VFORX Rating, Research - Vanguard Target Retirement 2040 Inv

Vanguard Target Retirement 2040 Inv (vforx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 0

Threats + Weaknesses = 0

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vforx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Target Retirement 2040 Inv (VFORX) Description: VFORX is a mutual fund, which is an investment that owns a basket of assets. The VFORX mutual fund was provided by Vanguard and this investment vehicle derives the majority of its value from equity holdings (stocks). Vanguards mutual fund has a medium management tenure and is in the large fund size classification. VFORXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VFORXs expense ratio is roughly 0%. The latest VFORXs front end load was 0% and the back end load was 0%. The Vanguard Target Retirement 2040 Inv (VFORX) mutual fund falls under the target date 2036-2040 category. VFORX focuses its investments in USA and VFORX is not affiliated with a particular industry or fund sector. The Vanguard Target Retirement 2040 Inv (VFORX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VFORXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VFORXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equities of technology companies. It usually invests in at least three countries. The fund may invest up to 50% of assets in foreign securities and up to 25% of assets in issuers organized or headquartered in any one country outside the U.S., other than Japan. It may invest up to 20% of assets in companies organized or headquartered in emerging market countries (but no more than 15% in any one emerging market country). The funds non-diversified.

Management Analysis Update

Vanguard Target Retirement 2040 Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. Vanguard Target Retirement 2040 Inv has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update