vanguard target retirement 2045 trust ii 55 N/A 6. 4 (13) 4. Within seven years after 2045, the trust’s asset allocation should resemble that of the Target Retirement Income Trust Select. 11) o VTR25 – Vanguard Target Retirement Trust 2025 II (. 56 3. The asset allocation of the target date funds will become more conservative as the target date approaches by lessening the equity exposure and increasing the Vanguard Retirement Savings Trust III Vanguard Total Bond Market Index Fund DFA Five-Year Global Fixed Income Portfolio Target Retirement 2045 Trust II IAM Vanguard Target Retirement 2045 Trust II 1 1. 11 14. 75%: 3. 88 4. m. 50 Vanguard Target Retirement 2045 78,893,222 7. 4 The Vanguard Target Retirement Funds are collective investment trust[s] maintained by Vanguard. 03%. 23 02/29/2008 BENCHMARK: Dow Jones Target 2045 Index4 1. Vanguard Target Retirement 2045 Tru: Vanguard Fiduciary Trust Company: DFE: Common/Collective Trust: Vanguard Target Retirement Trust II: Vanguard Fiduciary Trust Vanguard Retirement Svngs Trust III: Vanguard Fiduciary Trust Company: Vanguard Target Ret. 09& 0. As the fund gets close to 2025, it plans to have higher asset allocation to bonds Vanguard Target Retirement 2055 Trust I seeks to provide capital appreciation and current income consistent with its current asset allocation. 04 9. American Century Value Instl Vanguard Instl Index 500 # American Funds New Economy R6 # T. 2 (9) 6. 07 -7. Benchmark Target Retirement 2045 Composite Ix Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $26,940 Fund as of 12/31/19 $27,411 Benchmark as of 12/31/19 Annual returns Vanguard Target Retirement 2045 Trust II N/A Vanguard Target Retirement 2050 Trust II N/A Vanguard Target Retirement 2055 Trust II N/A Vanguard Target Retirement 2060 The Vanguard Target Retirement Date Trusts II are the qualified default investment alternatives. 11) o VTR15 – Vanguard Target Retirement Trust 2015 II (. Collective Investment Trusts (CITs) are bank administered trusts, subject to regulation under applicable banking laws, that hold commingled assets that invest for a specific IAM Vanguard Target Retirement 2045 Trust II 1 0. 71 Target Retirement 2045 Fund 2. $137,932,973. 09% for the 2065 fund. 08 / 0. 50 +23. 39 Target Retirement 2025 Fund 7. Add to watchlist. 6 (6 Vanguard Target Retirement 2045 Trust II 2 1. 15%: VTHRX. investment, market cap and category. 8 (14) 12. 294. Benchmark: Target Retirement 2065 Composite Ix : Growth of a $10,000 investment : July 31, 2017— December 31, 2020: $14,486 : Fund as of 12/31/20 : $14,618 . Rowe Price Mid-Cap Value # T. 80 03/03/2008 BENCHMARK: Dow Jones Target 2045 Index6 1. 50 Vanguard Total Intl Bd Idx Investor 7. 6 (18) 6. 30 7. 86 +11. 60 Vanguard Total Bond Market II Idx Inv 17. $17. 2 2. 14 13. 90. 54 +2. With target-risk funds, you generally Vanguard Target Retirement 2030 Fund . 1 -1. 16 Vanguard Federal Money Market 2,128,708 0. The Trust aims to provide capital appreciation and current income consistent with its current Vanguard Target Retirement 2045 Trust uses an asset allocation strategy designed for investors planning to retire between 2043 and 2047. 42%; Neuberger Berman Oppc Fxd Inc Tr Cl · The following Vanguard Target Retirement Trusts were available during 2010 through May 2011: Vanguard Target Retirement Income Trust II, Vanguard Target Retirement 2005 Trust II, Vanguard IAM Vanguard Target Retirement 2045 Trust II 1 0. Vanguard Target Retirement Income Trust. 0. 21 8. 99 Voya Target Retirement 2045 Fund: VTRMX: 92913M575 +2. If you do not make any investment choices, your contributions will be invested in the Vanguard Target Retirement Trust based on the year in which you will turn age 65 as determined by the 401(k) Plan. Vanguard Target Retirement 2040 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. 34 1. The Vanguard Target Retirement 2030 Fund (VTHRX) is designed for investors who wish to retire between 2028 and 2032, and its minimum initial investment is VFFVX | A complete Vanguard Target Retirement 2055 Fund;Investor mutual fund overview by MarketWatch. 98 Vanguard Target Retirement 2045 Trust II Target Retirement 2050 Trust II Common collective trust 20,094,891 Vanguard Target Retirement 2055 Trust II Target Retirement 2045 Trust II: Vanguard Fiduciary Trust Company: DFE: Common/Collective Trust: $55,541,456: Trp Stable Value Common Trust Fund: T. 00. 11 k 4 Target Date Funds are an asset mix of stocks, bonds and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. Click a fund name to view the fund profile for additional detail. com DA: 17 PA: 30 MOZ Rank: 48. 11 0. 22 Target-date portfolios can anchor a retirement plan with consistent diversification Any workplace savings plan should offer a number of investment options. 89 16. 28 17. View & analyze the 0P0000PW1Y fund chart by total assets, risk rating, Min. The Plan provides for automatic deferral increases by 1% of compensation each January, as defined by the Plan, for employees who are automatically enrolled in the Plan. 18% 0. 1968 – 1972 Vanguard Target Retirement 2035 Trust II 1973 – 1977 Vanguard Target Retirement 2040 Trust II 1978 – 1982 Vanguard Target Retirement 2045 Trust II 1983 – 1987 Vanguard Target Retirement 2050 Trust II 1988 – 1992 Vanguard Target Retirement 2055 Trust II 1993 – 1997 Vanguard Target Retirement 2060 Trust II On or after 1998 IAM Vanguard Target Retirement 2045 Trust II 1 1. In total that means a cost of 0. The target year is identified in the name of the fund. 8 million. 14 10. 