Vanguard Target Retirement Funds Earn Top Rating

Last updated: 10/8/2009 1:42:16 PM

The Morningstar® Target-Date Fund Series Rating and Research Report released September 10, 2009, gave Vanguard Target Retirement Funds the highest possible rating for its “best practices with low fees, a high level of transparency, and prudent, investor-oriented management.”

“Vanguard's high-quality orientation was an important factor in 2008, when the family’s target-date funds performed relatively well despite holding a stock allocation similar to many of its peers. Vanguard's long-tenured managers also bolster the funds, appeal,” Morningstar® said.

Vanguard Target Retirement Funds are among the investment offerings available in the WEA TSA Trust and the WEAC IRA programs. Read more about our investments.

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Target Date funds should be selected based on your approximate year of withdrawal. These funds invest in a mix of stock and bond funds that will steadily become more conservative as it approaches the stated target date.

The above links are provided by Morningstar, Inc., and are not recommendations to buy or sell investments. Keep in mind that Target Date investments are not guaranteed and may gain or lose value now and after the target date is attained. Future performance may be lower or higher than past performance. Before investing in any Target Date or mutual fund, call WEA Trust Member Benefits at 1-800-279-4030 to request a prospectus. We advise you to read it carefully and consider the fund’s investment objectives, risks and charges and expenses carefully before investing. The prospectus contains this and other information about the investment company.

Securities offered through WEA Investment Services, Inc., member FINRA.

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