| 16.49 Net Asset Value | +0.79% 1 Day | +13.33% Year-to-Date | Overall Morningstar Rating |
| Target date 2041-2045 Style or Category | No Load Sales Expenses | 0.18% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | +6.66% | 3 years | +13.10% | |
| 3 months | +7.71% | 5 years | +4.47% | |
| 1 year | +27.33% | Since inception | +7.23% |
| VTIVX | Category | |
|---|---|---|
| Performance 5-yr return | +4.47% | +3.83% |
| Expense ratio | 0.18% | 1.08% |
| Risk 5 year sharpe ratio | 0.32 | 0.25 |
| Net assets | $10.6B | $690.0M |
| Average market cap | $26.9B | $26.7B |
| Average P/E | 14.1 | 15.7 |
| Portfolio turnover | 7% | 7% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Michael Buek / 0 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | $1,000.00 |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 18.74% |
| Industrial materials | 14.22% |
| Healthcare | 10.66% |
| Energy | 10.45% |
| Consumer goods | 9.88% |
| VTSMX Vanguard Total Stock Mkt Idx Inv | 63.34% |
| VGTSX Vanguard Total Intl Stock Index Inv | 26.61% |
| -- Vanguard Total Bond Market II Idx Inv | 10.05% |
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