24 12. Voya Corporate Leaders® Trust Fund Series B : LEXCX: 92912M105 +3. Excess Funds List . 8 (14) 12. The funds provide broad diversification while incrementally decreasing exposure to stocks and increasing exposure to bonds as each fund’s target retirement date approaches. 03 2. 4 Vanguard. 88 Target Retirement 2040 Fund 2. workforce in or within a few years of 2045 (the target year). 38%: Capital Preserva This category consists of the Northern Trust Collective Aggregate Bond Index Fund - Lending, Blackrock Extended Equity Market Fund, Blackrock MSCI EAFE Equity Index Fund, Vanguard Target Retirement Income Trust II, Vanguard Target Retirement 2015 Trust II, Vanguard Target Retirement 2020 Trust II, Vanguard Target Retirement 2025 Trust II · Effective July 1, 2008 the Plan introduced Vanguard Target Retirement Trusts II, including: Vanguard Target Retirement Income Trust II, Vanguard Target Retirement 2005 Trust II, Vanguard Target Retirement 2010 Trust II, Vanguard Target Retirement 2015 Trust II, Vanguard Target Retirement 2020 Trust II, Vanguard Target Retirement 2025 Trust Investments in the Vanguard Retirement Savings Trust IV, held as of December 31, 2019, were recorded at a fair value of $72. N/A Vanguard Target Retirement Income Trust (CIT) II Note – Collective investment trusts (CIT) are not publicly traded funds and they do not have ticker symbols. 50% per year. Rowe Price Trust Age Appropriate Vanguard Target Retirement Series Trust II CIT N/A Vanguard LifeStrategy Income Fund Investor Shares VASIX Vanguard LifeStrategy Moderate Growth Fund Investor Shares VSMGX Vanguard Target Retirement Income. 79 1. 6 Vanguard Target Retirement 2055 Inv Schwab Indexed Retirement Trust Fund 2045: 3. 13 3. Products and services are written or provided by subsidiaries or affiliates of American International Group, Inc. 08% Vanguard® Target Retirement 2025 Fund Investor Shares (Fund #926) 0. 55 3. , Eastern time Simplify your finances with any of the following optional services for this fund: Wire Redemption Sell shares from your nonretirement Vanguard account and transfer the proceeds to your bank account by wire. Vanguard Target Retirement is a suitable target-date series for any investor. You have an additional way to save for retirement through the Roth 401(k) contribution. Within seven years after 2045, the trust’s asset allocation should resemble that of the Target Retirement Income Trust II. 3 (42) 7. View mutual fund news, mutual fund market and mutual fund interest rates. Vanguard - Product detail workforce in or within a few years of 2045 (the target year). com Vanguard Target Retirement 2045 Trust II Asset Class: Target Date Funds Category: Target-Date 2045 Investment Objective Vanguard Target Retirement 2045 Trust uses an asset allocation strategy designed for investors planning to retire between 2043 and 2047. Quote Fund Analysis Performance Risk Price Portfolio People Parent NAV / 1-Day Return. 15 16. 12 02/29/2008 BENCHMARK: Dow Jones Target 2045 Index4 1. 68 10. 05 2. Principal invested is not guaranteed. Among these options, a target-date strategy offers portfolio diversification across stocks and bonds that may be attractive to people who do not want to place all eggs in one basket. Research information including fund fees, cost projections and minimum investments for Vanguard Target Retirement 2045 Fund. If you own stocks through mutual funds or ETFs (exchange-traded funds), the company will pay the dividend to the fund, and it will then be passed on to you through a fund dividend. Benchmark: Target Retirement 2040 Composite Ix : Growth of a $10,000 investment : January 31, 2011— December 31, 2020: $25,470 : Fund as of 12/31/20 : $26,055 . Benchmark: Target Retirement 2055 Composite Ix : Growth of a $10,000 investment : January 31, 2011— December 31, 2020: $25,980 : Fund as of 12/31/20 : $26,529 . Currently, it is designed to begin reducing investment risk and exposure to stocks as contributions grow. 03 +0. Or, if you have a higher risk 1 Bain & Company 401k: Vanguard Target Retirement 2045 Trust II Yes $15,001 - $50,000 None (or less than $201) # EMPLOYER OR PARTY CITY, STATE STATUS AND TERMS DATE 1 Bain & Company Boston, Massachusetts I have a 401(k) with my former employer, Bain & Company. Vanguard Target Retirement 2025 Trust II Asset Class: Target Date Funds Category: Target-Date 2025 Investment Objective Vanguard Target Retirement 2025 Trust uses an asset allocation strategy designed for investors planning to retire between 2023 and 2027. 5 (29) 7. Investment returns and princi Performance charts for Vanguard Target Retirement Income Trust II Fund (CIT1471) including intraday, historical and comparison charts, technical analysis and trend lines. I currently selected "Vanguard Target Retirement 2045 Trust I" and put all my savings there. 36 9. 94 4. Roth In-plan conversion. Each trust seeks to provide capital Vanguard Target Retirement 2045 Trust II Target Retirement 2050 Trust II Common collective trust 16,337,881 Vanguard Target Retirement 2055 Trust II GreatRWest&Lifetime&2045&Trust&II& 0. The Vanguard Target Retire 2045 Trust II 2,4,18 N/A 0. Learn more about this portfolio's investment strategy and policy. 31 15. 22 Vanguard Target Retirement 2045 17. 87 13. Annual returns VanguardTarget Retirement 2030 Fund Investor Shares (VTHRX) VanguardTarget Retirement 2035 Fund Investor Shares (VTTHX) VanguardTarget Retirement 2040 Fund Investor Shares (VFORX) VanguardTarget Retirement 2045 Fund Investor Shares (VTIVX) VanguardTarget Retirement 2050 Fund Investor Shares (VFIFX) Asset class: Balanced Funds (Stocks and Bonds) Category: Target-Date 2011-2015: Expense ratio as of 01/04/2016: 0. The plan is with Wells Fargo. 