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Vanguard quote and profile

 
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26.19
  
FUND
0.03  Macroaxis: 0.11 Up   0.11%  
May 21 2013 

Diversification Suggestion

Use Vanguard to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Vanguard Target Reti Trend or Check current 30 days Vanguard correlation with market (S&P 500)
1 Month Beta 0.83  
Highest Price:  
Lowest Price:  
26.19  
24.71  
May 20 2013 
April 22 2013 
As returns on market increase, Vanguard returns are expected to increase less than the market. However during bear market, the loss on holding Vanguard will be expected to be smaller as well.
Vanguard Target Retirement 2050 Inv Small BetaVanguard Target Reti Beta Legend
VFIFX United States NASDAQ
Vanguard Target Retirement 2050 Inv
Vanguard
Target Date 2046-2050
Benchmark S&P 500
Contact Number: 800. 662. 7447
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset4.57 B
Last Dividend Paid0.1
 United States Nasdaq   0.97 % Macroaxis: 0.97 Moved Up  
 
 United States NYSE   0.22 % Macroaxis: 0.22 Moved Up  
 
 United States SP 500   0.17 % Macroaxis: 0.17 Moved Up  
 
 United States Russel   0.15 % Macroaxis: 0.15 Moved Up  
 
 thisGreen VFIFX VFIFX agains markets  0.11 % Macroaxis: 0.11 Moved Up  
 
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Vanguard Leadership

William Coleman Fund Manager since February 21, 2013, MBA
Duane Kelly Fund Manager since June 6, 2006

Vanguard Price and Market Media

The median price of Vanguard for the period between Sun, Apr 21, 2013 and Tue, May 21, 2013 is 25.6 with a coefficient of variation of 1.69. The daily time series for the period is distributed with a sample standard deviation of 0.43, arithmetic mean of 25.55, and mean deviation of 0.37. The Fund did not receive any noticable media coverage during the period.
Vanguard         SP 500
Price Growth (%)
 

Vanguard Summary

Vanguard Target Retirement 2050 Inv [VFIFX] is traded in USA and was established in June 6, 2006. The fund is listed under Target Date 2046-2050 category and is part of Vanguard family. This fund at this time has accumulated 4.57 B in net assets with minimum initial investment of 1 K. Vanguard Target Retirement 2050 Inv is currently producing year-to-date (YTD) return of 7.62% with the current yeild of 1.96%, while the total return for the last 3 years was 18.13%.

Fund Instrument Allocation for Vanguard

The fund consists of 89.38% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
31
Out Of
100
 
Chance of
Less
Than
%
 
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Vanguard Research Report

Vanguard vs. Fidelity

Correlation analysis and fundamentals comparison between Vanguard Target Reti and Fidelity Freedom K 2050

Vanguard Asset Under Management

Vanguard Target Retirement 2050 Inv is rated second in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2046-2050 category is currently estimated at about 27.71 Billion. Vanguard retains roughly 4.57 Billion in net asset claiming about 16% of funds listed under Target Date 2046-2050 category.

Vanguard Fundamentals

Cash Position Weight vs Three Year Return
Price to Sales vs Net Asset
Cash Position Weight vs Annual Yield
Last Dividend Paid vs Net Asset

Vanguard vs Competition

Vanguard vs. Fidelity Freedom K 2050
Vanguard vs. T Rowe Price Retirement 2050 R
Vanguard vs. T Rowe Price Retirement 2050 Adv
Vanguard vs. T Rowe Price Retirement 2050
Vanguard vs. Fidelity Freedom 2050
Vanguard vs. Principal LifeTime 2050 Instl
Vanguard vs. Principal LifeTime 2050 B
Vanguard vs. Principal LifeTime 2050 A
Vanguard vs. Principal LifeTime 2050 R2

Vanguard May 21 2013 Opportunity Range

Downside Deviation0.5345
Information Ratio(0.06)
Maximum Drawdown1.8
Value At Risk(0.46)
Potential Upside0.9077

 
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