Vanguard target retirement fund


Problem:

Look up the mutual fund at the Morningstar Star Rating site at https://www.morningstar.com/allAnalyses/fundStarRatingList.html.

Find its Morningstar Rating, Sharpe Ratio, and Standard Deviation (under Ratings and Risk). Explain what would happen to the Sharpe Ratio if the portfolio standard deviation is larger. Review the fund's Portfolio information (e.g. Asset Allocation, Style Details, Sector Weights and etc,). Discuss how the fund may perform in the next 6 to 12 months in the current macroeconomic condition.

The fund currently interested in is the Vanguard Target Retirement 2035 Fund (VTTHX).

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Accounting Basics: Vanguard target retirement fund
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