Speaker:
Roger Aliaga-Díaz
Mike Roach
Jane Greenfield (moderator)
Event announcement : Investment
Vanguard TDFs: Portfolio Manager Perspectives
Recorded
Date: April 11, 2024
45 minutes
Portfolio managers Roger Aliaga-Díaz and Mike Roach offer viewers a glimpse at what it's like overseeing the long-term strategy and day-to-day operations of our target-date fund (TDF) products. This event includes a reflection on how TDFs have performed through various market environments, as well as an outlook on new TDF research underway at Vanguard.
Notes:
- For more information about any fund, visit institutional.vanguard.com or call 866-499-8473 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
- All investing is subject to risk, including the possible loss of the money you invest.
- Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the Fund name refers to the approximate year (the target date) when an investor in the Fund would retire and leave the work force. The Fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. The Income Fund has a fixed investment allocation and is designed for investors who are already retired. An investment in a Target Retirement Fund is not guaranteed at any time, including on or after the target date.