Target Fund 40

//Target Fund 40
Target Fund 40 2016-11-08T10:44:06+00:00
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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 July 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 406.09%2.27%5.58%4.40%5.60%6.29%0.30%8/2/10

Fund Performance3

As of 6/30/2017

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX3.04%9.01%18.51%n/an/a8.26%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%VBTIX1.48%2.40%-0.43%2.44%2.15%4.48%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX-0.48%0.20%0.28%-0.03%n/a0.14%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.60%1.10%0.06%1.28%1.21%1.32%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%VTSNX5.83%14.78%20.08%1.37%7.70%4.96%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX1.63%2.60%-1.88%8.09%9.30%6.21%8/2/10