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  • Vanguard Target Retirement Funds Annual Report September 30 ...

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Annual Report September 30, 2014 Vanguard Target Retirement Funds Vanguard Target Retirement 2035 Fund Vanguard Target Retirement 2040 Fund Vanguard Target Retirement 2045 Fund Vanguard Target Retirement.

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Vanguard Target Retirement funds are inexpensive, diversified and designed to give you a good, but not guaranteed, investment outcome by some fixed date in the future. They do this by starting with a high equity allocation then dialling down risk by moving more money into bonds as the fund approaches its target date.

Vanguard has announced the merger of the Vanguard Institutional Target Retirement Funds into the Vanguard Investor Target Retirement Funds (TRFs). This change will be effective on or around February 11, 2022. Vanguard expects to lower the expense ratio to 0.08% (currently it is 0.09% for the Institutional funds).

The fund has produced above-average results for some time, and is still one of the least expensive target-date funds in the industry. The fund has returned 4.05 percent over the past five years and 6.65 percent over the past decade.

Quarterly after-tax returns Target Retirement Income1-yr10yrReturns before taxes-4.50%3.79%Returns after taxes on distributions-5.56%2.64%Returns after taxes on distributions and sale of fund shares-2.53%2.63%Average Retirement Income Fund3 more rows

As you might expect from the low-cost fund leader, Vanguard Target Retirement Funds are cheap and straightforward. They hold Vanguard broad market stock and bond index funds, which are widely considered the best options available.

Vanguard offers target-date retirement funds to suit the needs of investors of various ages. A target-date fund is a mutual fund that automatically adjusts the asset mix and allocation over a time period that's based on your age and when you want to retire. The information in this article is current as of July 3, 2021.

Total returns Month-end10 YEARVTTHX2.65%7.43%BenchmarkTarget Retirement 2035 Composite Index22.51%7.76%+/- Benchmark The difference in a fund's non-fee adjusted return versus an identified benchmark or peer group.0.14%-0.33%

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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232