99 8. The trust invests in Vanguard mutual funds using an asset allocation strategy designed for Luckily among my investment choices are the Vanguard Target Retirement date funds which have fairly low expense ratios (≤0. 89 4. 53 14. 29. 92 16. 53 14. But for the purposes of comparing funds, it should be pretty close. Monday through Friday 8 a. 10% 11. Prior Plan Type Please check one: Qualified Plan 403(b) Governmental 457 $ $ $ Vanguard Target Retirement 2045 Trust Vanguard Target Retirement 2045 Trust II Common/Collective Trust Fund ** 66,679,717 Vanguard Target Retirement 2055 Trust II Vanguard Target Retirement 2030 Fund Investor Shares Inv (VTHRX) dividend growth history: By month or year, chart. Vanguard Target Retirement 2025 Trust II AS OF 2018-03-31 INVESTMENT STRATEGY: Vanguard Target Retirement 2025 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. 79 02/29/08 Vanguard Target Retirement 2050 Composite Lx (1. 91 8. 11) o VTR25 – Vanguard Target Retirement Trust 2025 II (. Rowe Price Small-Cap Value Fund Vanguard Target Retirement 2045 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. Investment strategy The trust invests in Vanguard mutual funds using an asset allocation strategy designed for investors planning to retire and leave the workforce in or Vanguard Target Retirement 2040 Fund’s Objective: Seeks to provide capital appreciation and current income consistent with its current asset allocation. 00 2. 16 Credit Analysis: % Bonds as of 11-30-20 AAA 51 BB 0 AA 10 B 0 A 16 Below B 0 BBB 23 Not Rated 0 Morningstar Super Sectors as of 12-31-20 % Fund h Cyclical 35. All Cap Vanguard Retirement The Voya Target Retirement 2025 Fund is designed for people who plan to begin living their retirement goals in the years 2023 to 2027. 26& Vanguard Target Retirement 2045 Fund(1) 0. 11) o VTR20 – Vanguard Target Retirement Trust 2020 II (. Vanguard Target Retirement 2030 Vanguard Target Retirement 2020 Fund Investor Shares. If you do not make any investment choices, your contributions will be invested in the Vanguard Target Retirement Trust based on the year in which you will turn age 65 as determined by the 401(k) Plan. , as of December 31, 2019. The trust’s asset allocation will become more conservative over time. 2 (8) 15. The trust’s asset allocation will become more conservative over time. 03/12/2021 12:00 AM NAV. FFKFX Vanguard Target Retirement 2040 Trust II CIT; N/A FIDELITY FREEDOM K 2045; FFKGX Vanguard Target Retirement 2045 Trust II CIT; N/A FIDELITY FREEDOM K 2050; FFKHX Vanguard Target Retirement 2050 Trust II CIT; N/A FIDELITY FREEDOM K 2055; FDENX Vanguard Target Retirement 2055 Trust II CIT; N/A FIDELITY FREEDOM K 2060 Vanguard Target Retirement 2045 Trust II 27,830,336 1. If you're already a Vanguard client: Call 800-888-3751. Account fees add 0. Vanguard Target Retirement 2045 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. 19%: Vanguard Target Retirement 2045 Fund Investor Shares: VTIVX: C: U. Within seven years after 2045, the trust’s asset allocation should resemble that of the Target Retirement Income Trust I. 90 B. Refer to the enclosed Notice of Change in election and existing balance to the appropriate Vanguard Target Retirement Trust II unless you make an active election to other funds in the Plan by 4 p. Total funds found must be 250 or less to get results. Investments in the Wells Fargo Stable Return Fund G, held as of December 31, 2018, were recorded at a fair value of $70. 7 9. com or call the Participant Service Center at 800. Westwood SmallCap Fund Y Class Shares. 13%. The underlying funds are: Vanguard Total Bond Market II Index The "Target Retirement 2045" and "Target Retirement 2045 Trust Plus" are the same underlying fund, but the latter is offered through employers. These portfolios aim to provide investors with an optimal level of return and risk, based solely on the target date. A CIT is an investment vehicle that is available only to qualified retirement plans. 16 14. For additional information, please visit our website at https://www. Benchmark as of 12/31/20 . 11 k The Vanguard Target Retirement Trusts including the Vanguard Target Retirement 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055 Trusts and the Vanguard Target Retirement Income Trust II invest in several Vanguard funds, primarily low-cost index funds, to create a broadly diversified mix of stocks and bonds. 85 Vanguard funds account for a third of the 100 most popular 401(k) retirement products. 81 12. . We rank Vanguard's best actively managed funds, including its target-date solutions. 24 12. Investments in Target Retirement Funds are subject to the risks of their underlying funds. 