The People Pillar is our evaluation of the VTXVX management team’s experience and ability. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTXVX’s performance objective and investment process is for both security selection and portfolio construction. Management Information. Each fund is designed to help manage risk while trying to grow your retirement savings. Our conviction in the team and process is unchanged, but under our new Morningstar Analyst Rating methodology, its two share classes have been downgraded to Silver from Gold, given the small return differential between target-date series and the presence of other highly rated peers. As the underlying funds invest in stocks and bonds the fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. If you're already a Vanguard client: Call 800-888-3751. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Overview Price & Performance Portfolio Data Distributions Costs & Minimums . We and our service providers may use data collected on our website or when you open e-mails from Vanguard, together with other information we have about you and your Vanguard relationships, to serve Vanguard ads to you on other sites as you browse the web. Less risk through broader diversification. Vanguard Target Retirement 2015 Fund Investor Shares Inv (VTXVX) Dividend Growth History: By month or year. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. The Parent Pillar is our rating of VTXVX’s parent organization’s priorities and whether they’re in line with investors’ interests. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00, Muni National Intermediate-Term Bond Funds. Because the fund is very close to its target date, its … Target Retirement 2015 Fund - Accumulation overview View has been loaded. Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $20,479 Fund as of 12/31/19 $20,746 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on the fees … Ongoing charges for each target fund are shown below in blue and this component dominates the total cost of owning Vanguard Target Retirement Funds and is 0.24% per year. NAV price (GBP) As at date 16 Dec 2020 £ 141.84 Change-£0.10-0.07% . Find our live Vanguard Target Retirement 2015 Fund Investor Shares fund basic information. WANT SOME ADVICE? Research information including asset allocation, sector weightings and top holdings for Vanguard Target Retirement 2015 Fund. We and our service providers may use data collected on our website or when you open e-mails from Vanguard, together with other information we have about you and your Vanguard relationships, to serve Vanguard ads to you on other sites as you browse the web. All investing is subject to risk. Account fees add 0.15% per year and transaction costs start at 0.11% for the 2015 fund and fall to 0.09% for the 2065 fund. Vanguard Target Retirement is a suitable target-date series for any investor. You can also learn who should invest in this mutual fund. Vanguard - Vanguard Target Retirement 2015 Fund. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Performance charts for Vanguard Target Retirement 2015 Trust I CIT Fund (CIT1463) including intraday, historical and comparison charts, technical analysis and trend lines. This mutual fund profile of the Target Retirement 2015 provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Get our overall rating based on a fundamental assessment of the pillars below. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Vanguard Target Retirement Funds give you a straightforward approach to a sophisticated problem: how to invest successfully for retirement. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by Classification The Vanguard Target Retirement 2015 Fund made its debut in October of 2003 and VTXVX has managed to accumulate roughly $15.84 billion in assets, as of the most recently available information. The Vanguard Target Retirement 2025 Fund has a target date that ranges from 2021 to 2025. Research current and historical price charts, top holdings, management and full profile. investment, market cap and category. Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: June 30, 2015— December 31, 2019 $12,978 Fund as of 12/31/19 $13,053 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on … The information, data and opinions expressed (“Information”) and contained herein: (1) are proprietary to Morningstar and/or its content providers and are not intended to represent investment advice or recommendation to buy or sell any security; (2) may not be copied or distributed without express license to do so; and (3) are not warranted to be accurate, complete or timely. RADiENT dramatically simplifies identifying and analyzing funds, researching investment advisers and creating portfolios. Vanguard Chester Funds. investment, market cap and category. All Rights Reserved. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015 (the target year). Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Target-Date 2015 Investment Objective & Strategy The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2015 (the target year). This mutual fund profile of the Target Retire 2015 Tr II provides details such as the fund objective, average annual total returns, after-tax returns, initial minimum investment, expense ratio, style, and manager information. Understand Vanguard's principles for investing success. Vanguard Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this Rating, Rating Report or Information contained therein. © Copyright 2020 Morningstar, Inc. All rights reserved. Vanguard Institutional Target Retirement 2015 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase. What we offer; All products; Target Retirement 2015 Fund - Accumulation Please navigate through tabs to see fund details. Your plan offers the following diversified lineup of funds. In total that means a cost of 0.48% to 0.50% per year. Find our live Vanguard Target Retirement 2015 Fund Investor Shares fund basic information. Get quote details and summary for Vanguard Target Retirement 2015 Fund;Investor (VTXVX). Chart. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Vanguard Target Retirement 2015 Inv VTXVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. Compare ETFs … INTERESTED IN EXCHANGE-TRADED FUNDS? USD | NAV as of Dec 19, 2020 | 1-Day Return as of Dec 19, 2020, 12:04 AM GMT+00:00. Valley Forge, PA 19482. Analyze the Fund Vanguard Target Retirement 2015 Fund Investor Shares having Symbol VTXVX for type mutual-funds and perform research on other mutual funds. Partner with a Vanguard advisor. Privacy Policy and View mutual fund news, mutual fund market and mutual fund interest rates. Find the latest Vanguard Target Retirement 2015 (VTXVX) stock quote, history, news and other vital information to help you with your stock trading and investing. Po Box 2600 Vm #v34. WANT TO LEARN MORE? Get information about the top portfolio holding of the Vanguard Target Retirement 2015 Inv (VTXVX) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. Vanguard Target Retirement 2015 Fund Investor Shares. William … Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. Start with our investor questionnaire. This site is protected by reCAPTCHA and the Google Find real-time VTXVX - Vanguard Target Retirement 2015 Fund Investor Shares stock quotes, company profile, news and forecasts from CNN Business. Copyright © 2009 Morningstar. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. Unlock our full analysis with Morningstar Premium. Learn How to Read a Morningstar Analyst Report. 800-662-7447. Morningstar reserve its rights to charge for access to these Ratings and/or Rating report. Vanguard Target Retirement 2015 Fund Plain talk about risk The fund is subject to the risks of its underlying funds. View & analyze the VTXVX fund chart by total assets, risk rating, Min. Vanguard Target Retirement 2015 Trust uses an asset allocation strategy designed for investors planning to retire between 2013 and 2017. Benchmark Target Retirement 2015 Composite Ix Growth of a $10,000 investment: June 30, 2015— December 31, 2019 $12,978 Fund as of 12/31/19 $13,053 Benchmark as of 12/31/19 Annual returns *The acquired fund fees and expenses based on … Terms of Service apply. See how 9 model portfolios have performed in the past . The trust seeks to provide growth of capital and current income consistent with its current target allocation by investing in a gradually more conservative mix of the following Vanguard funds: Total VANGUARD TARGET RETIREMENT 2015 INV : Prospectus, cours et cotation du fonds VANGUARD TARGET RETIREMENT 2015 INV géré par pour la société de gestion Vanguard See holdings data for Vanguard Target Retirement 2015 Fund (VTXVX). The Vanguard Target Retirement 2015 fund is one of a series of Vanguard’s life-cycle funds using a targeted-maturity approach. View & analyze the VTXVX fund chart by total assets, risk rating, Min. 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