Vanguard Target Retirement 2040 Fund: (MF: VFORX)
(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET
$49.64 USD
+0.18 (0.36%)
Fund Description
The fund invests in a diversified mix of underlying Vanguard mutual funds, utilizing an asset allocation strategy tailored for investors planning to retire around 2040. It is structured for those who intend to withdraw their account value over an extended period following the target year. The fund's allocation will progressively shift to a more conservative stance, reducing its exposure to stocks while increasing its investments in bonds and other fixed-income assets. Within seven years post-2040, its asset allocation is expected to resemble that of the Vanguard Target Retirement Income Fund. The portfolio encompasses a blend of U.S. and foreign large, mid, and small-cap stocks, along with a range of U.S. government and investment-grade bonds, both domestic and foreign.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Target Retiremt 2040 Inv | VFORX | NA | NA | 0.00 | 0.00 | 0.00 | 0.08 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Target Retiremt 2040 Fd | VFORX | 49.64 | 6/7/2006 | 2.16 | 12.95 | 14.18 | 9.47 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Target Retiremt 2040 Inv | VFORX | 1000 | 1 | 0 | A |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |