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Vanguard Institutional Target Retirement 2020 Fund Institutional Shares (VITWX)

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Vanguard Instl Trgt Retire 2020 Instl historical data, for real-time data please try another search
25.69 -0.11    -0.43%
11/02 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 29.75B
Vanguard Instl Trgt Retire 2020 Instl 25.69 -0.11 -0.43%

Vanguard Institutional Target Retirement 2020 Fund Institutional Shares Overview

 
Find basic information about the Vanguard Institutional Target Retirement 2020 Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VITWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US92202E7976)
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Rating
1-Year Change - 0%
Prev. Close25.8
Risk Rating
TTM Yield2.01%
ROE23.92%
IssuerVanguard
Turnover21%
ROA9.07%
Inception DateJun 26, 2015
Total Assets29.75B
Expenses0%
Min. Investment5,000,000
Market Cap73.81B
CategoryTarget - Date 2020
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 969 976 1053 1322 1491 -
Fund Return -3.08% -2.44% 5.32% 9.76% 8.32% -
Place in category 89 79 93 58 27 -
% in Category 41 42 61 41 26 -

Top Bond Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 158.16B 1.95 -2.20 1.45
  Vanguard Total Bond Market II Idx I 147.14B 1.89 -2.27 1.38
  US9229065084 119.68B 4.44 3.70 1.76
  The Vanguard Target Retire 2035 Tr1 113.17B 11.06 3.12 7.60
  The Vanguard Target Retire 2035 Tr2 113.17B 11.05 3.11 7.59

Top Funds for Target-Date 2020 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Target Retirement 2020 Inv 36.73B 7.44 1.45 5.63
  Vanguard Target Retire Trust Plus20 30.58B 7.47 1.49 5.71
  The Vanguard Target Retire 2020 Tr1 30.58B 7.45 1.47 5.70
  The Vanguard Target Retire 2020 Tr2 30.58B 7.45 1.46 5.68
  American Funds 2020 Trgt Date RetR6 10.37B 9.13 2.95 6.05

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Bond Market II Idx Inv - 30.02 - -
Vanguard Total Stock Market Idx I - 26.87 - -
Vanguard Total Intl Stock Index Inv - 18.38 - -
Vanguard Total Intl Bd II Idx Admiral - 13.50 - -
Vanguard Shrt-Term Infl-Prot Sec Idx Adm - 9.75 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Strong Sell Neutral
Technical Indicators Strong Sell Strong Sell Strong Sell
Summary Strong Sell Strong Sell Sell
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