Mutual Fund Insights: Vanguard Target Retirement 2050 Fund (VFIFX)

In-depth Analysis of Vanguard Target Retirement 2050 Fund (VFIFX)

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See Vanguard Target Retirement 2050 Fund (VFIFX) performance details as of February 28, 2010

  

Last Trade: $19.85 on 3/19/2010, Change: -0.12 (-0.6%)

  

Fund Manager - Duane F. Kelly

Fund Manager Tenure: 3.8 years
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)

Duane F. Kelly, Principal of Vanguard. Duane F. Kelly 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 2050 Fund (VFIFX)

Data for Vanguard Target Retirement 2050 Fund (VFIFX) as of February 28, 2010

• Vanguard Target Retirement 2050 Fund (VFIFX) management has been with Vanguard Target Retirement 2050 Fund for 3.8 years
• Vanguard Target Retirement 2050 Fund (VFIFX) has a Morningstar rating of 4 and above
• Vanguard Target Retirement 2050 Fund (VFIFX) has an annual stock turnover rate of 8.00% vs Target Date 2050+ average of 37.90%. It is good that Vanguard Target Retirement 2050 management does not trade extensively for its return.
• Vanguard Target Retirement 2050 Fund (VFIFX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.4, lower than category average of 20.96
• Vanguard Target Retirement 2050 Fund (VFIFX) 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 2050 Fund (VFIFX)

Data for Vanguard Target Retirement 2050 Fund (VFIFX) as of February 28, 2010

• Vanguard Target Retirement 2050 Fund (VFIFX) has a less-than-ideal short-term performance (1-year return 52.37% vs 55.14 % Target Date 2050+ category average)
• Vanguard Target Retirement 2050 Fund (VFIFX) has a less-than-ideal mid-term performance (3-year return -3.84% vs -5.77 % Target Date 2050+ category average)
• Vanguard Target Retirement 2050 Fund (VFIFX) ratio of up-years vs down years can be improved

See Vanguard Target Retirement 2050 Fund (VFIFX) performance details as of February 28, 2010

  

  

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Vanguard Target Retirement 2050 Fund (VFIFX) Net Asset

Track net asset change of Vanguard Target Retirement 2050 fund (VFIFX)

Date	Net Asset
02/2010	$1.19B
01/2010	$1.10B
11/2009	$1.00B

More historic net asset information on Vanguard Target Retirement 2050 Fund (VFIFX)

  

Vanguard Target Retirement 2050 Fund (VFIFX) Portfolio Allocation

Track portfolio allocation change of Vanguard Target Retirement 2050 fund (VFIFX)

Date	Cash	Stock	Bond	Other
09/2009	1.23%	89.26%	9.13%	0.38%
06/2009	1.05%	89.17%	9.55%	0.23%
03/2009	1.13%	88.68%	9.49%	0.7%

Click here to see more historic asset allocation information on Vanguard Target Retirement 2050 Fund (VFIFX)

  

Most Recent Top 10 Holdings in Vanguard Target Retirement 2050 Fund (VFIFX)

Discover what Vanguard Target Retirement 2050 Fund (VFIFX) manager is buying

30-Sep-09 Vanguard Total Stock Mkt Idx [71.83%] Vanguard Total Bond Market II Idx Inv [10.03%] Vanguard European Stock Index [8.94%] Vanguard Pacific Stock Index [4.66%] Vanguard Emerging Mkts Stock Idx [4.49%] CMT Market Liquidity Rate [0.06%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

30-Jun-09 Vanguard Total Stock Mkt Idx [72%] Vanguard Total Bond Market II Idx Inv [10.08%] Vanguard European Stock Index [9.18%] Vanguard Pacific Stock Index [4.8%] Vanguard Emerging Mkts Stock Idx [3.92%] CMT Market Liquidity Rate [0.03%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

31-Mar-09 Vanguard Total Stock Mkt Idx [71.6%] Vanguard Total Bond Market II Idx Inv [10.1%] Vanguard European Stock Index [9.52%] Vanguard Pacific Stock Index [5.09%] Vanguard Emerging Mkts Stock Idx [3.55%] 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 2050 Fund (VFIFX)

  

Related books and products to Vanguard Target Retirement 2050 Fund (VFIFX)

  

Latest News on Vanguard Target Retirement 2050 (VFIFX)

See what is happening with Vanguard Target Retirement 2050 Fund (VFIFX)

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See more information on Vanguard Target Retirement 2050 Fund (VFIFX)

• Vanguard Target Retirement 2050 Fund Insights
• Vanguard Target Retirement 2050 Fund Performance Data
• Vanguard Target Retirement 2050 Fund News
• Vanguard Target Retirement 2050 Fund Score Explaination
• Vanguard Target Retirement 2050 Fund Manager Information
• Historic Vanguard Target Retirement 2050 Fund Asset Allocation Report
• Historic Vanguard Target Retirement 2050 Fund Top 10 Holding Tracking
• Historic Vanguard Target Retirement 2050 Fund Asset Under Management Tracking