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Vanguard LifeStrategy Income Fund Investor Shares (VASIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--15% to 30% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income and some capital appreciation. 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 bonds and 20% to common stocks. 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).


1 month+1.03% 3 years+4.16%
3 months+1.51% 5 years+4.39%
1 year+7.70% Since inception+6.32%
Data through --

Peer Comparisonvs. Allocation--15% to 30% equity

Performance 5-yr return+4.39%+3.33%
Expense ratio0.12%1.03%
Risk 5 year sharpe ratio1.320.91
Net assets$4.2B$663.7M
Average market cap$38.1B$39.9B
Average P/E19.620.5
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureManagement Team / 23 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


Fixed income77.23%
U.S. stock12.11%
International stock7.94%
Top 5 Sectors
Portfolio weighting
Financial service 18.82%
Industrial materials 14.08%
Consumer goods 11.40%
Energy 11.29%
Healthcare 9.82%
Top 10 Holdings
Portfolio weighting
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares55.99%
VTIBX Vanguard Total International Bond Index Fund Investor Shares23.61%
VTSMX Vanguard Total Stock Market Index Fund Investor Shares12.20%
VGTSX Vanguard Total International Stock Index Fund Investor Shares8.21%