Portfolio Objectives
Fund 80 is an aggressive target portfolio which seeks a high level of capital appreciation and some income by investing approximately 80% of its net assets in a broad range of domestic equity, international equity, and real estate investment funds with the remaining 20% invested in fixed income investment funds.
Target Fund 80
Asset Allocation
Fund | Percent |
Fixed Income | |
Vanguard Total Bond Market Index Fund | 12% |
Vanguard Short‐Term Inflation‐Protected Securities Index Fund | 3% |
Vanguard High-Yield Corporate Fund | 3% |
Vanguard Emerging Markets Government Bond Index Fund | 2% |
Real Estate | |
Vanguard Real Estate Index Fund | 5% |
Fund | Percent |
Domestic (U.S.) Equity | |
Vanguard Total Stock Market Index Fund | 48% |
International Equity | |
Vanguard Total International Stock Index Fund | 27% |
Portfolio Performance
As of October 31, 2024
Portfolio | YTD | 3 Mo | 1yr | 3yr | 5yr | LTD | Exp. Ratio | Inception Date |
Target Fund 80 | 12.62% | 2.12% | 27.87% | 3.88% | 9.07% | 9.01% | 0.22% | 8/2/10 |
Fund Performance3
As of 12/31/2023
Domestic Equity Fund | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
Vanguard Total Stock Market Index Fund Fact Sheet, Prospectus, Annual Report | 0.02% | VSMPX | 12.17% | 26.03% | 26.03% | 8.45% | 15.09% | 11.29% | 4/28/15 | |
Fixed Income Funds | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
Vanguard Total Bond Market Index Fund Fact Sheet, Prospectus, Annual Report | 0.03% | VBTIX | 6.70% | 5.72% | 5.72% | -3.34% | 1.14% | 1.81% | 2/5/10 | |
Vanguard Short-Term Inflation-Protected Securities Index Fund Fact Sheet, Prospectus, Annual Report | 0.04% | VTSPX | 2.55% | 4.61% | 4.61% | 2.31% | 3.34% | 1.95% | 10/17/12 | |
Vanguard High-Yield Corporate Fund Fact Sheet, Prospectus, Annual Report | 0.13% | VWEAX | 7.30% | 11.74% | 11.74% | 1.82% | 5.21% | 4.43% | 11/12/01 | |
Vanguard Emerging Markets Government Bond Index Fund Fact Sheet, Prospectus, Annual Report | 0.18% | VGIVX | 9.75% | 10.47% | 10.47% | -3.58% | 1.58% | 2.72% | 2/11/15 | |
International Equity Fund | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
Vanguard Total International Stock Index Fund Fact Sheet, Prospectus, Annual Report | 0.07% | VTPSX | 9.98% | 15.54% | 15.54% | 1.80% | 7.38% | 4.13% | 11/30/10 | |
Real Estate Fund | Expense Ratio | Ticker | QTR | YTD | 1yr | 3yr | 5yr | 10yr or Life of Fund | Inception Date | |
Vanguard Real Estate Index Fund Fact Sheet, Prospectus, Annual Report | 0.10% | VGSNX | 18.13% | 11.82% | 11.82% | 5.05% | 7.35% | 7.38% | 12/2/03 |