Nasdaq - Delayed Quote
USD
Vanguard Target Retirement 2020 Fund (VTWNX)
28.55
-0.11
(-0.38%)
At close: October 30 at 8:08:35 PM EDT
Fund Summary
The fund invests in a mix of 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 2020 (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.
Vanguard Target Retirement 2020 Fund
Valley Forge, PA 19482
Po Box 2600 Vm #v34
Fund Overview
| Category | Target-Date 2020 |
| Fund Family | Vanguard |
| Net Assets | 32.24B |
| YTD Return | 3.24% |
| Yield | 3.08% |
| Morningstar Rating | |
| Inception Date | Jun 07, 2006 |
Fund Operations
| Last Dividend | 0.91 |
| Last Cap Gain | 23.00 |
|---|---|
| Holdings Turnover | 8.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | VTWNX | Category Average |
|---|---|---|
|
Annual Report Expense Ratio (net)
|
0.08% | 0.42% |
|
Prospectus Net Expense Ratio
|
0.08% | -- |
|
Prospectus Gross Expense Ratio
|
0.08% | -- |
|
Max 12b1 Fee
|
-- | -- |
|
Max Front End Sales Load
|
-- | 5.24% |
|
Max Deferred Sales Load
|
-- | 1.25% |
|
3 Yr Expense Projection
|
0 | -- |
|
5 Yr Expense Projection
|
0 | -- |
|
10 Yr Expense Projection
|
0 | -- |
Management Information
Morningstar Style Box
