| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
4
5
5
4
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
Fund Holdings
The Vanguard Target Retirement Income fund includes seven other Vanguard bond funds, stock funds, and inflation-protected mutual funds scattered across market sectors. Most of the underlying funds tend to be large- to giant-cap and concentrated in the financial services, healthcare, and industrial materials sectors.
Asset Allocation
| % Long | % Short | % Net | |
|---|---|---|---|
| Cash | 9.44 | 0.0 | 9.44 |
| Stocks | 21.11 | 0.0 | 21.11 |
| Bonds | 54.25 | 0.0 | 54.25 |
| Other | 0.1 | 0.0 | 0.1 |
| Foreign Bonds | 6.08 | 0.0 | 6.08 |
| Foreign Stocks | 8.99 | 0.0 | 8.99 |
| Convertible | 0.0 | 0.0 | 0.0 |
| Preferred | 0.04 | 0.0 | 0.04 |
Updated 03.31.2013
Top 10 Holdings
Performance as of 05.31.2013
Portfolio as of 03.31.2013
| % Net Assets | |
|---|---|
| Vanguard Total Bond Market II Idx Inv | 44.8 |
| Vanguard Total Stock Mkt Idx Inv | 21.48 |
| Vanguard Inflation-Protected Secs Inv | 19.94 |
| Vanguard Total Intl Stock Index Inv | 8.89 |
Bond Ratings (%)
Updated 03.31.2013
| Sector | VTINX |
|---|---|
| AAA | 82.31 |
| AA | 2.84 |
| A | 7.57 |
| BBB | 7.28 |
| BB | 0.0 |
| B | 0.0 |
| Below B | 0.0 |
| Other | 0.0 |
