Vanguard Target Retirement 2040 Fund (VFORX) — ETF Analysis on Winston

Key Facts

• Issuer: Vanguard
• Asset Class: Stock
• Price: $55.42
• Expense Ratio: 8.00%
• Assets Under Management: $118.0B
• Number of Holdings: 0
• Inception Date: 2006-06-07
• Currency: USD

Winston Score

Vanguard Target Retirement 2040 Fund has a Winston Score of 73 out of 100.

Performance

• 1-Year Return: 16.07%
• 3-Year Return: 46.61%
• 5-Year Return: 12.48%

Sector Breakdown

Basic Materials (N/A%), Cash & Others (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%)