A Vanguard Goal Retirement 2025 Fund truth sheet offers an in depth overview of an funding fund designed to assist traders attain their retirement targets in or across the 12 months 2025. It outlines the fund’s targets, funding technique, charges, dangers, and historic efficiency.
Goal retirement funds are a sort of mutual fund that routinely adjusts its asset allocation based mostly on the investor’s age and retirement date. Because the investor nears retirement, the fund progressively shifts its holdings from shares to bonds, decreasing the general danger of the portfolio. This “glide path” strategy is designed to assist traders protect their financial savings whereas nonetheless having the potential for progress.