0073: VWNFX: As of 10/31/2020 : As 1958 – 1962 Vanguard Target Retirement 2025 Trust II 1963 – 1967 Vanguard Target Retirement 2030 Trust II 1968 – 1972 Vanguard Target Retirement 2035 Trust II 1973 – 1977 Vanguard Target Retirement 2040 Trust II 1978 – 1982 Vanguard Target Retirement 2045 Trust II 1983 – 1987 Vanguard Target Retirement 2050 Trust II 1988 – 1992 Vanguard Target Retirement 2045 Trust, II Vanguard Target Retirement 2050 Trust, II Vanguard Target Retirement 2055 Trust, II Vanguard Target Retirement 2060 Trust, II Vanguard Target Retirement 2045 Trust II. Gallagher & Co. 90 9. It features an engaged management team and an unpretentious approach to portfolio construction. The trust seeks to provide growth of capital and current income consistent with its current target allocation by investing in a gradually more conservative mix of the following Vanguard funds: Total Stock Vanguard Target Retirement 2045 Inv VTIVX Morningstar Analyst Rating Analyst rating as of Mar 3, 2021. jhrps. Still confused. com. 11) o VTR10 – Vanguard Target Retirement Trust 2010 II (. VTIVX | A complete Vanguard Target Retirement 2045 Fund;Investor mutual fund overview by MarketWatch. Vanguard Target Retirement 2045 Trust II Target Retirement 2050 Trust II Common collective trust 16,337,881 Vanguard Target Retirement 2055 Trust II The above is not unique to Vanguard, and if there is a company whose target date funds I would choose over others it would be theirs. Vanguard Retirement Savings Trust II. 44 13. Vanguard Target Retirement 2045 Trust II . 8 (5) 18. 0 (21) 12. Here are my options: Vanguard Inst Target Ret 2010 Fund Vanguard Inst Target Ret 2015 Fund Vanguard Inst Target Ret 2020 Fund Vanguard Inst Target Ret 2025 Fund Vanguard Inst Target Ret 2030 Fund Vanguard Inst Target Ret 2035 Fund Vanguard Inst Target Ret 2040 Fund Vanguard Inst Target Ret 2045 Fund Vanguard Inst Target Ret 2050 VANGUARD CHESTER FUNDS - Vanguard Target Retirement 2045 Fund Investor Shares: 34,366,434,873: VAN ECK ASSOCIATES CORP: 34,336,625,000: Goldman Sachs Trust II Vanguard Target Retirement 2015 Trust II Common/Collective Trust Vanguard Target Retirement 2020 Trust II Vanguard Target Retirement 2025 Trust II Vanguard Target Retirement 2030 Trust II Vanguard Target Retirement 2035 Trust II Vanguard Target Retirement 2040 Trust II Vanguard Target Retirement 2045 Trust II Vanguard Target Retirement 2050 Vanguard Fiduciary Trust Company (VFTC) is the trustee and maintains the Plan assets. So, for instance, if you plan to retire in or near 2045, you would pick a fund with 2045 in its name. , VTIVX and Target date funds can also be used for other long-term investment goals like saving for a child's college tuition. 87%: VTIVX. II. 02 +0. Investment strategy The trust invests in Vanguard mutual funds using an asset allocation strategy designed for investors planning to retire and leave the See fees data for Vanguard Target Retirement 2045 Fund (VTIVX). Since I'm in my early 30s, should I go for more aggressive selections right now? Target Retirement 2045 Trust II: Vanguard Fiduciary Trust Company: DFE: Common/Collective Trust: $0: Target Retirement 2040 Trust II: Vanguard Fiduciary Trust Company: The default investment option established under the Plan is a Vanguard Target Retirement Trust based on the participant’s date of birth. For example, the Fidelity Freedom 2030 Fund ("FFFEX") is a fund 4 Target Date Funds are an asset mix of stocks, bonds and other investments that automatically becomes more conservative as the fund approaches its target retirement date and beyond. 16 Credit Analysis: % Bonds as of 11-30-20 AAA 51 BB 0 AA 10 B 0 A 16 Below B 0 BBB 23 Not Rated 0 Morningstar Super Sectors as of 12-31-20 % Fund h Cyclical 35. Vanguard Target Retirement Trusts provide a professionally maintained, diversified mix of investments that shifts its emphasis to more conservative investments as the year of retirement nears. Vanguard Target Retirement 2045 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. 11) o VTR20 – Vanguard Target Retirement Trust 2020 II (. The underlying funds are: Vanguard Total Bond Market II Index Vanguard Target Retirement 2020 Trust II is a collective investment trust incorporated in the USA. It is common for target-date funds to invest in numerous stocks of companies that pay dividends. Vanguard Target Retirement 2045 Fund Investor Shares. 2 (9) 6. 27 j Sensitive 42. Fund. com workforce in or within a few years of 2045 (the target year). 06%) American Funds EuroPacific Growth Fund® Class R-6 (RERGX) (Exp Ratio:0. 74 Vanguard Total Intl Stock Index Inv 30. Use Page help to see definitions of the The Vanguard Target Retirement 2050 Fund (NASDAQMUTFUND:VFIFX) is a target date mutual fund that's suited for those looking to retire in or around the year 2050. 35 2. You can also use this tool to compare the history of a Vanguard fund with that of a benchmark or a fund from another fund family. Refer to the enclosed Notice of Change in 1955 – 1959 Vanguard Target Retirement 2020 Trust II 1960 – 1964 Vanguard Target Retirement 2025 Trust II 1965 – 1969 Vanguard Target Retirement 2030 Trust II 1970 – 1974 Vanguard Target Retirement 2035 Trust II 1975 – 1979 Vanguard Target Retirement 2040 Trust II 1980 – 1984 Vanguard Target Retirement 2045 Trust II 1985 – 1989 Vanguard Target Retirement 2045 Trust II. Principal invested is not guaranteed. Each trust seeks to provide capital US SA Conservative Allocation 1 year gross return 1 year net return 5 year gross return 5 year net return; PensionTrend Conservative Income Fund 65: 3. 27 10. Near-retirees may find The Vanguard Target Retirement 2030 Fund is one of a series of Vanguard’s life-cycle funds using a targeted-maturity approach. 90) 2. 67%& $42,130. Click Additional criteria to select more fields. Search tips. Hoping someone can explain it better than that guy. 12 8. Investments in Target Retirement Trusts are subject to the risks of their underlying funds. BFAM Bright Horizons Family Solutions Inc Annual Report of Employee Stock Plans (11-k) The Vanguard Target Retirement Trusts, including the Vanguard Target Retirement 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055 Trusts and the Vanguard Target Retirement Income Trust II, invest in several Vanguard funds, primarily low-cost index funds, to create a broadly diversified mix of stocks and bonds. 