Vanguard Target Retirement 2050 Fund
FundVFIFXNASDAQ0.00 n/a
+0.00%(+0.00)
About
The Vanguard Target Retirement 2050 Fund offers an all-in-one, broadly diversified investment option with an asset allocation that progressively shifts over time. As the designated retirement year draws closer, the fund systematically reduces its exposure to stocks and increases its holdings in bonds. This rebalancing strategy continues for approximately seven years past the retirement date, eventually aligning its asset mix with the Vanguard Target Retirement Income Fund. Prospective investors should be comfortable with the inherent market fluctuations associated with both equity and fixed-income securities. This specific fund is designed for individuals anticipating retirement roughly between 2048 and 2052.
Key Facts
Expense Ratio
0.08%
Assets Under Management
$108.60B
NAV
$64.85
Holdings
0
Inception Date
2006-06-07
Asset Class
Multi-Asset
Issuer
Vanguard
Avg. Volume
0
Market Cap
$108.56B
Beta
1.20
52-Week Range
$54.73$65.42$66.43
52W LowCurrent52W High
Performance
1 Week
+0.96%
1 Month
−1.18%
3 Months
+11.96%
YTD
+10.36%
1 Year
+19.40%
3 Years
+57.30%
5 Years
+30.11%
Sector Exposure
- Basic Materials4.23%
- Communication Services7.96%
- Consumer Cyclical9.29%
- Consumer Defensive4.70%
- Energy4.10%
- Financial Services15.82%
- Healthcare8.23%
- Industrials12.09%
- Real Estate2.43%
- Technology28.57%
- Utilities2.60%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 101.27% | $574.78M |
| — | Synthetic Cash - CMS USD | 4.26% | $24.16M |
| — | US Dollar | 0.58% | $3.29M |
| — | Synthetic Cash - QMS USD | 6.10% | $-34.63M |