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Trending ETFs

Target-Date 2040

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Overview

Returns

Income

Allocations

Fees

About

Security Type
Management Style
Share Class Type
Share Class Account
As of 3/27/24
Vanguard Target Retirement 2040 Fund

VFORX | Fund | Investor

$41.31

-0.07%

$72.17 B

2.26%

$0.94

20.22%

4.39%

8.96%

8.01%

0.08%

$19.61

+0.77%

$8.96 B

3.11%

$0.61

20.61%

4.30%

8.68%

7.68%

0.41%

$19.66

+0.77%

$8.96 B

3.35%

$0.65

20.92%

4.55%

8.96%

7.95%

0.16%

$19.66

+0.77%

$8.96 B

3.40%

$0.66

20.98%

4.61%

9.01%

8.02%

0.11%

$19.59

+0.77%

$8.96 B

3.11%

$0.61

20.64%

4.30%

8.68%

-

0.41%

$12.74

-0.08%

$1.38 B

2.32%

$0.30

20.41%

3.37%

6.84%

6.04%

0.56%

Schwab Target 2040 Fund

SWERX | Fund | Other

$17.64

-0.11%

$1.01 B

1.95%

$0.34

21.28%

4.25%

8.51%

7.55%

0.51%

$14.54

+0.90%

$842.97 M

0.00%

-

23.79%

-

-

-

0.08%

Schwab Target 2040 Index Fund

SWYGX | Fund | Other

$16.61

-0.12%

$731.71 M

1.97%

$0.33

20.91%

4.83%

8.94%

-

0.12%

$13.14

+0.77%

$617.16 M

1.80%

$0.24

20.29%

-

-

-

1.06%

$40.53

-0.10%

$237.53 M

0.00%

-

20.05%

4.42%

-

-

0.11%

$39.88

-0.08%

$237.53 M

0.00%

-

20.12%

4.46%

-

-

0.08%

$22.25

+0.04%

$192.74 M

2.07%

$0.46

24.03%

6.55%

8.13%

7.10%

0.75%

$28.26

0.00%

$192.74 M

1.78%

$0.50

24.31%

6.80%

8.40%

7.37%

0.49%

$28.33

0.00%

$192.74 M

1.86%

$0.53

24.40%

6.91%

8.50%

-

0.38%

$15.39

+0.59%

$130.36 M

3.75%

$0.57

17.98%

4.53%

8.57%

-

0.07%

$12.62

+0.64%

$60.28 M

1.95%

$0.24

23.76%

5.60%

10.74%

-

-

$15.74

-0.13%

$38.04 M

0.00%

-

22.40%

6.07%

-

-

0.46%

$12.46

+0.73%

$2.51 M

3.50%

$0.43

21.19%

4.77%

-

-

1.18%

$12.46

+0.73%

$2.51 M

3.25%

$0.40

20.93%

4.49%

-

-

1.48%

$12.46

+0.73%

$2.51 M

3.46%

$0.43

21.22%

4.71%

-

-

1.20%

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