Vanguard Target Retirement Series

Vanguard
Rated as Vanguard Target Retirement 2050 Fund
Portfolio date Sep 2024

Environment
scorecard

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

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
Fair

Military weapons grade
The Vanguard Target Retirement Series has 2.59% exposure to arms manufacturers and military contractors.

Military weapons grade

D
Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
2.59% invested in military contractors.
Screen# of holdings% of portfolio
Nuclear weapons791.86%
Controversial weapons250.56%
All military contractors2062.59%
Nuclear weapons
Top 5 holdings

Nuclear weapons

  1. GE Aerospace
    0.18%
  2. RTX Corp
    0.15%
  3. Lockheed Martin Corp
    0.13%
  4. Honeywell International Inc
    0.13%
  5. Eaton Corp PLC
    0.13%
Controversial weapons
Top 5 holdings

Controversial weapons

  1. Lockheed Martin Corp
    0.13%
  2. Northrop Grumman Corp
    0.07%
  3. TransDigm Group Inc
    0.07%
  4. General Dynamics Corp
    0.07%
  5. BAE Systems PLC
    0.05%
All military contractors
Top 5 holdings

All military contractors

  1. GE Aerospace
    0.18%
  2. RTX Corp
    0.15%
  3. Lockheed Martin Corp
    0.13%
  4. Honeywell International Inc
    0.13%
  5. Eaton Corp PLC
    0.13%
Company research sourced from
Stockholm International Peace Research InstitutePAX

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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