VTHRX Rating, Research - Vanguard Target Retirement 2030 Inv

Vanguard Target Retirement 2030 Inv (vthrx)

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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 vthrx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Vanguard Target Retirement 2030 Inv (VTHRX) Description: VTHRX is a mutual fund, which is an investment that owns a basket of assets. The VTHRX 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. VTHRXs minimum initial investment amount is $3000 while the IRA minimum is $3000. VTHRXs expense ratio is roughly 0%. The latest VTHRXs front end load was 0% and the back end load was 0%. The Vanguard Target Retirement 2030 Inv (VTHRX) mutual fund falls under the target date 2026-2030 category. VTHRX focuses its investments in USA and VTHRX is not affiliated with a particular industry or fund sector. The Vanguard Target Retirement 2030 Inv (VTHRX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VTHRXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VTHRXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a set of underlying T. Rowe Price mutual funds representing various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. It normally invests 90% in stocks (see stock research) and 10% in bonds. The funds non-diversified.

Management Analysis Update

Vanguard Target Retirement 2030 Inv's executives / managers make better investing decisions, because their assets are invested along side their client's. The vthrx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Vanguard Target Retirement 2030 Inv has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update