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Portfolio Objectives

Fund 40 is a more conservative target portfolio which seeks moderate income and capital appreciation by investing approximately 40% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds with the remaining 60% invested in fixed income investment funds.

Target Fund 40

Asset Allocation

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 37%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 9%
Vanguard Short‐Term Bond Index Fund 14%
Real Estate
Vanguard REIT Index Fund 3%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 25%
International Equity
Vanguard Total International Stock Index Fund 12%

Portfolio Performance

As of March 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 402.84%2.84%6.29%4.00%5.15%6.13%0.30%8/2/10

Fund Performance3

As of March 31, 2017

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX5.79%5.79%18.08%9.71%13.14%7.70%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%VBTIX0.91%0.91%0.44%2.61%2.28%4.26%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX0.69%0.69%1.62%0.64%n/a0.25%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.49%0.49%0.40%1.28%1.21%1.27%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%VTSNX8.46%8.46%13.73%1.11%4.85%4.23%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX0.96%0.96%3.09%9.96%9.75%5.00%8/2/10