15 16. 24% per year. 95 +30 PIMCO Real Return Collective Trust II 934,961 0. 11% for the 2015 fund and fall to 0. Investment strategy The trust invests in Vanguard mutual funds according to an asset allocation strategy designed for investors currently in retirement. Rowe Price Mid-Cap Growth # T. 55%: The Vanguard Target Retire. Gallagher & Co. Vanguard Target Retirement 2045 Trust II Asset Class: Target Date Funds Category: Target-Date 2045 Investment Objective Vanguard Target Retirement 2045 Trust uses an asset allocation strategy designed for investors planning to retire between 2043 and 2047. Vanguard Target Retirement 2045 Trust Select. Vanguard Target Retirement 2045 Trust Plus (Exp Ratio:0. 51 8. 60 Vanguard Total Bond Market II Idx Inv 17. Rollover Form Arthur J. The Vanguard Target Retirement 2045 Fund is part of the increasingly popular category of target-date funds. Active Ongoing charges for each target fund are shown below in blue and this component dominates the total cost of owning Vanguard Target Retirement Funds and is 0. Sources: Vanguard and Morningstar, Inc. 67 16. Plan Benefit Arrangement Trust Participant Information as of 12/31/2015. vanguard fiduciary trust company target retirement 2045 master trust C/O Vanguard Fiduciary Trust Company, PO Box 2600, Valley Forge, US-PA, 19482, US 2015-10-02 Vanguard Total Stock Mkt Idx Inv 44. 00 The Vanguard Target Retirement 2040 Fund Vanguard Total Bond Market II Index Fund you can choose to invest a bit more aggressively by choosing another fund with a target of 2045 or even Vanguard Target Retirement Income Trust II Vanguard Target 2045 election and existing balance to the appropriate Vanguard Target Retirement Trust II unless you make an active election to other funds in the Plan by 4 p. 00%. 59 14. 48% to 0. 74 Target Retirement 2020 Fund 9. 51900-1-1 3 Choose one of the investment strategies from A, B, or C below Vanguard's robo-advisor makes staying on track to your retirement goal simple—through automated, personalized investing. The only differences I see are the expense ratio and the minimum investment dollars. 13% → Vanguard® Target Retirement 2025 Fund Browse a list of Vanguard funds, including performance details for both index and active mutual funds. Vanguard Target Retirement 2025 Trust II is a collective investment trust incorporated in the USA. aig. m. 86 The Vanguard Target Retire 2050 Trust II Vanguard Retirement Savings Trust seeks to provide current and stable income, while maintaining a stable share value of $1. 86 The Vanguard Target Retire 2050 Trust II Vanguard Target Retirement 2065 Trust II PDF file opens in new window Fund Fact Sheet User’s Guide This helpful guide provides a glossary of terms and benchmark definitions commonly found on the downloadable fund fact sheets. PIMCO Real Return Collective Trust II: PDF: Target-Date Retirement: 06/22/2007: The Vanguard Target Retire 2015 Trust I: PDF: The Vanguard Target Retire 2045 View Top Holdings and Key Holding Information for Vanguard Target Retirement 2030 (VTHRX). 14 10. Vftc Target Retirement 2040 Trust I. Vanguard Target Retirement is a suitable target-date series for any investor. Vanguard® Target Retirement 2015 Fund Trust II Shares (Fund #6828) 0. 22. Bogle. 89 4. 93 16. 89 4. 79 Find the latest Vanguard Target Retirement 2045 (VTIVX) stock quote, history, news and other vital information to help you with your stock trading and investing. See how Digital Advisor can work for you All investing is subject to risk, including the possible loss of the money you invest. It offers broad diversification while gradually decreasing stock Find our live Vanguard Target Retire 2055 Trust Ii fund basic information. These funds are designed with a glide path that automatically adjusts to become more Industry averages exclude Vanguard. 0699: Windsor II Fund Inv. 15 +6. 78 10. 4 (13) 4. 06 28. └──┴──┴──┘% └──┴──┴──┘% └──┴──┴──┘% └──┴──┴──┘% R0 Vanguard Target Retirement 2035 Trust II └──┴──┴──┘ % └──┴──┴──┘ % └──┴──┴──┘ % └──┴──┴──┘ % RA Vanguard Target Retirement 2045 Trust II Vanguard Total Stock Mkt Idx Inv 44. ET on February 20, 2020 . 59,801 Vanguard Target Retirement 2060 Trust II Vanguard Target Retirement Trust II: Consists of separate trusts which invest in Vanguard mutual funds using an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of the participant's target retirement year (2015, 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055, 2060, and 2065 Vanguard Target Retirement 2045 Trust II 2 1. The Trust aims to provide capital appreciation and current income consistent with its current Vanguard Target Retirement 2040 Trust II . 06%) American Funds EuroPacific Growth Fund® Class R-6 (RERGX) (Exp Ratio:0. 50 Vanguard Total Intl Bd Idx Investor 7. Rollover Amount III. 34 +1. 09%: VTTHX. 9 (7) 03/01/2008 Vanguard Target 2045 Composite Index 2. S. The firm is based in Malvern, Pennsylvania and offers a wide range of financial products and services, including mutual funds, exchange-traded funds (ETFs), brokerage services, institutional and personal retirement plan services, college savings programs, charitable endowment The Voya Target Retirement 2040 Fund is designed for people who plan to begin living their retirement goals in the years 2038 to 2042. Ix Investment objective Vanguard Target Retirement Income Trust II seeks to provide current income and some capital appreciation. 