Vanguard 2025 Fund (VTWNX) is an actively managed target-date retirement fund that invests in a diversified portfolio of stocks, bonds, and other assets. The fund’s asset allocation is designed to become more conservative over time, as investors approach their target retirement date of 2025. VTWNX is a good option for investors who want a professionally managed fund that will automatically adjust its asset allocation as they age.
VTWNX has a low expense ratio of 0.15%, which is below the average for target-date retirement funds. The fund has a solid long-term track record, outperforming its benchmark index by an average of 0.5% per year over the past five years. VTWNX is also a Morningstar 4-star rated fund, which indicates that it is a well-managed fund with a strong risk-adjusted return profile.
Overall, Vanguard 2025 Fund (VTWNX) is a good option for investors who want a professionally managed target-date retirement fund. The fund’s low expense ratio, solid track record, and Morningstar 4-star rating make it a good choice for investors who want a fund that will help them reach their retirement goals.
Vanguard 2025 Fund – Morningstar
The Vanguard 2025 Fund is a target-date fund designed for investors who plan to retire around 2025. The fund invests primarily in a diversified portfolio of stocks and bonds. The stock allocation decreases over time, while the bond allocation increases, as the fund approaches its target date. This asset allocation is intended to provide a balance of growth potential and income generation, while also managing risk as investors near retirement.
Morningstar has given the Vanguard 2025 Fund a 4-star rating out of 5. The fund has a low expense ratio of 0.11%, and it has outperformed its peers in terms of risk-adjusted returns over the past five years. Morningstar analysts also praise the fund’s experienced management team and its disciplined investment process.
People Also Ask About Vanguard 2025 Fund Morningstar
What is the Vanguard 2025 Fund’s investment objective?
The Vanguard 2025 Fund’s investment objective is to provide long-term capital appreciation for investors who plan to retire around 2025.
What is the Vanguard 2025 Fund’s asset allocation?
The Vanguard 2025 Fund’s asset allocation is currently 60% stocks and 40% bonds. The stock allocation decreases over time, while the bond allocation increases, as the fund approaches its target date.
What is the Vanguard 2025 Fund’s expense ratio?
The Vanguard 2025 Fund’s expense ratio is 0.11%. This is a low expense ratio compared to other target-date funds.
How has the Vanguard 2025 Fund performed?
The Vanguard 2025 Fund has outperformed its peers in terms of risk-adjusted returns over the past five years. The fund has also generated positive returns over the past one year, three years, and five years.
