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Vanguard Target Retirement 2040 Fund (VFORX)

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44.50 +0.24    +0.54%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 94.06B
Vanguard Target Retirement 2040 Inv 44.50 +0.24 +0.54%

Vanguard Target Retirement 2040 Fund Overview

 
On this page you'll find an in-depth profile of Vanguard Target Retirement 2040 Fund. Learn about the key management, total assets, investment strategy and contact information of VFORX among other information.
Category

Target-Date 2040

Total Assets

94.06B

Expenses

0%

Inception Date

Jun 07, 2006

Investment Strategy

The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2040 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.

Contact Information

Address 100 Vanguard Boulevard
Malvern,PA 19355
United States
Phone +1 8776627447

Top Executives

Name Title Since Until
Michael R. Roach Portfolio Manager 2023 Now
Biography Michael R. Roach, CFA, Portfolio Manager. He has been with the Vanguard Group, Inc. since 1998; has worked in investment management since 2001. Education: B.S., Bloomsburg University; M.S., Drexel University.
Aurélie Denis Portfolio Manager 2023 Now
Biography Aurélie Denis, CFA, Portfolio Manager at Vanguard. She has been with Vanguard since 2016, has worked in investment management since 2017, has managed investment portfolios since 2023, and has co-managed the Fund since February 2023. Education: B.S., Pennsylvania State University.
Roger Aliaga-Diaz - 2023 Now
Biography Roger A. Aliaga-Díaz, Ph.D., is a senior economist with the Investment Strategy Group at Vanguard. Mr. Aliaga-Díaz's areas of expertise are monetary policy and global financial markets. He has published studies on investment and macroeconomic issues and most recently presented his research to the board of governors of the Federal Reserve System, the American Enterprise Institute for Public Policy Research, and the American Economic Association. Before joining Vanguard in 2007, Mr. Aliaga-Díaz was a visiting professor of macroeconomics at Drexel University's LeBow College of Business. He earned his Ph.D. in economics from North Carolina State University and his B.A. in economics from Universidad Nacional de Córdoba, Argentina
Walter Nejman Portfolio Manager 2013 Now
Biography Walter Nejman, Portfolio Manager at Vanguard. He has been with Vanguard since 2005; has worked in investment management since 2008; and has co-managed the Communication Services Index, Health Care Index, Industrials Index, and Information Technology Index Funds since 2015. Education: B.A., Arcadia University; M.B.A., Villanova University.
William A. Coleman Portfolio Manager 2013 2023
Biography William A. Coleman, CFA, Portfolio Manager at Vanguard. He has worked in investment management since joining Vanguard in 2006 and has co-managed the Conservative Allocation and Moderate Allocation Portfolios since 2013. Education: B.S., King’s College; M.S., Saint Joseph’s University.
Michael H. Buek Principal 2013 2016
Biography Mr. Buek joined Vanguard in 1987 and has been on the trading desk since 1991. He earned a BS from the University of Vermont in 1987 and an MBA from Villanova University in 1993. He also earned the CFA® certification in 1998.
Duane F. Kelly Principal 2006 2013
Biography Duane F. Kelly, Principal of Vanguard. He has been with Vanguard since 1989; has managed investment portfolios since 1992; and has co-managed the Fund since 2009. Education: B.S., LaSalle University.
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VFORX Comments

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Bertha Hudson
Bertha Hudson Aug 13, 2024 5:57PM ET
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{ luciana.m.gael }
rasel khan rasel khan
rasel khan rasel khan Jul 14, 2023 2:29PM ET
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Hi my many Window Send help you
Haz Matt
Haz Matt Mar 10, 2020 5:31AM ET
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eyes open yet or head in the sand still?
Ashley Lawton
Ashley Lawton Mar 10, 2020 5:31AM ET
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so i was being told I didn't know what I was talking about but this is my money
Zoo Monkey
Zoo Monkey Aug 20, 2019 1:10PM ET
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John is right. democrats cant produce anything they can only grab and redistribute.
John Terwilliger
John Terwilliger Jan 15, 2019 7:14AM ET
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With the Dems in charge of the house, I can see the end of our retirement savings going into the toilet. Nothing ever good comes out of them....So sad
Haz Matt
Haz Matt Jan 15, 2019 7:14AM ET
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: open your eyes dude.
Zoo Monkey
Zoo Monkey Jan 15, 2019 7:14AM ET
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John is right. democrats cant produce anything they can only grab and redistribute.
Yevo Stalsta
Yevo Stalsta Jan 15, 2019 7:14AM ET
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I know, late to the party. democrats are a bunch of people who were taught, trained, conditioned to destroy the USA. They literally think what's wrong is right.
 
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