Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Conservative allocation
Style or Category
No Load
Sales Expenses
Expense Ratio
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+1.29% 3 years+7.53%
3 months+1.80% 5 years+7.88%
1 year+7.49% Since inception+7.25%
Data through --

Peer Comparisonvs. Conservative allocation

Performance 5-yr return+7.88%+6.84%
Expense ratio0.15%1.28%
Risk 5 year sharpe ratio1.331.18
Net assets$7.5B$1.6B
Average market cap$32.8B$41.2B
Average P/E17.817.9
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureManagement Team / 20 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00


Fixed income58.25%
U.S. stock27.10%
International stock11.59%
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
-- 48.50%
VTSMX Vanguard Total Stock Market Index Fund Investor Shares27.53%
VTIBX Vanguard Total International Bond Index Fund Investor Shares12.08%
VGTSX Vanguard Total International Stock Index Fund Investor Shares11.82%

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