Vanguard LifeStrategy Growth Fund Investor Shares

 (MUTF:VASGX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.36%  
1 week   +0.54%
   
4 week   +1.91%
   
3 month   +4.11%
   
YTD   +17.78%
   
1 year   +17.83%
   
3 years*   +8.78%
   
5 years*   +10.62%
   
*annualized
Best 3 month return+24.92%  
Worst 3 month return-28.56%  

Morningstar statistics

Morningstar category: Allocation--70% to 85% Equity
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.79B 
Front load-  
Deferred load-  
Expense ratio0.15%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash1.71%  
Stocks78.63%  
Bonds19.21%  
Preferred0.03%  
Convertible0.01%  
Other0.41%  

Purchase information

Initial$3,000  
Additional$1  
33.82+0.16(0.48%)
Dec 14, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks capital appreciation and some current income. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to common stocks and 20% 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 (but hedged by Vanguard to minimize foreign currency exposure).
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* 2.16 -0.21 0.52 -1.70
Beta* 1.15 1.30 1.28 1.36
Mean annual return 1.52 0.65 0.88 0.53
R-squared* 95.03 97.47 97.64 98.11
Standard deviation 2.08 8.03 7.71 13.50
Sharpe ratio 8.22 0.92 1.33 0.44
* Against standard index

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