Email this to someonePrint this page

Portfolio Objectives

Fund 20 is an income-oriented target portfolio which seeks income and some capital appreciation by investing approximately 20% of its net assets in a broad range of domestic equity and international equity funds, 10% of its net assets in money market mutual funds, and 70% of its net assets in fixed income funds.

Target Fund 20

Asset Allocation

Fund Percent
Money Market
Vanguard Prime Money Market Fund 9%
Fixed Income
Vanguard Total Bond Market Index Fund 35%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 11%
Vanguard Short‐Term Bond Index Fund 25%
Real Estate
Vanguard REIT Index Fund 3%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 13%
International Equity
Vanguard Total International Stock Index Fund 4%

Portfolio Performance

As of January 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 20n/an/an/an/an/an/a0.31%8/2/10

Fund Performance3

As of December 31, 2016

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX4.12%12.67%12.67%8.39%14.63%7.24%8/2/10
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX-3.16%2.61%2.61%2.95%2.15%4.32%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX-0.21%2.76%2.76%0.48%n/a0.11%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX-1.12%1.51%1.51%1.25%1.20%1.23%9/26/13
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VTSNX-1.92%4.70%4.70%-1.32%5.53%3.02%8/2/10
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.17%0.55%0.55%0.24%0.18%1.00%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX-2.94%8.51%8.51%13.14%11.79%5.26%8/2/10