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Vanguard Target Retirement 2040 Fund (VFORX)

41.67
+0.61
+(1.49%)
At close: 8:04:29 PM EDT
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  • Previous Close 41.06
  • YTD Return -0.21%
  • Expense Ratio 0.08%
  • Category Target-Date 2040
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 91.05B
  • Beta (5Y Monthly) 1.12
  • Yield 2.44%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 1.05
  • Inception Date Jun 7, 2006

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 2040 (the target year). The fund's 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.

Vanguard

Fund Family

Target-Date 2040

Fund Category

91.05B

Net Assets

2006-06-07

Inception Date

More about Vanguard Target Retirement 2040 Fund

Performance Overview: VFORX

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Trailing returns as of 4/10/2025. Category is Target-Date 2040.

YTD Return

VFORX
0.21%
Category
10.80%
 

1-Year Return

VFORX
6.42%
Category
33.59%
 

3-Year Return

VFORX
5.47%
Category
12.99%
 

5-Year Return

VFORX
12.36%
Category
12.87%
 

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Holdings: VFORX

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Sector Weightings

SectorVFORX
Technology   23.85%
Financial Services   17.42%
Industrials   11.06%
Consumer Cyclical   10.86%
Healthcare   10.17%
Communication Services   7.70%
Consumer Defensive   5.78%
Energy   3.91%
Basic Materials   3.79%
Real Estate   2.84%
Utilities   2.62%
View More

Recent News: VFORX

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Research Reports: VFORX

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