Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)
| 18.54 Net Asset Value | -0.27% 1 Day | +0.54% Year-to-Date | Overall Morningstar Rating |
| Conservative allocation Style or Category | No Load Sales Expenses | 0.15% Expense Ratio | 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).
Performance
| 1 month | +0.38% | 3 years | +7.73% | |
| 3 months | +2.44% | 5 years | +7.89% | |
| 1 year | +8.55% | Since inception | +7.26% |
Data through --
Peer Comparisonvs. Conservative allocation
| VSCGX | Category | |
|---|---|---|
| Performance 5-yr return | +7.89% | +6.84% |
| Expense ratio | 0.15% | 1.28% |
| Risk 5 year sharpe ratio | 1.28 | 1.14 |
| Net assets | $7.4B | $1.6B |
| Average market cap | $34.0B | $43.3B |
| Average P/E | 17.9 | 17.9 |
| Portfolio turnover | 15% | 15% |
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Fund Management and Purchase Info
| Fund family | Vanguard |
| Fund manager & tenure | Management Team / 20 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
Holdings
| Fixed income | 57.26% |
| U.S. stock | 27.91% |
| International stock | 11.40% |
| Cash | 3.34% |
| Other | 0.09% |
Top 5 SectorsPortfolio weighting
| Financial service | 18.84% |
| Industrial materials | 14.19% |
| Energy | 10.89% |
| Consumer goods | 10.71% |
| Healthcare | 10.19% |
Top 10 HoldingsPortfolio weighting
| -- Vanguard Total Bond Market II Idx Inv | 48.11% |
| VTSMX Vanguard Total Stock Mkt Idx Inv | 28.29% |
| VTIBX Vanguard Total Intl Bd Idx Investor | 11.90% |
| VGTSX Vanguard Total Intl Stock Index Inv | 11.55% |
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