Nasdaq - Delayed Quote
USD
Vanguard Target Retirement 2070 Fund (VSVNX)
34.98
-0.55
(-1.55%)
At close: October 30 at 8:04:17 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 9.2.26
- Fidelity Advisor 401(k) I Shares
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- WFA Fdntl Choice/PIM Updated 9.2.26
- ADP Access Open Fund Architecture
- ADP Access Tier 0
- Securities America Inc.
- Schwab Advisor Services All Funds Available
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 0
- ADP Advisor Access 3(38) Tier 0
- ADP Advisor Access Tier 0
- ADP Advisor Access Tier 2
- LPL Brokerage Availability
- ADP Raymond James 3(38)
- Mid Atlantic Clearing and Settlement
- UBS Flex
- Schwab Advisor Services Transaction-Fee Funds
Fund Summary
The fund invests in a mix of Vanguard mutual funds (underlying funds) according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2070 (the target year). 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.
Fund Overview
| Category | -- |
| Fund Family | Vanguard |
|---|---|
| Net Assets | 3.85B |
| YTD Return | 11.44% |
| Yield | 1.61% |
| Morningstar Rating | -- |
| Inception Date | Jun 28, 2022 |
Performance & Risk
| YTD Return | 11.66% |
| 5y Average Return | 0.00% |
|---|---|
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.16 |
| Morningstar Risk Rating | -- |