61 03/03/2008 BENCHMARK: Dow Jones The following investment funds are available in the 401(k) Plan. 17 7. 1%: 16. 17 7. • Asset Allocation o VTRIC – Vanguard Target Retirement Income Trust II (. 88 Target Retirement 2030 Fund 5. Within seven years after 2045, the trust’s asset allocation should resemble that of the Target Retirement Income Trust II. Benchmark: Target Retirement 2015 Composite Ix : Growth of a $10,000 investment : January 31, 2011— December 31, 2020: $19,641 : Fund as of 12/31/20 : $19,908 . Vanguard Target Retirement 2025 Fund Investor Shares. 33 14. $14. Target Retirement 2025 Trust uses an asset allocation strategy designed for investors planning to retire between 2023 and 2027. Discover historical prices for VTIVX stock on Yahoo Finance. 28 -0. 88 8. 8 (16) 03/01/2008 Vanguard Target 2045 Composite Index -1. 43 8. The Roth In-plan conversion service allows participants to build more tax- free retirement income. > Vanguard Target Retirement Trust II funds are target-date funds. 43 10. Vanguard Target Retirement 2025 Trust II AS OF 2020-12-31 INVESTMENT STRATEGY: Vanguard Target Retirement 2025 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. Target Date 2041-2045 Number of Funds Vanguard Target Retirment 2050 Trust II 0. Quote Fund Analysis Performance Risk Price Portfolio People Parent All Funds by ** Returns are adjusted for fees where applicable. 21 9. 50 22. 34. 94) 2. 13% → Vanguard® Target Retirement 2020 Fund Trust II Shares (Fund #6829) 0. Benchmark Target Retirement 2045 Composite Ix Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $26,940 Fund as of 12/31/19 $27,411 Benchmark as of 12/31/19 Annualseven returns Target Retirement 2045 Composite Ix Investment objective Vanguard Target Retirement 2045 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. 1. 80 03/03/2008 BENCHMARK: Dow Jones Target 2045 Index6 1. 08% 1983 – 1987 Vanguard Target Retirement 2050 Trust II 0. However, I'd like to be a little more hands-on and get lower expense ratios with part of my money. View & analyze the 0P0000PW20 fund chart by total assets, risk rating, Min. 1 0. 3575 prior to June 29, 2015 to choose how you want to allocate your future The Vanguard Target Retire 2045 Trust II 1,2,15 N/A 0. The following investment funds are available in the 401(k) Plan. Vanguard Target Retirement 2045 Trust uses an asset allocation strategy designed for investors planning to retire between 2043 and 2047. Benchmark as of 12/31/20 . investment, market cap and category. 31 12. The underlying funds are: Vanguard Total Bond Market II Index Fund, The current lineup of Vanguard Target Funds includes the Vanguard Target Retirement Income Fund and Target Retirement Funds 2015, 2020, 2025, 2030, 2035, 2040, 2045, 2050, 2055, 2060, and 2065. The Vanguard Group intended this Target Retirement 2045. 8 (5) 18. Annual returns workforce in or within a few years of 2045 (the target year). 00 (1. Vanguard is not affiliated with Prudential Financial or its affiliates. I guess this is a good thing as the the trust fund has a lower expense ratio. 6 (19) 11. 2045 Trust II: Vanguard Fiduciary Trust Company: DFE: Common • Asset Allocation o VTRIC – Vanguard Target Retirement Income Trust II (. However, the above shows why you should trust not even the Vanguard Fiduciary Trust Company. 46%) AIG is the marketing name for the worldwide property-casualty, life and retirement, and general insurance operations of American International Group, Inc. 79 +0. 08% 1988 – 1992 Vanguard Target Retirement Vanguard Target Retire Inc Trust II Schwab Indexed Retirement Trust 2010 Fund Yes Vanguard Total Bond Market Index I Schwab US Aggregate Bond Index Yes The determination as to whether the option is similar in style and objective was made by the plan sponsor and/or their investment advisor. 03 10. 56%: Schwab Indexed Retirement Trust Fund 2050: 3 Vanguard Target Retirement 2045 Trust Plus (Exp Ratio:0. The trust’s asset allocation will become more conservative over time. Annual returns Vanguard Target Retirement 2045 Inv VTIVX Morningstar Analyst Rating Analyst rating as of Mar 3, 2021. 11) o VTR30 – Vanguard Target Target-date portfolios can anchor a retirement plan with consistent diversification Any workplace savings plan should offer a number of investment options. The 401(k) is managed by Vanguard, and neither I nor my former employer make any further Use our price history charting tool to see a price history graph for any Vanguard fund. 83 +8. 86 N/A 03/03/2008 BENCHMARK: Dow Jones The bottom line: Vanguard is the king of low-cost investing, making it ideal for buy-and-hold investors and retirement savers. 58% BlackRock LifePath 2045 CF: 0. 06%) Vanguard Target Retirement 2040 Trust Plus (Exp Ratio:0. 06%) Vanguard Target Retirement 2040 Trust Plus (Exp Ratio:0. 