Vanguard Target Retirement Fund Equity Positions Weight
VTTVX Fund | USD 19.08 0.09 0.47% |
Vanguard Target Retirement fundamentals help investors to digest information that contributes to Vanguard Target's financial success or failures. It also enables traders to predict the movement of Vanguard Mutual Fund. The fundamental analysis module provides a way to measure Vanguard Target's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vanguard Target mutual fund.
Vanguard |
Vanguard Equity Positions Weight Analysis
Vanguard Target's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Vanguard Target Equity Positions Weight | 50.97 % |
Most of Vanguard Target's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Vanguard Target Retirement is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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Vanguard Target Equity Positions Weight Component Assessment
According to the company disclosure, Vanguard Target Retirement has an Equity Positions Weight of 50%. This is 48.44% lower than that of the Vanguard family and significantly higher than that of the Target-Date 2025 category. The equity positions weight for all United States funds is notably lower than that of the firm.
Vanguard Equity Positions Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Vanguard Target's direct or indirect competition against its Equity Positions Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Vanguard Target could also be used in its relative valuation, which is a method of valuing Vanguard Target by comparing valuation metrics of similar companies.Vanguard Target is currently under evaluation in equity positions weight among similar funds.
Fund Asset Allocation for Vanguard Target
The fund invests 50.97% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (37.13%) , cash (10.53%) and various exotic instruments.Asset allocation divides Vanguard Target's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Vanguard Fundamentals
Price To Earning | 17.17 X | ||||
Price To Book | 1.98 X | ||||
Price To Sales | 1.39 X | ||||
Annual Yield | 0.03 % | ||||
Year To Date Return | 3.32 % | ||||
One Year Return | 14.44 % | ||||
Three Year Return | 2.45 % | ||||
Five Year Return | 6.53 % | ||||
Ten Year Return | 8.30 % | ||||
Net Asset | 75.53 B | ||||
Minimum Initial Investment | 1 K | ||||
Last Dividend Paid | 0.18 | ||||
Cash Position Weight | 10.53 % | ||||
Equity Positions Weight | 50.97 % | ||||
Bond Positions Weight | 37.13 % |
About Vanguard Target Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vanguard Target Retirement's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vanguard Target using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vanguard Target Retirement based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests in a mix of 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 funds asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
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Check out Vanguard Target Piotroski F Score and Vanguard Target Altman Z Score analysis. You can also try the Sectors module to list of equity sectors categorizing publicly traded companies based on their primary business activities.
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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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