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XVBFX

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1d
1w
1m

Analysis and statistics

  • Open
    16.5022$
  • Previous Close
    16.5022$
  • 52 Week Change
    --
  • Day Range
    0.00$
  • 52 Week High/Low
    --
  • Dividend Per Share
    --
  • Market cap
    --$
  • EPS
    --
  • Beta
    --
  • Volume
    --

About

XVBFX.US refers to the Vanguard Target Retirement 2055 Fund Investor Shares. It is a passively managed target-date retirement fund designed for investors expecting to retire around the year 2055. The fund invests in a diversified portfolio of other Vanguard mutual funds, including stocks and bonds, with an asset allocation that becomes more conservative over time as the target retirement date approaches. The expense ratio is relatively low for this type of fund, making it a cost-effective option for long-term retirement savings.
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Factors

Expense Ratio: Higher expense ratios directly reduce returns, impacting the fund's NAV and price.

Bond Yields: Rising interest rates generally decrease bond prices, negatively impacting XVBFX's NAV.

Credit Risk: Downgrades or defaults within XVBFX's bond holdings can reduce its price.

Inflation: Higher inflation expectations can lead to rising rates, decreasing bond prices.

Fund Flows: Large outflows may force the fund to sell assets, potentially lowering the price.

Market Sentiment: Overall investor risk appetite influences demand for bonds, affecting price.

Fund Management: The skill of the fund manager in selecting and managing bond investments.

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