Vanguard Target Retirement 2025 Fund
FundVTTVXNASDAQAbout
This Vanguard Target Retirement Fund provides a comprehensive, all-in-one investment solution featuring a dynamically adjusted asset allocation. It offers broad market diversification, progressively rebalancing its portfolio to decrease equity exposure and increase fixed-income holdings as its designated retirement year draws closer. This strategic adjustment extends for roughly seven years beyond the target date, eventually aligning its asset distribution with that of the Target Retirement Income Fund. Prospective investors should be comfortable with the inherent market fluctuations associated with both stock and bond securities. This particular fund is an ideal consideration for individuals aiming to retire approximately between 2023 and 2027.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials4.22%
- Cash & Others0.01%
- Communication Services7.97%
- Consumer Cyclical9.29%
- Consumer Defensive4.70%
- Energy4.09%
- Financial Services15.80%
- Healthcare8.23%
- Industrials12.08%
- Real Estate2.43%
- Technology28.59%
- Utilities2.59%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 103.22% | $475.01M |
| — | Synthetic Cash - CMS USD | 3.97% | $18.27M |
| — | US Dollar | 1.67% | $-7.68M |
| — | Synthetic Cash - QMS USD | 5.52% | $-25.42M |