Target Fund 60

//Target Fund 60
Target Fund 602018-07-13T13:19:23+00:00

Portfolio Objectives

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

Target Fund 60

Asset Allocation

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 27%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 4%
Vanguard Short‐Term Bond Index Fund 9%
Real Estate
Vanguard Real Estate Index Fund 5%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 36%
International Equity
Vanguard Total International Stock Index Fund 19%

Portfolio Performance

As of October 31, 2018

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Target Fund 60-2.02%-3.70%0.06%5.36%4.92%6.97%0.30%8/2/10

Fund Performance3

As of 6/30/2018

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX3.91%3.29%14.83%11.61%n/a10.29%4/28/15
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX0.41%3.57%3.57%2.19%2.03%3.97%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX0.53%0.73%1.36%1.10%0.67%0.24%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.20%-0.31%-0.21%0.79%1.07%1.09%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-3.17%-3.61%7.12%5.35%6.44%5.25%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Real Estate Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX8.79%0.02%2.28%7.54%7.93%8.03%8/2/10