Vanguard Target Retirement 2030 Fund
FundVTHRXNASDAQAbout
This Vanguard fund delivers a pre-diversified portfolio within a single investment vehicle, automatically adjusting its underlying asset allocation over time. It offers extensive market exposure, systematically decreasing its equity holdings and boosting its allocation to fixed-income securities as the designated retirement year approaches. This adaptive rebalancing continues for roughly seven years past that date, ultimately aligning its asset distribution with that of the Target Retirement Income Fund. Prospective investors should be comfortable with the inherent price fluctuations and risks associated with both the stock and bond markets. This particular fund is designed for individuals anticipating their retirement between 2028 and 2032.
Key Facts
52-Week Range
Performance
Sector Exposure
- Basic Materials4.23%
- Communication Services7.97%
- Consumer Cyclical9.29%
- Consumer Defensive4.70%
- Energy4.09%
- Financial Services15.81%
- Healthcare8.23%
- Industrials12.09%
- Real Estate2.43%
- Technology28.57%
- Utilities2.60%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 105.63% | $761.85M |
| — | Synthetic Cash - CMS USD | 3.92% | $28.30M |
| — | Synthetic Cash - QMS USD | 4.62% | $-33.30M |
| — | US Dollar | 4.94% | $-35.61M |