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Vanguard Institutional Target Retirement 2040 Fund Institutional Shares (VIRSX)

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Vanguard Instl Trgt Retire 2040 Instl historical data, for real-time data please try another search
30.89 -0.36    -1.15%
11/02 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 47.41B
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Bond
Vanguard Instl Trgt Retire 2040 Instl 30.89 -0.36 -1.15%

VIRSX Overview

 
Find basic information about the Vanguard Institutional Target Retirement 2040 Fund Institutional Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VIRSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Technical Chart
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Rating
1-Year Change0%
Prev. Close31.25
Risk Rating
TTM Yield1.77%
ROE24%
IssuerVanguard
Turnover5%
ROA9.10%
Inception DateJun 26, 2015
Total Assets47.41B
Expenses0%
Min. Investment5,000,000
Market Cap74.51B
CategoryTarget - Date 2040
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Performance

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 958 968 1103 1469 1720 -
Fund Return -4.18% -3.19% 10.28% 13.68% 11.45% -
Place in category 33 76 134 87 58 -
% in Category 16 36 67 44 35 -

Top Bond Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Bond Market II Index 183.44B 6.79 5.59 1.86
  Vanguard Total Bond Market II Idx I 161.74B 6.73 5.52 1.79
  Vanguard Target Retire Trust Plus35 139.37B 16.50 16.33 9.18
  The Vanguard Target Retire 2035 Tr1 139.37B 14.72 17.34 9.63
  The Vanguard Target Retire 2035 Tr2 139.37B 16.48 16.32 9.16

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr2 131.92B 17.61 17.51 9.85
  Vanguard Target Retire Trust Plus40 131.92B 17.63 17.53 9.87
  The Vanguard Target Retire 2040 Tr1 131.92B 15.74 18.70 10.37
  Vanguard Target Retirement 2040 Inv 107.72B 17.54 17.49 9.79
  American Funds 2040 Trgt Date RetR6 35.84B 17.85 18.51 10.93

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Market Idx I - 48.05 - -
Vanguard Total Intl Stock Index Inv - 32.00 - -
Vanguard Total Bond Market II Idx Inv - 12.82 - -
Vanguard Total Intl Bd II Idx Admiral - 5.61 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Sell Sell Buy
Technical Indicators Strong Sell Strong Sell BUY
Summary Strong Sell Strong Sell Buy
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