Vanguard LifeStrategy Moderate Growth Fund Investor Shares

 (MUTF:VSMGX)   Watch this mutual fund  
Find more results for MUTF:VSMGX

Performance

Trailing returns

1 day
   
-0.37%  
1 week
   
-0.57%  
4 week
   
-0.93%  
3 month   +1.19%
   
YTD   +1.83%
   
1 year   +8.04%
   
3 years*   +9.07%
   
5 years*   +9.00%
   
*annualized
Best 3 month return+19.22%  
Worst 3 month return-22.42%  

Morningstar statistics

Morningstar category: Moderate Allocation
  Return Risk Rating
3 years Average Below Average
5 years Average Below Average
10 years Average Average
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets12.48B 
Front load-  
Deferred load-  
Expense ratio0.16%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash2.28%  
Stocks59.04%  
Bonds37.59%  
Preferred0.12%  
Other0.97%  

Purchase information

Initial$3,000  
Additional$1  
IRA Initial$3,000  
AIP Initial$3,000  
AIP Additional$1  
24.58+0.06(0.24%)
Mar 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation and a low to moderate level of current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and 40% to bonds. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar.
Fund filings (PDF) »
Asset manager:
Management Team (Started: Sep 30, 1994)
Advisor Company:
Vanguard Group, Inc.
Fund family reports on Morningstar »
Vanguard, 100 Vanguard Boulevard, Malvern, PA 19355, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 3.14 1.59 0.73 -0.73
Beta* 0.92 0.95 0.99 1.05
Mean annual return 0.68 0.80 0.82 0.55
R-squared* 98.12 98.70 98.88 98.20
Standard deviation 5.11 5.97 8.39 10.26
Sharpe ratio 1.59 1.60 1.16 0.50
* Against standard index

Top 10 holdings