Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks current income and low to moderate capital appreciation. 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 bonds and 40% 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+0.71% 3 years+4.95%
3 months+0.20% 5 years+5.69%
1 year+5.33% Since inception+6.89%
Data through --

Peer Comparisonvs. Allocation--30% to 50% equity

Performance 5-yr return+5.69%+4.65%
Expense ratio0.12%1.15%
Risk 5 year sharpe ratio1.180.85
Net assets$9.6B$2.0B
Average market cap$41.0B$63.4B
Average P/E17.418.0
Portfolio turnover6%6%

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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 income58.57%
U.S. stock24.22%
International stock14.71%
Top 5 Sectors
Portfolio weighting
Financial service 18.84%
Industrial materials 14.19%
Energy 10.89%
Consumer goods 10.71%
Healthcare 10.19%
Top 10 Holdings
Portfolio weighting
VTBIX Vanguard Total Bond Market II Index Fund Investor Shares42.08%
VTSMX Vanguard Total Stock Market Index Fund Investor Shares24.43%
VTIBX Vanguard Total International Bond Index Fund Investor Shares17.96%
VGTSX Vanguard Total International Stock Index Fund Investor Shares15.50%