Vanguard Target Retirement Fund Quote
VTINX Fund | USD 13.23 0.04 0.30% |
Performance8 of 100
| Odds Of DistressLess than 39
|
Vanguard Target is trading at 13.23 as of the 28th of March 2024; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 13.19. Vanguard Target has about a 39 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Vanguard Target Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of April 2023 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. More on Vanguard Target Retirement
Moving together with Vanguard Mutual Fund
0.8 | STFGX | State Farm Growth | PairCorr |
0.86 | VMIAX | Vanguard Materials Index | PairCorr |
0.68 | VMLUX | Vanguard Limited-term | PairCorr |
0.67 | VMLTX | Vanguard Limited-term | PairCorr |
0.72 | VMNVX | Vanguard Global Minimum | PairCorr |
0.84 | VVIAX | Vanguard Value Index | PairCorr |
0.81 | VMMSX | Vanguard Emerging Markets | PairCorr |
Vanguard Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard Target's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard Target or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Vanguard Funds, Large Blend Funds, Target-Date Retirement Funds, Target-Date Retirement, Vanguard, Target-Date Retirement (View all Sectors) |
Update Date | 31st of March 2024 |
Expense Ratio Date | 31st of January 2023 |
Fiscal Year End | September |
Vanguard Target Retirement [VTINX] is traded in USA and was established 28th of March 2024. Vanguard Target is listed under Vanguard category by Fama And French industry classification. The fund is listed under Target-Date Retirement category and is part of Vanguard family. This fund at this time has accumulated 36.97 B in net assets with minimum initial investment of 1 K. Vanguard Target Reti is currently producing year-to-date (YTD) return of 1.77% with the current yeild of 0.03%, while the total return for the last 3 years was 1.15%.
Check Vanguard Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Target Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Target Retirement Mutual Fund Constituents
VGTSX | Vanguard Total International | Mutual Fund | Foreign Large Blend |
VTBIX | Vanguard Total Bond | Mutual Fund | Intermediate Core Bond |
VTIBX | Vanguard Total International | Mutual Fund | World Bond-USD Hedged |
VTIIX | Vontobel International Equity | Mutual Fund | World Bond-USD Hedged |
VTIPX | Vanguard Short Term Inflation Protected | Mutual Fund | Inflation-Protected Bond |
VTSMX | Vanguard Total Stock | Mutual Fund | Large Blend |
Vanguard Target Target Price Odds Analysis
Based on a normal probability distribution, the odds of Vanguard Target jumping above the current price in 90 days from now is about 6.68%. The Vanguard Target Retirement probability density function shows the probability of Vanguard Target mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard Target has a beta of 0.066. This entails as returns on the market go up, Vanguard Target average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Vanguard Target Retirement will be expected to be much smaller as well. Additionally, vanguard Target Retirement has an alpha of 0.0213, implying that it can generate a 0.0213 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Vanguard Target to move above the current price in 90 days from now is about 6.68 (This Vanguard Target Retirement probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .
Vanguard Target Reti Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard Target market risk premium is the additional return an investor will receive from holding Vanguard Target long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard Target. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard Target's alpha and beta are two of the key measurements used to evaluate Vanguard Target's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.3055 | |||
Semi Deviation | 0.4245 | |||
Standard Deviation | 0.5102 | |||
Variance | 0.2603 |
Vanguard Target Against Markets
Picking the right benchmark for Vanguard Target mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard Target mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard Target is critical whether you are bullish or bearish towards Vanguard Target Retirement at a given time. Please also check how Vanguard Target's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Vanguard Target without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Vanguard Mutual Fund?
Before investing in Vanguard Target, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard Target. To buy Vanguard Target fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard Target. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard Target fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Vanguard Target Retirement fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Vanguard Target Retirement fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard Target Retirement, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Vanguard Target Retirement?
The danger of trading Vanguard Target Retirement is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard Target is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard Target. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard Target Reti is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard Target Retirement. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.
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When running Vanguard Target's price analysis, check to measure Vanguard Target's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Vanguard Target is operating at the current time. Most of Vanguard Target's value examination focuses on studying past and present price action to predict the probability of Vanguard Target's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Vanguard Target's price. Additionally, you may evaluate how the addition of Vanguard Target to your portfolios can decrease your overall portfolio volatility.
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