Vanguard target retirement 2060 morningstar

    • [PDF File]Vanguard Target Retire 2060 Trust Select

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      Out of 165 Target-Date 2060+ investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details. Investment Information Investment Objective & Strategy Vanguard Target Retirement 2060 Trust uses an asset

    • [PDF File]Vanguard Institutional Target Retirement 2060 Fund ...

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      Morningstar Category: Target-Date 2060; Morningstar Overall ... Vanguard Institutional Target Retirement 2060 Fund Institutional Shares A Mutual Fund Third Quarter 2021 Fund Fact Sheet - Page 2 Performance (%) As of 09/30/2021. Cumulative Returns Average Annual Total Returns QTD.

    • [PDF File]Vanguard Institutional Target Retirement 2060 Fund ...

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      Vanguard Institutional Target Retirement 2060 Fund (Institutional Shares) AS OF 2021-09-30 INVESTMENT STRATEGY: The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors

    • [PDF File]Vanguard® Target Retirement 2060 Fund - Mutual of Omaha

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      Vanguard® Target Retirement 2060 Fund .....Morningstar Category..... Target-Date 2060+ Investment Objective & Strategy The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for ...

    • [PDF File]Target Retirement 2060 Fund

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      Management Company Vanguard Telephone 800-523-1036 Web Site www.vanguard.com Issuer Vanguard Group Inc Category Description: Target-Date 2060 Target-date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2056-2060) for retirement.

    • [PDF File]Vanguard Target Retirement 2060 Inv VTTSX

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      Morningstar Lifetime Mod 2060 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQ Average Below Average Out of 187 Target-Date 2060 funds. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details.

    • Vanguard Target Retirement 2060 Inv VTTSX

      Vanguard Target Retirement 2060 Inv VTTSX Category Target-Date 2060 Overall Morningstar RatingTM Morningstar Return Morningstar Risk ★★★ Average Below Average Out of 176 Target-Date 2060 funds. An investment's overall Morningstar Rating, based on its risk-adjuste d return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings.

    • [PDF File]Vanguard® Target Retirement 2060 Fund - Investor Shares

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      within a few years of 2060 (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. Past name(s) : Vanguard Target Retirement 2060 Inv.

    • [PDF File]TA Vanguard Institutional Target Retirement 2060 Ret Acct

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      Morningstar Lifetime Mod 2060 TR USD Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQQ Average Below Average Rated against 187 Target-Date 2060 funds. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details.

    • [PDF File]Vanguard Target Retirement 2060 Fund VTTSX - T. Rowe Price

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      Vanguard Target Retirement 2060 Fund VTTSX ... Morningstar Lifetime Mod 2060 TR USD QQQ Average Below Average Out of 188 Target-Date 2060 investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.

    • [PDF File]Vanguard TRF Merger Notice

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      Institutional Target Retirement 2060 Fund 0.09% Target Retirement 2060 Fund 0.08% Institutional Target Retirement 2065 Fund 0.09% Target Retirement 2065 Fund 0.08% Institutional Target Retirement Income Fund 0.09% Target Retirement Income Fund 0.08% Current expense ratio source: Vanguard, as of September 30, 2021.

    • [PDF File]Vanguard Target Retirement 2060 Fund - Insperity

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      Vanguard Target Retirement 2060 Fund The Fund seeks to provide capital appreciation and current income consistent with its current asset allocation. The Fund invests in other 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 2060.

    • [PDF File]Vanguard Target Retirement Target-Date ... - Morningstar, Inc.

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      2060 Fund Morningstar Opinion Heather Larsen 02-02-2018 The Vanguard Target Retirement series has made in-cremental adjustments to the asset-allocation glide path over time, but the goal to ...

    • [PDF File]Vanguard Institutional Target Retirement 2060 Fund ...

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      Vanguard Institutional Target Retirement 2060 Fund (Institutional Shares) AS OF 2021-12-31 INVESTMENT STRATEGY: The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors

    • Vanguard Target Retirement 2060 Inv VTTSX

      Vanguard Target Retirement 2060 Inv Target-Date 2060+ 16.32 10.22 12.08 15.52 9.78 11.69 24.18 16.97 13.84 0.72 0.57 0.81 42 40 46----Sector Weightings Stocks % Basic Materials 4.21 Consumer Cyclical 11.13 Financial Services 12.80 Real Estate 3.23 Communication Services 8.64 Energy 2.43 Industrials 9.59 Technology 17.13 Consumer Defensive 6.91

    • [PDF File]Vanguard Institutional Target Retirement 2060 Fund ...

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      Vanguard Institutional Target Retirement 2060 Fund Institutional Shares A Mutual Fund Second Quarter 2021 Fund Fact Sheet. Key Facts Investment Advisor Vanguard Group Inc Asset Class Allocation - Target-Date 2060 Primary Index Morningstar Lifetime Allocation Moderate 2060 TR USD Net Assets $7,582.8 Million Inception Date 06/26/2015 Ticker VILVX

    • Vanguard Target Retirement 2060 Fund Investor Shares VTTSX

      Vanguard Target Retirement 2060 Fund (01/12) VTTSX 0.15 16.44 19.17 13.61 - 11.62 Category Average - 0.72 16.95 19.13 13.36 - - ... Morningstar Rating™ The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life ...

    • Vanguard Target Retirement 2060 Fund VTTSX

      Vanguard Target Retirement 2060 Fund VTTSX Category Target-Date 2060 Overall Morningstar RatingTM Morningstar Return Morningstar Risk ★★★ Average Below Average Out of 188 Target-Date 2060 funds. An investment's overall Morningstar Rating, based on its risk-adjuste d return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings.

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      Vanguard Institutional Target Retirement 2060 Fund Institutional Shares VILVX Overall Morningstar Rtg T M Morningstar Analyst Rtg T M Overall Morningstar Rating is based on risk-adjusted returns, derived from a weighted average of the three-, five-, and 10-year (if applicable) Morningstar metrics.

    • Vanguard Target Retirement 2060 Inv VTTSX - NestEgg U

      Target-Date 2060 Category Index: Morningstar Lifetime Allocation Moderate 2060 TR U The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave ...

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