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Vanguard Lifestrategy Growth Fund: (MF: VASGX)

(NASDAQ Mutual Funds) As of Apr 9, 2021 08:00 PM ET

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$42.82 USD

+0.11 (0.26%)

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of Feb 28, 2021

Total Return %* Percentile Rank Objective
YTD 1.61 44
3 months 5.73 38
6 months 11.68 34
1 Year 25.37 27
3 Year 10.22 18
5 Year 12.76 21
10 Year 9.09 15

* Annual for three years and beyond.

Zacks Premium Research for VASGX

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 39.78
% Yield 1.52
% SEC Yield NA
Net Assets (Mil $) 2/28/2021 18,897.31
%Turnover 2/28/2021 13.00

Risk

3 Year 5 Year 10 Year
Beta 0.79 0.79 0.81
Alpha -1.24 -0.64 -1.70
R Squared 0.96 0.95 0.95
Std. Dev. 14.87 12.16 11.23
Sharpe 0.67 1.01 2.00

Sector / Country Weightings

As of 2/28/2021 % of Portfolio
Finance 99.05
Other 0.95

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2020)
% of Portfolio Value (Mil$)
VANGUARD TOT STK MRKT IND 47.52 7,662.00
VANGUARD TOTAL INTL STOCK 31.95 5,151.94
VANGUARD TOTAL BOND MKT I 13.84 2,230.94
VANGUARD TOTAL INTL BOND 5.75 926.47

Stock Holding % of Net Assets

As Of 10/31/2020
Total Issues 4
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Allocation

% of Portfolio
Large Growth 24.56
Large Value 16.43
Small Growth 3.65
Small Value 0.55
Foreign Stock 24.23
Emerging Market 5.50
Precious Metal 0.14
Intermediate Bond 9.31
Foreign Bond 15.25
High Yield Bond 0.00