VFORX Mutual Fund

VFORX Mutual Fund (Vanguard Target Retirement 2040 Fund) is managed by Vanguard (US) with $120.30B in net assets. VFORX expense ratio is 0.08%, holding 7 positions across various sectors. Inception date: 2006-06-07.

VFORX performance shows a YTD return of 8.84%. The 1-year return is 19.33% and the 5-year return is 8.31%. VFORX dividend yield stands at 2.33%, paid annually.

VFORX top holdings include Vanguard Total Stock Market Index Fund Institutional Plus Shares (43.5%), Vanguard Total International Stock Index Fund Investor Shares (30.2%), Vanguard Total Bond Market Ii Index Fund (18.1%), Vanguard Total International Bond II Index Fund (7.6%), Vanguard Market Liquidity Fund (0.5%). View all VFORX holdings, sector breakdown, or dividend history.

VFORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VFORX alternatives are available via the screener, along with tax-loss harvesting opportunities.