Vanguard Target Retirement 2040 FundVFORX
Type
Mutual fund
Peer group
Target-date
Net assets
$108.5B
Expense ratio
0.08%
1-year return
+17.1%
3 years, a year
+16.4%
5 years, a year
+8.2%
Holdings
7
What it aims to do.
Vanguard Target Retirement 2040 Fund (the Fund) seeks to provide capital appreciation and current income consistent with its current asset allocation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Vanguard Total Stock Market Index Fund | 43.49% |
| Vanguard Total International Stock Index Fund | 30.24% |
| Vanguard Total Bond Market II Index Fund | 18.09% |
| Vanguard Total International Bond II Index Fund | 7.57% |
| Vanguard Cmt Funds-Vanguard Market Liquidity Fund | 0.52% |
| N/A | -0.01% |
| N/A | -0.01% |
More on VFORX.
- VFORX overview
- VFORX holdings
- VFORX risk
- VFORX costs
- VFORX money in and out
- VFORX share classes
- Compare VFORX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.