Vanguard Target Retirement Series

Vanguard
Rated as Vanguard Target Retirement 2050 Fund
Portfolio date Jul 2022

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Fair
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Social
scorecard

Gender equality
Gender equality
Fair
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Poor

We used our expertise in mutual fund sustainability analysis and extensive database of ESG-screened companies to rate corporations’ retirement plan investment options.

Deforestation grade
The Vanguard Target Retirement Series is 0.65% invested in deforestation-risk agribusiness.

Deforestation grade

D
Deforestation-risk agribusiness exposure of 0.65% places the fund in the D tier, between 0.5% and 1.5% exposure.
0.65% invested in deforestation-risk agribusiness.
2.32% invested in deforestation-risk finance.
8.55% invested in deforestation-risk consumer brands.
Screen# of holdings% of portfolio
Deforestation-risk agribusiness770.65%
Deforestation-risk finance432.32%
Deforestation-risk consumer brands1658.55%
All deforestation-risk screens26511%
Deforestation-risk agribusiness
Top 5 holdings

Deforestation-risk agribusiness

  1. Glencore PLC
    0.1%
  2. Archer-Daniels Midland Co
    0.06%
  3. ITOCHU Corp
    0.05%
  4. Mitsubishi Corp
    0.05%
  5. Tyson Foods Inc
    0.03%
Deforestation-risk finance
Top 5 holdings

Deforestation-risk finance

  1. JPMorgan Chase & Co
    0.43%
  2. Bank of America Corp
    0.3%
  3. HSBC Holdings PLC
    0.16%
  4. Commonwealth Bank of Australia
    0.16%
  5. Morgan Stanley
    0.15%
Deforestation-risk consumer brands
Top 5 holdings

Deforestation-risk consumer brands

  1. Amazon.com Inc
    1.49%
  2. Johnson & Johnson
    0.59%
  3. Nestle SA
    0.43%
  4. Procter & Gamble Co
    0.43%
  5. The Home Depot Inc
    0.39%
Deforestation Free Funds is a partnership with
Friends of the Earth U.S.

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Vanguard Target Retirement 2020 Fund
Vanguard Target Retirement 2025 Fund
Vanguard Target Retirement 2030 Fund
Vanguard Target Retirement 2035 Fund
Vanguard Target Retirement 2040 Fund
Vanguard Target Retirement 2045 Fund
Vanguard Target Retirement 2050 Fund
Vanguard Target Retirement 2055 Fund
Vanguard Target Retirement 2060 Fund
Vanguard Target Retirement 2065 Fund
Vanguard Target Retirement 2070 Fund
Vanguard Target Retirement Income

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

VTWNX
VTTVX
VTHRX
VTTHX
VFORX
VTIVX
VFIFX
VFFVX
VTTSX
VLXVX
VSVNX
VTINX



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