27 10. Dividend history includes: Declare date, ex-div, record, pay, frequency, amount. View mutual fund news, mutual fund market and mutual fund interest rates. Benchmark as of 12/31/20 . The Trust aims to provide capital appreciation and current income consistent with its current Vanguard Target Retirement 2015 Trust II seeks to provide capital appreciation and current income consistent with its current asset allocation. But active traders will find the broker falls short despite its $0 Vanguard Target Retirement 2045 Trust II 23,220 — Vanguard Target Retirement 2045 Fund — 16,857 Vanguard Target Retirement 2050 Trust II 6,639 — Vanguard Target Retirement 2050 Fund 1955 – 1959 Vanguard Target Retirement 2020 Trust II 1960 – 1964 Vanguard Target Retirement 2025 Trust II 1965 – 1969 Vanguard Target Retirement 2030 Trust II 1970 – 1974 Vanguard Target Retirement 2035 Trust II 1975 – 1979 Vanguard Target Retirement 2040 Trust II 1980 – 1984 Vanguard Target Retirement 2045 Trust II 1985 – 1989 Vanguard Retirement Savings Trust III Vanguard Total Bond Market Index Fund DFA Five-Year Global Fixed Income Portfolio Target Retirement 2045 Trust II Target Retirement 2045 Trust II Vanguard Retirement Savings Trust III Vanguard Total Bond Market Index Fund DFA Five-Year Global Fixed Income Portfolio Pre-tax contributions of participants who are automatically enrolled in the Plan will be invested in the appropriate Vanguard Target Retirement Funds based on the participant's date of birth unless the participant elects to have contributions invested within any of the other investments permitted under the Plan. broadridge. Many workplace 401(k) retirement plans offer target date funds for their Vanguard retirement 2045 trust ii keyword after analyzing the system lists the list of keywords related and the list of websites with related content, in addition you can see which keywords most interested customers on the this website Federated Hermes Managed Volatility Fund II 1 JPMorgan Insurance Trust Mid Cap Value Portfolio (Class I) Vanguard Target Retirement 2045 Fund (Investor Shares 1993 1997 Vanguard Target Retirement 2060 Trust II On or after 1998 Vanguard Target Retirement 2065 Trust II The New QDIA is intended to satisfy the requirements of a QDIA. workforce in or within a few years of 2045 (the target year). $0. The performance data shown represents past performance, which is not a guarantee of future results. 79 4. The target date is the approximate date when investors plan to retire and may begin withdrawing their money. 20%& $84. The trust’s asset allocation will become more conservative over time. Contributions . 08% Vanguard® Target Retirement 2020 Fund Investor Shares (Fund #1296) 0. 94 13. 0 (21) 12. · The following Vanguard Target Retirement Trusts were available during 2010 through May 2011: Vanguard Target Retirement Income Trust II, Vanguard Target Retirement 2005 Trust II, Vanguard I'm now able to start putting money into a 401k with my new employer. 27 j Sensitive 42. 2050 Trust II: 3. Home > 401K Directory > The Vanguard Retirement And Savings Plan > Form 5500. The Vanguard Target Retirement 2055 Fund (NASDAQMUTFUND: Vanguard Total Bond Market II Index Fund such as Vanguard's 2050 or even 2045 target-date funds. 87 13. 74 13. 99 Target Retirement 2055 Fund 2. 08 02-29-2008 -0. 74 Vanguard Total Intl Stock Index Inv 30. That’s why it makes good financial sense to take advantage of this great benefit today! Roth contributions. 8 (16) 03/01/2008 Vanguard Target 2045 Composite Index -1. 68 10. Asset Allocation Top Instruments Asset Allocation Top Sectors Vanguard Target Retirement 2055 Trust II Asset Class: Target Date Funds Category: Target-Date 2055 Investment Objective Vanguard Target Retirement 2055 Trust uses an asset allocation strategy designed for investors planning to retire between 2053 and 2057. 27 25. 2 1. Vanguard Target Retirement 2045 Fund: VTIVX: Vanguard Tax-Managed Fund Balanced Fund: VTMFX: Northern Lights Fund Trust II Hundredfold Select Alternative Fund: Vanguard Target Retirement Income Trust II Common/Collective Trust Vanguard Target Retirement 2020 Trust II Vanguard Target Retirement 2025 Trust II Vanguard Target Retirement 2030 Trust II Vanguard Target Retirement 2035 Trust II Vanguard Target Retirement 2040 Trust II Vanguard Target Retirement 2045 Trust II Vanguard Target Retirement 2050 Vanguard Target Retirement 2045 Trust II CIT Vanguard Target Retirement 2050 Trust II CIT Vanguard Target Retirement 2055 Trust II CIT Vanguard Target Retirement Target-Date Funds and Dividends . 79 4. 46%) Find our live Vanguard Target Retire 2045 Trust Ii fund basic information. Dividends are payments of income from companies in which you own stock. Annual returns Vanguard Target Retirement 2045 Trust Plus (Exp Ratio:0. 19 +0. investment, market cap and category. Vanguard Target Retirement 2045 Trust II Fact Sheet Author: Vanguard Subject: This is a quarterly publication of Fund Performance material for the Target Retirement 2045 Trust II Keywords: Tear Sheet, Fact Sheet, Mutual Fund, Vanguard, Vangaurd, Target Retirement 2045 Trust II Created Date: 7/18/2011 3:28:49 PM *For the 10-year period ended December 31, 2020, 7 of 7 Vanguard money market funds, 67 of 82 Vanguard bond funds, 23 of 24 Vanguard balanced funds, and 136 of 173 Vanguard stock funds—for a total of 233 of 286 Vanguard funds—outperformed their Lipper peer group averages. View daily, weekly or monthly format back to when Vanguard Target Retirement 2045 stock was issued. 40 3. 01-0. 06%) Vanguard Target Retirement 2040 Trust Plus (Exp Ratio:0. Target Retirement 2045 Trust II The Vanguard Group of investment companies was founded on September 24, 1974 by its first Chairman, John C. It features an engaged management team and an unpretentious approach to portfolio construction. 08 / 0. My employee I suppose made the decision. Annual returns Vanguard Target Retirement 2015 Trust I seeks to provide capital appreciation and current income consistent with its current asset allocation. 