Vanguard Target Retirement 2055 Fund
FundVFFVXNASDAQ0.00 n/a
+0.00%(+0.00)
About
These Vanguard Target Retirement Funds provide a convenient, all-in-one diversified portfolio that automatically adapts its asset mix over time. They ensure broad market exposure while progressively shifting investments from equities to fixed-income securities as the investor's projected retirement year draws nearer. This strategic rebalancing extends for approximately seven years past the target date, ultimately aligning with the allocation strategy of the Target Retirement Income Fund. Individuals considering these funds should be comfortable with the inherent market fluctuations of both stock and bond investments. Specifically, this fund is tailored for those anticipating retirement between 2053 and 2057.
Key Facts
Expense Ratio
0.08%
Assets Under Management
$76.70B
NAV
$72.42
Holdings
0
Inception Date
2010-08-18
Asset Class
Multi-Asset
Issuer
Vanguard
Avg. Volume
0
Market Cap
$76.65B
Beta
1.20
52-Week Range
$61.06$73.07$74.21
52W LowCurrent52W High
Performance
1 Week
+0.97%
1 Month
−1.18%
3 Months
+12.07%
YTD
+10.44%
1 Year
+19.53%
3 Years
+57.48%
5 Years
+33.85%
Sector Exposure
- Basic Materials4.24%
- Communication Services7.96%
- Consumer Cyclical9.29%
- Consumer Defensive4.70%
- Energy4.10%
- Financial Services15.82%
- Healthcare8.22%
- Industrials12.09%
- Real Estate2.43%
- Technology28.56%
- Utilities2.60%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 100.30% | $402.54M |
| — | Synthetic Cash - CMS USD | 4.29% | $17.22M |
| — | US Dollar | 1.53% | $6.16M |
| — | Synthetic Cash - QMS USD | 6.13% | $-24.59M |