Vanguard LifeStrategy Moderate Growth Investor Fund (VSMGX - Free Report) seeks reasonable level of income and long-term growth of capital and income. VSMGX invests in other Vanguard mutual funds according to a fixed formula that typically results in an allocation of about 60% of assets to common stocks and 40% to bonds. The percentages of VSMGX's assets allocated to each of the underlying funds are 35% in Vanguard Total Stock Market Index Fund, 30% in Vanguard Total Bond Market Index Fund, 25% in Vanguard Asset Allocation Fund, and 10% in Vanguard Total International Stock Index Fund 10%. VSMGX's indirect stock holdings consist substantially of large-capitalization U.S. stocks and, to a lesser extent, mid and small cap U.S. stocks and foreign stocks.
This Allocation Balanced product has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 4.6% and 5 year 7.5%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here.
VSMGX’s performance, as of the last filing, when compared to funds in its category was in the top 16% over the past 1 year, in the top 12% over the past 3 years, and in the 34% over the past 5 years.
The Vanguard LifeStrategy Moderate Growth Investor fund, as of the last filing, allocates their fund in eight major groups; Intermediate Bond, Foreign Stock, Large Growth, Large Value, Foreign Bond, Emerging Market, Small Value and Precious Metal. Further, as of the last filing, Vanguard Total Stock Market Index Investor, Vanguard Total Bond Market II Index Investor and Vanguard Total International Stock Index Investor were the top holdings for VSMGX.
This Zacks Rank #1 (Strong Buy) was incepted in September 1994 and is managed by Vanguard Group. VSMGX carries an expense ratio of 0.14% and requires a minimal initial investment of $3,000.
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