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-0.25% 3 years+4.21%
3 months-2.12% 5 years+5.67%
1 year+6.63% Since inception+6.92%
Data through --

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

Performance 5-yr return+5.67%+4.65%
Expense ratio0.12%1.16%
Risk 5 year sharpe ratio1.190.87
Net assets$9.5B$2.1B
Average market cap$38.7B$59.6B
Average P/E17.618.0
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 income58.72%
U.S. stock23.61%
International stock15.28%
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 Shares23.71%
VTIBX Vanguard Total International Bond Index Fund Investor Shares18.41%
VGTSX Vanguard Total International Stock Index Fund Investor Shares15.80%