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Annual Report September 30, 2015 Vanguard Target Retirement Funds Vanguard Target Retirement 2035 Fund Vanguard Target Retirement 2040 Fund Vanguard Target Retirement 2045 Fund Vanguard Target Retirement.

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  1. Click ‘Get Form’ button to obtain the Vanguard Target Retirement Funds document.
  2. Begin by entering your personal details in the designated fields, including your name, address, and contact information.
  3. Select the specific Vanguard Target Retirement Fund you wish to invest in. Options include funds such as the Target Retirement 2035 Fund and Target Retirement 2060 Fund.
  4. Indicate the amount you wish to invest in the selected fund. Ensure that you understand the minimum investment requirements associated with each fund.
  5. Review the fund's objectives and strategies outlined in the document to confirm they align with your investment goals.
  6. Provide your financial information, including income, employment status, and investment experience, to help Vanguard assess your suitability for the selected fund.
  7. Read and accept any terms and conditions presented in the form. This may include acknowledging the risks associated with investing in the funds.
  8. Once all sections of the form are completed, verify the accuracy of the information provided before submission.
  9. Save changes to the document and choose whether to download, print, or share the form as required.

Complete the Vanguard Target Retirement Funds form online today to take the first step towards securing your financial future.

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Total returns Month-end10 YEARVTTHX2.65%7.43%BenchmarkTarget Retirement 2035 Composite Index22.51%7.76%+/- Benchmark The difference in a fund's non-fee adjusted return versus an identified benchmark or peer group.0.14%-0.33%

As you might expect from the low-cost fund leader, Vanguard Target Retirement Funds are cheap and straightforward. They hold Vanguard broad market stock and bond index funds, which are widely considered the best options available.

Quarterly after-tax returns Target Retirement 20601-yr5-yrReturns before taxes-6.67%6.65%Returns after taxes on distributions-7.17%5.88%Returns after taxes on distributions and sale of fund shares-3.70%5.11%Average Target-Date 2056-2060 Fund3 more rows

Performance. The fund has returned -7.77 percent over the past year, 3.45 percent over the past three years, 4.05 percent over the past five years, and 6.65 percent over the past decade.

Quarterly after-tax returns Target Retirement Income1-yr10yrReturns before taxes-4.50%3.79%Returns after taxes on distributions-5.56%2.64%Returns after taxes on distributions and sale of fund shares-2.53%2.63%Average Retirement Income Fund3 more rows

Vanguard offers target-date retirement funds to suit the needs of investors of various ages. A target-date fund is a mutual fund that automatically adjusts the asset mix and allocation over a time period that's based on your age and when you want to retire. The information in this article is current as of July 3, 2021.

Vanguard has announced the merger of the Vanguard Institutional Target Retirement Funds into the Vanguard Investor Target Retirement Funds (TRFs). This change will be effective on or around February 11, 2022. Vanguard expects to lower the expense ratio to 0.08% (currently it is 0.09% for the Institutional funds).

Vanguard Target Retirement funds are inexpensive, diversified and designed to give you a good, but not guaranteed, investment outcome by some fixed date in the future. They do this by starting with a high equity allocation then dialling down risk by moving more money into bonds as the fund approaches its target date.

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© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Your Privacy Choices
Terms of Service
Privacy Notice
Legal Hub
Content Takedown Policy
Bug Bounty Program
About Us
Help Portal
Legal Resources
Blog
Affiliates
Contact Us
Delete My Account
Site Map
Industries
Forms in Spanish
Localized Forms
State-specific Forms
Forms Kit
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
altaFlow
DocHub
Instapage
Social Media
Call us now toll free:
+1 833 426 79 33
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2026
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232