Is Vffvx a good fund?
Is Vffvx a good fund?
The Vanguard Target Retirement 2055 fund, VFFVX, has performed well over the years. In its first year, the fund returned 15%. Its annual return percentage has varied wildly since then. The Fund has lost as much as 7.89% in a year (2018) and returned over 24% (2013).
Is Vffvx an IRA?
The funds provide broad diversification while incrementally decreasing exposure to stock and increasing exposure to bonds as each fund’s target retirement date approaches….Fund facts.
| Initial minimum | |
|---|---|
| IRA | $1,000 |
Is Vffvx a mutual fund?
About VFFVX The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2055 (the target year).
What is target date 2055 fund?
The URS Target Date 2055 Fund is designed for an investor planning to retire and begin withdrawing funds within a few years of 2055 (the target date). The Fund seeks to provide growth, income, and conservation of principal to varying degrees depending on its proximity to the target date.
What kind of rating does Morningstar give Vanguard Balanced Index?
The fund earns a Morningstar Analyst Rating of Silver across all share classes. The strategy employs a simple, yet effective approach to construct this balanced portfolio. The equity sleeve tracks the CRSP U.S. Total Stock Market Index, which includes virtually the entire U.S. stock market.
How does Morningstar calculate a fund’s return?
This rating is based on a fund’s Morningstar Return (its annualized return in excess to the return of the 90-day U.S. Treasury bill over a three-, five-, or ten-year period). The Morningstar Returns in each category are then scored against each other on a bell curve.
What kind of analyst rating does Vanguard have?
It continues to earn a Morningstar Analyst Rating of Silver. This series is emblematic of Vanguard. It features low-cost, broadly diversified index funds to gain efficient exposure to global stocks and bonds.
How is Vanguard target retirement 2055 fund determined?
Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 184 funds within its Morningstar Category. How is it determined?