanguard Total Bond Market II Idx Inv [10.06%] Vanguard European Stock Index [8.95%] Vanguard Pacific Stock Index [4.66%] Vanguard Emerging Mkts Stock Idx [4.46%] CMT Market Liquidity Rate [0.02%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Vanguard Total Stock Mkt Idx [71.91%] Vanguard Total Bond Market II Idx Inv [10.19%] Vanguard European Stock Index [9.12%] Vanguard Pacific Stock Index [4.83%] Vanguard Emerging Mkts Stock Idx [3.94%] CMT Market Liquidity Rate [0.01%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Mar-09 Vanguard Total Stock Mkt Idx [71.65%] Vanguard Total Bond Market II Idx Inv [10.16%] Vanguard European Stock Index [9.51%] Vanguard Pacific Stock Index [5.09%] Vanguard Emerging Mkts Stock Idx [3.57%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

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

  

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Latest News on Vanguard Target Retirement 2035 (VTTHX)

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See more information on Vanguard Target Retirement 2035 Fund (VTTHX)

• Vanguard Target Retirement 2035 Fund Insights
• Vanguard Target Retirement 2035 Fund Performance Data
• Vanguard Target Retirement 2035 Fund News
• Vanguard Target Retirement 2035 Fund Score Explaination
• Vanguard Target Retirement 2035 Fund Manager Information
• Historic Vanguard Target Retirement 2035 Fund Asset Allocation Report
• Historic Vanguard Target Retirement 2035 Fund Top 10 Holding Tracking
• Historic Vanguard Target Retirement 2035 Fund Asset Under Management Tracking