Vanguard funds can be purchased directly through their website, typically with no transaction fee. Minimum investment: $3,000.
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Vanguard Institutional Target R
Pre-filled with VIRTX's historical average return
VIRTX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on VIRTX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Vanguard Institutional Target R
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Pre-filled with VIRTX's historical average return
Important: This projection uses simplified assumptions based on VIRTX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
VIRTX is the ticker symbol for Vanguard Institutional Target R, a Target-Date 2055+ mutual fund managed by Vanguard.
VIRTX has an expense ratio of 0.09% per year. On a $10,000 investment, that amounts to roughly $9 annually in fund fees. This is considered a very low-cost fund.
VIRTX has posted a 1-year return of +1.30%, 3-year return of +9.20%, 5-year return of +9.00%, 10-year return of +5.83%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
VIRTX requires a minimum initial investment of $3,000. Some brokerages or retirement accounts may waive or reduce this minimum.
Whether VIRTX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.09% expense ratio, Target-Date 2055+ category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
