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Vanguard Target Retirement 2035 Inv (VTTHX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Target Retirement 2035 Inv (VTTHX) Fund

    Last Trade: $18.33 on 11/21/2014, Change: +0.10 (0.55%)

 

Graph of Vanguard Target Retirement 2035 Inv Fund (VTTHX) ManagerFund Manager - William H. Coleman

Fund Manager Information

Fund Manager Tenure: 1.7 years
Fund Family: Vanguard
Fund Category: Target Date 2031-2035
Fund Performance: Oct 30, 2014
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Vanguard Target Retirement 2035 Inv Fund (VTTHX) ProfileVanguard Target Retirement 2035 Inv Fund (VTTHX) Profile

Fund Profile and Description

Vanguard Target Retirement 2035 Inv Fund seeks to provide growth of capital and current income. Vanguard Target Retirement 2035 Inv Fund primarily invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire within a few years of 2035. It allocates approximately 90% of assets to stocks and 10% to bonds.

 

Vanguard Target Retirement 2035 Inv (VTTHX) Fund Strength What we like about Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Data for Vanguard Target Retirement 2035 Inv Fund (VTTHX) as of Oct 30, 2014

  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good short-term performance (1-year return 10.33% vs 8.73% Target Date 2031-2035 category median performance)
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good mid-term performance (3-year return 14.30% vs 13.03% Target Date 2031-2035 category median performance)
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) has good Long-term performance (5-year return 12.69% vs 11.69% Target Date 2031-2035 category median performance)
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) ratio of up-years vs down years is greater than 2
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) has a Morningstar rating of 4 and above
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) has an annual stock turnover rate of 12.00% vs Target Date 2031-2035 average of 18.98%. It is good that Vanguard Target Retirement 2035 Inv management does not trade extensively for its return.
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Target Retirement 2035 Inv Fund (VTTHX) Weakness What we are cautious about Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Data for Vanguard Target Retirement 2035 Inv Fund (VTTHX) as of Oct 30, 2014

  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) management has been with Vanguard Target Retirement 2035 Inv Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • Vanguard Target Retirement 2035 Inv Fund (VTTHX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.64 that is higher than category average of 8.63
  • Asset base in Vanguard Target Retirement 2035 Inv Fund (VTTHX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Vanguard Target Retirement 2035 Inv Fund (VTTHX) performance details as of Oct 30, 2014

 

What do you think?

 

Compare Vanguard Target Retirement 2035 Inv Fund (VTTHX)Compare with other top Target Date 2031-2035 category mutual funds

Aadditional top Target Date 2031-2035 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Target Retirement 2035 Inv6.6010.3314.3012.69
American Funds 2035 Trgt Date Retire R6 (RFFTX)6.6911.0315.8813.17Compare
T. Rowe Price Retirement 2035 (TRRJX)6.0810.0815.1013.55Compare
American Century One Choice 2035 Instl (ARLIX)6.599.5212.5411.96Compare

See top fund managers for Target Date 2031-2035 Category Funds

 

Graph of Vanguard Target Retirement 2035 Inv Fund (VTTHX) Net Asset TrackingVanguard Target Retirement 2035 Inv (VTTHX) Fund Net Asset

Track net asset change of Vanguard Target Retirement 2035 Inv fund (VTTHX)

DateNet Asset
10/2014$24.35B
09/2014$24.43B
08/2014$24.43B
More historic net asset information on Vanguard Target Retirement 2035 Inv Fund (VTTHX)

  

Graph of Vanguard Target Retirement 2035 Inv Fund (VTTHX) Portfolio TrackingVanguard Target Retirement 2035 Inv (VTTHX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Target Retirement 2035 Inv fund (VTTHX)

DateCashStockBondOther
09/20141.24%82.07%15.9%0.61%
08/20141.23%82.48%15.48%0.63%
03/20141.39%83.09%14.86%0.49%
Click here to see more historic asset allocation information on Vanguard Target Retirement 2035 Inv Fund (VTTHX)

 

graph of Vanguard Target Retirement 2035 Inv Fund (VTTHX) Top 10 Position TrackingTop 10 Holdings in Vanguard Target Retirement 2035 Inv (VTTHX) Fund

Discover what Vanguard Target Retirement 2035 Inv Fund (VTTHX) manager is buying

Sep 29, 2014
Vanguard Total Stock Mkt Idx Inv [58.52%]
Vanguard Total Intl Stock Index Inv [24.67%]
Vanguard Total Bond Market II Idx Inv [13.41%]
Vanguard Total Intl Bd Idx Investor [3.35%]

Aug 30, 2014
Vanguard Total Stock Mkt Idx Inv [58.81%]
Vanguard Total Intl Stock Index Inv [24.75%]
Vanguard Total Bond Market II Idx Inv [13.14%]
Vanguard Total Intl Bd Idx Investor [3.27%]

Mar 30, 2014
Vanguard Total Stock Mkt Idx Inv [58.91%]
Vanguard Total Intl Stock Index Inv [25.34%]
Vanguard Total Bond Market II Idx Inv [12.59%]
Vanguard Total Intl Bd Idx Investor [3.14%]
Click here for Stock Holding Change Map in Vanguard Target Retirement 2035 Inv Fund (VTTHX)

  

Latest News on Vanguard Target Retirement 2035 Inv (VTTHX) Fund

See what is happening with Vanguard Target Retirement 2035 Inv Fund (VTTHX)

 

Vanguard Target Retirement 2035 Inv Fund (VTTHX) Related ResourcesSee more information on Vanguard Target Retirement 2035 Inv (VTTHX) Fund

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