|
|
| 18.32 Net Asset Value | +0.38% 1 Day | +1.50% Year-to-Date | Overall Morningstar Rating |
| Conservative allocation Style or Category | No Load Sales Expenses | 0.15% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.51% | 3 years | +6.16% | |
| 3 months | +1.18% | 5 years | +10.13% | |
| 1 year | +7.29% | Since inception | +7.28% |
| VSCGX | Category | |
|---|---|---|
| Performance 5-yr return | +10.13% | +11.15% |
| Expense ratio | 0.15% | 1.32% |
| Risk 5 year sharpe ratio | 1.63 | 1.59 |
| Net assets | $6.7B | $1.4B |
| Average market cap | $31.9B | $43.9B |
| Average P/E | 17.1 | 17.1 |
| Portfolio turnover | 19% | 19% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Management Team / 19 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| Fixed income | 56.22% |
| U.S. stock | 27.52% |
| International stock | 12.27% |
| Cash | 3.91% |
| Other | 0.09% |
| Financial service | 18.84% |
| Industrial materials | 14.19% |
| Energy | 10.89% |
| Consumer goods | 10.71% |
| Healthcare | 10.19% |
| -- Vanguard Total Bond Market II Idx Inv | 47.83% |
| VTSMX Vanguard Total Stock Mkt Idx Inv | 28.14% |
| VGTSX Vanguard Total Intl Stock Index Inv | 12.13% |
| VTIBX Vanguard Total Intl Bd Idx Investor | 11.91% |
.
