Morningstar® Investment Profile™   Investment
Option Disclosure
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Vanguard Target Retirement 2020 Trust Plus
A Commingled Fund
Please click on the Investment Option Disclosure link above for more information.
Release date as of 2021-10-31. Data on page is subject to change.
Snapshot Total Returns Ratings & Risk Portfolio Nuts & Bolts
  Target Asset Allocation
Glide Path
Allocation
Bonds
US Stocks
Non-US Stocks
Cash
Other
Years Until Retirement
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 68,475
   
Market Capitalization % of Portfolio
Giant 41.41
Large 31.77
Medium 19.66
Small 5.61
Micro 1.55
   
Investment Valuation Stock
Portfolio
Forward P/E 17.2
Price/Book 2.5
Price/Sales 1.9
Price/Cash Flow 10.4
Dividend Yield 1.8
Long-Term Earnings 14.1
Historical Earnings -11.6
Sales Growth -22.1
Cash-Flow Growth 5.8
Book-Value Growth -4.2
As of 2021-10-31
Data as of 2021-10-31
  Style Box Details for Bond Holdings
Average Eff Duration 6.40 Yrs
Average Eff Maturity 7.81 Yrs
Average Wtd Coupon 1.96
Average Wtd Price 107.37
As of 2021-09-30
Data as of 2021-09-30
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 27.9
Bullet Non-U.S. Stocks Non-U.S. Stocks 18.5
Bullet Bonds Bonds 51.4
Bullet Cash Cash 1.9
Bullet Other Other 0.4
Asset Allocation Rescaled Graph
Data through 2021-10-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 35.73
Basic Materials 4.64
Consumer Cyclical 11.75
Financial Services 15.69
Real Estate 3.65
Sensitive 43.24
Communication Services 8.88
Energy 3.58
Industrials 10.75
Technology 20.03
Defensive 21.03
Consumer Defensive 6.50
Healthcare 11.94
Utilities 2.59
Data through 2021-10-31
  Morningstar Fixed-Income Sectors
% Fund
Government 62.65
Corporate 19.60
Securitized 13.86
Municipal 0.41
Cash & Equivalents 3.49
Other 0.00
Data through 2021-10-31
  Credit Analysis
% Bonds
AAA 63.28
AA 8.22
A 14.19
BBB 13.65
BB 0.00
B 0.00
Below B 0.34
Not Rated 0.31
Data through 2021-09-30
Credit Analysis Graph
  Top 25 Holdings
Total Number of Stock Holdings 0
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 98.88
Turnover % (as of 2020-03-31) 21.83
30 Day SEC Yield % ---
Top 25 Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Vanguard Total Bond Market II Idx I --- USA --- 11,008,504 30.01
Vanguard Total Stock Mkt Idx Instl Pls --- USA --- 10,256,242 27.96
Vanguard Instl Ttl Intl Stk Mkt Idx TrII --- USA --- 6,746,883 18.39
Vanguard Total Intl Bd II Idx Insl --- USA --- 4,743,970 12.93
Vanguard Shrt-Term Infl-Prot Sec Idx Ins --- USA --- 3,518,684 9.59
Data through 2021-10-31
Show Data Definitions

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