Vanguard Target Retirement Income Fund Investor Shares

 (MUTF:VTINX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.47%
   
1 week   +0.94%
   
4 week
   
-0.39%  
3 month
   
-0.31%  
YTD   +4.12%
   
1 year   +5.20%
   
3 years*   +6.57%
   
5 years*   +6.77%
   
*annualized
Best 3 month return+10.88%  
Worst 3 month return-12.56%  

Morningstar statistics

Morningstar category: Retirement Income
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets11.21B 
Front load-  
Deferred load-  
Expense ratio0.16%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash5.63%  
Stocks29.42%  
Bonds64.35%  
Preferred0.07%  
Other0.52%  

Purchase information

Initial$1,000  
Additional$100  
IRA Initial$1,000  
12.82-0.04(-0.31%)
Oct 22, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors currently in retirement. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; inflation-protected public obligations issued by the U.S. Treasury; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
Fund filings (PDF) »
Asset managers:
William Coleman (Started: Feb 22, 2013)
Walter Nejman (Started: Feb 22, 2013)
Michael Buek (Started: Feb 22, 2013)
Advisor Company:
Vanguard Group, Inc.
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.89 1.16 2.40 0.84
Beta* 0.53 0.52 0.48 0.54
Mean annual return 0.53 0.60 0.57 0.46
R-squared* 92.92 86.93 86.71 85.76
Standard deviation 3.30 4.05 4.43 5.58
Sharpe ratio 1.90 1.77 1.53 0.71
* Against standard index

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