Vanguard Target Retirement Series

Vanguard
Rated as Vanguard Target Retirement 2050 Fund
Updated Aug 2021

Fossil fuel grade
The Vanguard Target Retirement Series is 6.33% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 6.33% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.
Fossil fuel grade of D
6.33% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve ownersTop 200 carbon reserve owners1762.55%
Coal industryCoal industry2001.27%
Oil/gas industryOil/gas industry3493%
Top 30 coal-fired utilitiesTop 30 coal-fired utilities330.98%
Fossil-fired utilitiesFossil-fired utilities3553.03%
All fossil fuel screens7616.33%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.27%
  2. Chevron Corp
    0.22%
  3. Royal Dutch Shell PLC
    0.18%
  4. TotalEnergies SE
    0.12%
  5. BHP Group Ltd
    0.11%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group Ltd
    0.11%
  2. Vale SA
    0.09%
  3. BHP Group PLC
    0.07%
  4. Air Products & Chemicals Inc
    0.07%
  5. Glencore PLC
    0.06%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.27%
  2. Chevron Corp
    0.22%
  3. Royal Dutch Shell PLC
    0.18%
  4. TotalEnergies SE
    0.12%
  5. Reliance Industries Ltd
    0.11%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.6%
  2. Duke Energy Corp
    0.09%
  3. Southern Co
    0.08%
  4. American Electric Power Co Inc
    0.05%
  5. Xcel Energy Inc
    0.04%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.6%
  2. NextEra Energy Inc
    0.19%
  3. Duke Energy Corp
    0.09%
  4. Southern Co
    0.08%
  5. Enel SpA
    0.08%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

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 Institutional Target Retirement 2015 Fund
Vanguard Institutional Target Retirement 2020 Fund
Vanguard Institutional Target Retirement 2025 Fund
Vanguard Institutional Target Retirement 2030 Fund
Vanguard Institutional Target Retirement 2035 Fund
Vanguard Institutional Target Retirement 2040 Fund
Vanguard Institutional Target Retirement 2045 Fund
Vanguard Institutional Target Retirement 2050 Fund
Vanguard Institutional Target Retirement 2055 Fund
Vanguard Institutional Target Retirement 2060 Fund
Vanguard Institutional Target Retirement 2065 Fund
Vanguard Institutional Target Retirement Income Fund
Vanguard Target Retirement 2015 Fund
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 Income

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

VITVX
VITWX
VRIVX
VTTWX
VITFX
VIRSX
VITLX
VTRLX
VIVLX
VILVX
VSXFX
VITRX
VTXVX
VTWNX
VTTVX
VTHRX
VTTHX
VFORX
VTIVX
VFIFX
VFFVX
VTTSX
VLXVX
VTINX



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