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Vanguard Target Retirement 2025 Inv (VTTVX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Target Retirement 2025 Inv (VTTVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Vanguard Target Retirement 2025 Inv Fund (VTTVX) ManagerFund Manager - William A. Coleman

Fund Manager Information

Fund Manager Tenure: 7.1 years
Fund Family: Vanguard
Fund Category: Target-Date 2025
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Vanguard Target Retirement 2025 Inv Fund (VTTVX) ProfileVanguard Target Retirement 2025 Inv Fund (VTTVX) Profile

Fund Profile and Description

Vanguard Target Retirement 2025 Inv Fund seeks to provide growth of capital and current income. Vanguard Target Retirement 2025 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 2025. It allocates approximately 75% of assets to stocks and 25% to bonds and money market instruments.

 

Vanguard Target Retirement 2025 Inv (VTTVX) Fund Strength What we like about Vanguard Target Retirement 2025 Inv (VTTVX) Fund

Data for Vanguard Target Retirement 2025 Inv Fund (VTTVX) as of May 30, 2016

  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) management has been with Vanguard Target Retirement 2025 Inv Fund for 7.1 years
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) has good short-term performance (1-year return -1.44% vs -2.04% Target-Date 2025 category median performance)
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) has good mid-term performance (3-year return 6.20% vs 5.01% Target-Date 2025 category median performance)
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) has good Long-term performance (5-year return 6.56% vs 5.38% Target-Date 2025 category median performance)
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) ratio of up-years vs down years is greater than 2
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Target Retirement 2025 Inv Fund (VTTVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) has an annual stock turnover rate of 24.00% vs Target-Date 2025 average of 968.16%. It is good that Vanguard Target Retirement 2025 Inv management does not trade extensively for its return.
  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Target Retirement 2025 Inv Fund (VTTVX) Weakness What we are cautious about Vanguard Target Retirement 2025 Inv (VTTVX) Fund

Data for Vanguard Target Retirement 2025 Inv Fund (VTTVX) as of May 30, 2016

  • Vanguard Target Retirement 2025 Inv Fund (VTTVX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.96 that is higher than category average of 7.73
See Vanguard Target Retirement 2025 Inv Fund (VTTVX) performance details as of May 30, 2016

 

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Compare Vanguard Target Retirement 2025 Inv Fund (VTTVX)Compare with other top Target-Date 2025 category mutual funds

Aadditional top Target-Date 2025 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Target Retirement 2025 Inv3.01-1.446.206.56
American Funds 2025 Trgt Date Retire R6 (RFDTX)3.370.087.368.00Compare
American Century One Choice 2025 Instl (ARWFX)3.01-0.905.246.13Compare
American Funds 2025 Trgt Date Retire A (AADTX)3.21-0.327.007.63Compare

See top fund managers for Target-Date 2025 Category Funds

 

Graph of Vanguard Target Retirement 2025 Inv Fund (VTTVX) Net Asset TrackingVanguard Target Retirement 2025 Inv (VTTVX) Fund Net Asset

Track net asset change of Vanguard Target Retirement 2025 Inv fund (VTTVX)

DateNet Asset
05/2016$30.44B
03/2016$30.18B
02/2016$28.78B
More historic net asset information on Vanguard Target Retirement 2025 Inv Fund (VTTVX)

  

Graph of Vanguard Target Retirement 2025 Inv Fund (VTTVX) Portfolio TrackingVanguard Target Retirement 2025 Inv (VTTVX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Target Retirement 2025 Inv fund (VTTVX)

DateCashStockBondOther
04/20161.23%65.43%32.84%0.46%
03/20161.17%65.97%32.47%0.33%
01/20161.41%66.25%32.04%0.26%
Click here to see more historic asset allocation information on Vanguard Target Retirement 2025 Inv Fund (VTTVX)

 

graph of Vanguard Target Retirement 2025 Inv Fund (VTTVX) Top 10 Position TrackingTop 10 Holdings in Vanguard Target Retirement 2025 Inv (VTTVX) Fund

Discover what Vanguard Target Retirement 2025 Inv Fund (VTTVX) manager is buying

Apr 29, 2016
Vanguard Total Stock Mkt Idx Inv [39.2%]
Vanguard Total Intl Stock Index Inv [26.65%]
Vanguard Total Bond Market II Idx Inv [23.89%]
Vanguard Total Intl Bd Idx Investor [10.26%]

Mar 30, 2016
Vanguard Total Stock Mkt Idx Inv [39.86%]
Vanguard Total Intl Stock Index Inv [26.56%]
Vanguard Total Bond Market II Idx Inv [23.66%]
Vanguard Total Intl Bd Idx Investor [9.89%]

Jan 30, 2016
Vanguard Total Stock Mkt Idx Inv [40.27%]
Vanguard Total Intl Stock Index Inv [26.55%]
Vanguard Total Bond Market II Idx Inv [23.08%]
Vanguard Total Intl Bd Idx Investor [10.08%]
Click here for Stock Holding Change Map in Vanguard Target Retirement 2025 Inv Fund (VTTVX)

  

Latest News on Vanguard Target Retirement 2025 Inv (VTTVX) Fund

See what is happening with Vanguard Target Retirement 2025 Inv Fund (VTTVX)

 

Vanguard Target Retirement 2025 Inv Fund (VTTVX) Related ResourcesSee more information on Vanguard Target Retirement 2025 Inv (VTTVX) Fund

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