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.

Prison industrial complex grade
The Vanguard Target Retirement Series has 1.08% exposure to the high-risk prison industrial complex screen.

Prison industrial complex grade

F
Exposure to private prison operators of <0.01%. Any exposure to private prison operators places the fund in the F tier.
<0.01% invested in private prison operators screen.
1.08% invested in higher-risk prison industrial complex screen.
11% invested in all prison industrial complex screen companies.
Screen# of holdings% of portfolio
Private prison operators5<0.01%
Prison industrial complex, high-risk351.08%
Prison industry447.57%
Border industry699.91%
All prison industrial complex screens8311%
Private prison operators
Top 5 holdings

Private prison operators

  1. Serco Group PLC
    <0.01%
  2. MITIE Group PLC
    <0.01%
  3. CoreCivic Inc
    <0.01%
  4. Sodexo
    <0.01%
  5. The GEO Group Inc
    <0.01%
Prison industrial complex, high-risk
Top 5 holdings

Prison industrial complex, high-risk

  1. Raytheon Technologies Corp
    0.18%
  2. HSBC Holdings PLC
    0.16%
  3. Lockheed Martin Corp
    0.14%
  4. Northrop Grumman Corp
    0.09%
  5. Airbus SE
    0.08%
Prison industry
Top 5 holdings

Prison industry

  1. Microsoft Corp
    2.68%
  2. Amazon.com Inc
    1.49%
  3. Berkshire Hathaway Inc
    0.66%
  4. JPMorgan Chase & Co
    0.43%
  5. Costco Wholesale Corp
    0.31%
Border industry
Top 5 holdings

Border industry

  1. Microsoft Corp
    2.68%
  2. Alphabet Inc
    1.68%
  3. Amazon.com Inc
    1.49%
  4. JPMorgan Chase & Co
    0.43%
  5. Thermo Fisher Scientific Inc
    0.3%
Company research sourced from
American Friends Service Committee

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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