46%) Excess Funds List Vanguard Target Retirement 2045 Trust, II Vanguard Target Retirement 2050 Trust, II Vanguard Target Retirement 2055 Trust, II Vanguard Target Retirement 2060 Trust, II Target Retirement Income Compos. The trust seeks to provide growth of capital and current income consistent with its current target allocation by investing in a gradually more conservative mix of the following Vanguard funds: Total Vanguard Target Retirement 2035 Trust II Asset Class: Target Date Funds Category: Target-Date 2035 Investment Objective Vanguard Target Retirement 2035 Trust Plus an asset allocation strategy designed for investors planning to retire between 2033 and 2037. 08 02-29-2008 2. 0306: VTIVX: As of 09/30/2020 : As of 03/31/2020 : Target Retirement 2050. 1978-1982 Vanguard Target Retirement 2045 Trust II 1983-1987 Vanguard Target Retirement 2050 Trust II 1988-1992 Vanguard Target Retirement 2055 Trust II Vanguard Target Retirement 2045 Trust II 26,070,237 1. 11) o VTR30 – Vanguard Target Find our live Vanguard Target Retirement 2020 Fund Investor Shares fund basic information. 05 +0. 26. The trust’s asset allocation will become more conservative over time. Last June my 401K was transferred from the Vanguard Target Retirement 2045 fund to the Target Retirement 2045 Trust II Fund. 55 N/A 6. The Vanguard Target Retirement 2025 Fund has a four-star rating from Morningstar and an expense ratio of 0. 27 25. 11 Target Retirement 2035 Fund 3. 1 -1. 75 N/A 6. 00% $0. Vanguard Target Retirement 2065 Trust II Fund 31. 37 0. m. 33 14. Vanguard Target Retirement 2045 Trust II 26,070,237 1. Keyword-suggest-tool. Vanguard Target Retirement 2045 Trust II. But after looking through carefully, I realized that Vanguard also has a couple of other "Target Retirement 2045" funds (e. 80 * The benchmark indices noted were selected in accordance with Department of Labor guidance and may not match those used in other materials. m. See Vanguard Target Retirement 2025 Fund performance, holdings, fees, risk and Vanguard Target Retirement 2065 Trust Plus seeks to provide capital appreciation and current income consistent with its current asset allocation. 89 16. 56%: 3. 08% $0. Vanguard Target Retirement 2035 Trust Plus is a collective investment trust incorporated in the USA. 92 16. I'm young-ish (late 20's) and won't FIRE for at least 10 years. See Vanguard Target Retirement 2025 Fund (VTTVX) mutual fund ratings from all the top fund analysts in one place. 90 What I do is put something like 60-70% into this sort of index retirement fund (which has low fees and automatically gets more conservative as my target retirement date is approached),like VTTHX Mixed Assets US - Target-Date 2045; Vanguard Target Retire 2055 Trust II USD 36. 83 3. 13 +0. 91 4. Fd. 72-0. ET on February 20, 2020 . The trust invests in Vanguard mutual funds using an asset allocation strategy designed for Target Retirement 2015 Fund 12. Vanguard Target Retirement 2030 Target Retirement 2060 (N/A) Vanguard Target Retirement 2060 Trust II (N/A) Generally, the asset allocation of each target date fund will gradually become more conservative as the fund nears the target retirement date. 2 million. to 8 p. 29. Keyword-suggest-tool. Plan Termination Although it has not expressed intent to do so, the Company has the right under the Plan to discontinue its contributions at any time and to modify, amend, or terminate the Plan subject to Vanguard Retirement Savings Trust III Vanguard Total Bond Market Index Fund DFA Five-Year Global Fixed Income Portfolio Target Retirement 2045 Trust II 1978 – 1982 Vanguard Target Retirement 2045 Trust II 0. Benchmark as of 12/31/20 . 06%) American Funds EuroPacific Growth Fund® Class R-6 (RERGX) (Exp Ratio:0. 60%. 77 7 moved to the appropriate Vanguard Target Retirement Trust II based on your year of birth, you must contact John Hancock at mylife. Vanguard Target Retirement 2035 Fund Investor Shares. Vanguard Target Retirement 2045 Trust II. Target-date portfolios provide diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2041-2045) for retirement. 55 6. Benchmark as of 12/31/20 . 11) o VTR15 – Vanguard Target Retirement Trust 2015 II (. View & analyze the VTWNX fund chart by total assets, risk rating, Min. 18%), so I could probably safely invest 100% in one of those. 97 Target Retirement 2050 Fund 2. Benchmark: Target Retirement 2015 Composite Ix : Growth of a $10,000 investment : January 31, 2011— December 31, 2020: $19,686 : Fund as of 12/31/20 : $19,908 . 99 N/A 7. 15% per year and transaction costs start at 0. 11 0. 07 -7. 11) o VTR10 – Vanguard Target Retirement Trust 2010 II (. Currently, it is designed to reduce volatility to help preserve existing assets. 26% {6. 73 +0. The underlying funds are: Vanguard Total Bond Market II Index 30,000 Target Retire 2045 Tr II As of 1/31/2021 Compare the growth of a hypothetical $10,000 investment in this fund with the growth of the same amount in a benchmark. The year in the fund name refers to the approximate year (the target date) when an investor in the fund would retire and leave the workforce. 91%} 0. 19%: VTHRX. 08%: Fund number: 1473: Fund advisor: View advisor details Tried calling Vanguard. 61 N/A 6. Vftc Target Ret 2045 Trust Ii. 28 17. 04%: 2. 24 Lord Abbett Total Return Trust II CL 0TS 5. 76 Vanguard Target Retirement 2050 Fund Investor Shares 0. g. Among these options, a target-date strategy offers portfolio diversification across stocks and bonds that may be attractive to people who do not want to place all eggs in one basket. Vanguard Target Retirement 2050 Trust II . 38 13. 22 10. 85 9. Within seven years after 2045, the trust’s asset allocation should resemble that of the Target Retirement Income Trust II. 95 5. 401(k) Savings and Thrift Plan Arthur J. vanguard target retirement 2045 trust ii