Back to top
Vanguard Target Retirement 2030 Fund: (MF: VTHRX)
(NASDAQ Mutual Funds) As of Sep 3, 2025 08:00 PM ET
$41.90 USD
+0.12 (0.29%)
Zacks MF Rank
NA
Fund Description
The fund invests in a diversified blend of Vanguard mutual funds, tailored to meet the asset allocation needs of investors planning to retire around 2030. Its strategy includes a gradual shift towards a more conservative approach, reducing stock allocations while increasing investments in bonds and other fixed income securities over time. Within seven years post-2030, the fund's asset allocation is expected to resemble that of a retirement income fund. As of September 30, 2024, the fund holds a mix of U.S. and foreign stocks across various capitalizations, along with a diverse array of fixed income securities, including government and corporate bonds, both U.S. and foreign, with currency risks hedged.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Vanguard Target Retiremt 2030 Inv | VTHRX | NA | NA | 0.00 | 0.00 | 0.00 | 0.08 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Vanguard Target Retiremt 2030 Fd | VTHRX | 41.90 | 6/7/2006 | 2.50 | 10.77 | 9.88 | 7.88 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Vanguard Target Retiremt 2030 Inv | VTHRX | 1000 | 1 | 0 | A |
Contact Information
| Family | Vanguard Group |
| Address | 100 Vanguard Blvd. Malvern, PA 19355 |
| Phone | 800 662-7447 |