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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 --

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