Email Share. Income and gains distributions received from the TRF's underlying funds. The fund has a target date range of 2041 to 2045 and … Vanguard Target Retirement 2025 Fund (VTTVX) After Market ETF Quotes - Nasdaq offers after market quotes & market activity data for US and global markets. ), Would you prefer to come directly to Vanguard's website for. Vanguard Target Retirement 2025 Inv VTTVX Morningstar Analyst Rating Analyst rating as of Mar 13, 2020. The Fund is a fund-of-funds with the asset allocation becoming more conservative over time. It features an engaged management team and an unpretentious approach to portfolio construction. Sources: Vanguard and Morningstar, Inc., as of December 31, 2019. Vanguard Target Retirement 2025 Fund (VTTVX) Nasdaq Listed; Nasdaq 100; Data is currently not available. Vanguard Target Retirement is a suitable target-date series for any investor. 2. Vanguard Target Retirement 2025 Fund Investor Shares Inv (VTTVX) Dividend Growth History: By month or year. In addition, our third-party advertising providers might use information about your use of our site to help target non-Vanguard … Vanguard Target Retirement 2025 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The breakdown of annual capital gains distributions in the funds can be found on the second and third tabs of Table 11. We're sorry but project doesn't work properly without JavaScript enabled. View the latest Vanguard Target Retirement 2025 Fund;Investor (VTTVX) stock price, news, historical charts, analyst ratings and financial information from WSJ. If you're already a Vanguard client: Call 800-888-3751. For people who invest through their employer in a Vanguard 401(k), 403(b), or other retirement plan. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Vanguard Marketing Corporation, Distributor of the Vanguard Funds. © 1995–2021  The Vanguard Group, Inc. All rights reserved. The Fund's objective is growth of capital and current income consistent with its current asset allocation. The Vanguard Target Retirement 2025 Fund The Vanguard Target Retirement 2025 Fund has a target date that ranges from 2021 to 2025. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. Research information including asset allocation, sector weightings and top holdings for Vanguard Target Retirement 2025 Fund. (You can set your preference anytime. © Copyright 2021 Morningstar, Inc. All rights reserved. Summary Live; Historical Live; News Headlines Live; VTTVX … Vanguard Institutional Target Retirement 2025 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The sales which the TRF makes when rebalancing or retargeting the fund. See holdings data for Vanguard Target Retirement 2025 Fund (VTTVX). The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2025 (the target … Monday through Friday 8 a.m. to 8 p.m., Eastern time Vanguard Target Retirement 2025 Fund is an open-end fund incorporated in the USA. The Vanguard Target Retirement 2025 Fund is designed for people who are between the ages of 55 and 59 years old now, based on a target retirement age of 65, however the appropriateness of the fund for you can vary, especially if you plan to retire significantly earlier or later than 65.Vanguard's target-date retirement investment funds are passive investment vehicles, and the general strategy is easy to understand. Investments in Target Retirement Funds are subject to the risks of their underlying funds. ... Target … Industry averages exclude Vanguard. 12:00 AM NAV. It continues to earn a Morningstar Analyst Rating of Silver. Learn How to Read a Morningstar Analyst Report. Because the fund is very close to its target date, … Vanguard Target Retirement 2025 Fund. Terms and Conditions Privacy Center Disclosures Member User Agreement Corrections Cookies Accessibility, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Mar 05, 2021, 11:27 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. The Vanguard Target Retirement Fund 2045 is a good example of reviewing current performance and portfolio composition. Privacy Policy and Benchmark Target Retirement 2025 Composite Ix Growth … The Fund seeks capital appreciation and current income consistent with its current asset allocation. Vanguard Target Retirement 2025 Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The People Pillar is our evaluation of the VTTVX management team’s experience and ability. Find the latest Vanguard Target Retirement 2025 (VTTVX) stock quote, history, news and other vital information to help you with your stock trading and investing. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2025 (the target … The Fund invests in other Vanguard mutual funds … Terms of Service apply. Benchmark Target Retirement 2025 Composite Ix … Unlock our full analysis with Morningstar Premium. Customizable interactive chart for Vanguard Target Retirement 2025 Fund with latest real-time price quote, charts, latest news, technical analysis and opinions. The year in the fund name refers to the approximate year (the target … Chart. Learn more about this portfolio's investment strategy … Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. The Parent Pillar is our rating of VTTVX’s parent organization’s priorities and whether they’re in line with investors’ interests. Investment Policy The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. For broker-dealers, registered investment advisors, and trust or bank brokerage professionals. Interactive Chart for Vanguard Target Retirement 2025 (VTTVX), analyze all the data with a huge range of indicators. Vanguard Target Retire 2025 Trust II Fund 43.25 0.58 1.36%. The following tables provide long term data on each TRF's history of both dividend and capital gains distributions. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VTTVX’s performance objective and investment process is for both security selection and portfolio construction. USD | NAV as of Mar 05, 2021 | 1-Day Return as of Mar 05, 2021, 11:27 PM GMT+00:00. Print. Vanguard Target Retirement 2025 Trust uses an asset allocation strategy designed for investors planning to retire between 2023 and 2027. Tax center 2013 Foreign tax credit worksheets Vanguard Target Retirement 2025 Fund. Menu. The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating. Near-retirees may find the series’ higher equity allocations tough to stomach during market stress, but long-term investors should fare well. Find real-time VRIVX - Vanguard Institutional Target Retirement 2025 Fund Institutional Shares stock quotes, company profile, news and forecasts from CNN Business. As fund of funds, TRF's taxable distributions come from two sources: 1. Your use of this site signifies that you accept our terms & conditions of use.Security  |  Prospectuses, Which Vanguard website would you prefer to reach directly when you visit us in the future? For people who invest directly in individual accounts (including IRAs and rollovers); in joint, brokerage, college savings, or small-business accounts; or in annuities. Get our overall rating based on a fundamental assessment of the pillars below. Please enable it to continue. Vanguard Target Retirement 2025 Trust II is a collective investment trust incorporated in the USA. For retirement plan sponsors, consultants, and nonprofit representatives. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1 … (You can change your preference anytime. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Add to Watchlist. ), You've indicated that you have no site preference for future visits to vanguard.com. Vanguard Institutional Target Retirement 2025 Fund Institutional Shares A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet - Page 3 an operational expense and, as such, is included in a fund's expense … Target Retirement Funds Capital Gains Distribution… This site is protected by reCAPTCHA and the Google