A Vanguard Goal Retirement 2025 Fund truth sheet supplies an in depth overview of an funding fund designed to assist buyers attain their retirement targets in or across the yr 2025. It outlines the fund’s aims, funding technique, charges, dangers, and historic efficiency.
Goal retirement funds are a sort of mutual fund that robotically adjusts its asset allocation primarily based on the investor’s age and retirement date. Because the investor nears retirement, the fund steadily shifts its holdings from shares to bonds, lowering the general threat of the portfolio. This “glide path” method is designed to assist buyers protect their financial savings whereas nonetheless having the potential for progress.
