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VWTSX

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Analysis and statistics

  • Open
    15.2716$
  • Previous Close
    15.2716$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
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  • Beta
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  • Volume
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About

VWTSX is the ticker symbol for the Vanguard Target Retirement 2060 Fund Investor Shares. It is a mutual fund offered by Vanguard that invests in a diversified portfolio of other Vanguard mutual funds, primarily focusing on stocks and bonds, with an asset allocation designed for investors planning to retire around the year 2060. As the target retirement date approaches, the fund's asset allocation will gradually shift to become more conservative, increasing the proportion of bonds and reducing the proportion of stocks, aiming to manage risk as investors near retirement.
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Factors

Asset Allocation: VWTSX’s mix of stocks and bonds influences returns, changes impacting risk profile.

Interest Rates: Rising rates often negatively affect bond values within VWTSX, decreasing its price.

Market Conditions: Broad market trends, especially in stocks, significantly drive VWTSX's overall performance.

Fund Expenses: The expense ratio directly reduces returns, higher fees lead to potentially lower share price appreciation.

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