Vanguard Target Retirement 2035 Fund
FundVTTHXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This singular Vanguard fund offers a comprehensive, diversified investment approach, where its underlying asset mix progressively evolves through time. It ensures broad market exposure while systematically reducing its equity allocation and increasing its bond holdings as the designated retirement year approaches. This strategic adjustment continues for approximately seven years past the target date, ultimately mirroring the asset allocation of the Target Retirement Income Fund. Individuals considering this investment should be comfortable with the inherent volatility risks of both stock and bond markets. This fund is particularly well-suited for those aiming to retire between the years 2033 and 2037.
Key Facts
Expense Ratio
0.08%
Assets Under Management
$130.00B
NAV
$29.39
Holdings
0
Inception Date
2003-10-27
Asset Class
Multi-Asset
Issuer
Vanguard
Avg. Volume
0
Market Cap
$130.75B
Beta
1.01
52-Week Range
$25.96$29.55$29.88
52W LowCurrent52W High
Performance
1 Week
+0.65%
1 Month
−0.81%
3 Months
+9.16%
YTD
+7.93%
1 Year
+13.65%
3 Years
+40.71%
5 Years
+8.16%
Sector Exposure
- Basic Materials4.23%
- Communication Services7.97%
- Consumer Cyclical9.29%
- Consumer Defensive4.70%
- Energy4.09%
- Financial Services15.81%
- Healthcare8.23%
- Industrials12.08%
- Real Estate2.43%
- Technology28.58%
- Utilities2.60%
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | MKTLIQ 12/31/2049 | 98.69% | $843.86M |
| — | Synthetic Cash - CMS USD | 3.73% | $31.89M |
| — | US Dollar | 2.56% | $21.92M |
| — | Synthetic Cash - QMS USD | 4.99% | $-42.62M |