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Vanguard Target Retire Trust Plus 2040 (0P0000V6X4)

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102.770 +0.570    +0.56%
20/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 108.35B
Vanguard Target Retire Trust Plus 2040 102.770 +0.570 +0.56%

0P0000V6X4 Overview

 
Find basic information about the Vanguard Target Retire Trust Plus 2040 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000V6X4 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.94%
Prev. Close102.2
Risk Rating
TTM YieldN/A
ROE24.84%
IssuerVanguard
Turnover7.38%
ROA10.95%
Inception DateAug 15, 2011
Total Assets108.35B
ExpensesN/A
Min. InvestmentN/A
Market Cap98.17B
CategoryTarget - Date 2040
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Vanguard Target Retire Trust Plus 2040 Analysis


Performance

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Condition

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1157 1030 1213 1173 1551 2227
Fund Return 15.72% 3.02% 21.33% 5.45% 9.18% 8.34%
Place in category - - - - - -
% in Category 68 49 72 47 48 35

Top Bond Funds by Vanguard Group Inc

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 161.9B 3.02 -1.96 1.48
  Vanguard Total Bond Market II Idx I 150.59B 2.96 -2.03 1.41
  US9229065084 119.36B 4.84 3.83 1.80
  The Vanguard Target Retire 2035 Tr2 116.55B 14.45 4.77 7.75
  Vanguard Target Retire Trust Plus35 116.55B 14.47 4.79 7.78

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 108.35B 15.72 5.44 8.33
  The Vanguard Target Retire 2040 Tr2 108.35B 15.70 5.43 8.31
  Vanguard Target Retirement 2040 Inv 94.06B 15.75 5.43 8.25
  American Funds 2040 Trgt Date RetR6 32.56B 17.33 6.15 9.43
  Fidelity Freedom Index 2040 Instl 14.4B 16.61 5.59 -

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Instl Pls - 46.02 - -
Vanguard Instl Ttl Intl Stk Mkt Idx TrII - 29.61 - -
Vanguard Total Bond Market II Idx I - 16.59 - -
Vanguard Total Intl Bd II Idx Insl - 7.14 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
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