Vanguard LifeStrategy Moderate Growth Fund Investor Shares

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

Performance

Trailing returns

1 day
   
-0.11%  
1 week   +0.65%
   
4 week   +2.78%
   
3 month   +4.77%
   
YTD   +2.25%
   
1 year   +15.85%
   
3 years*   +7.91%
   
5 years*   +8.67%
   
*annualized
Best 3 month return+19.22%  
Worst 3 month return-22.42%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years Above 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 assets16.14B 
Front load-  
Deferred load-  
Expense ratio0.14%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.98%  
Stocks58.75%  
Bonds38.31%  
Preferred0.02%  
Convertible0.02%  
Other0.92%  

Purchase information

Initial$3,000  
Additional$1  
27.75-0.03(-0.11%)
Jan 15, 7:00PM EST 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* 1.49 0.20 0.73 -0.57
Beta* 0.91 0.98 0.98 1.04
Mean annual return 1.18 0.58 0.70 0.49
R-squared* 97.01 97.70 97.95 98.34
Standard deviation 1.60 5.99 5.88 10.35
Sharpe ratio 8.05 1.09 1.39 0.53
* Against standard index

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