Vanguard LifeStrategy Conservative Growth Fund Investor Shares (VSCGX)

19.94
Net Asset Value
+0.10%
1 Day
-0.10%
Year-to-Date
Overall Morningstar Rating
Allocation--30% to 50% equity
Style or Category
No Load
Sales Expenses
0.13%
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).

Performance

1 month-1.48% 3 years+4.87%
3 months+1.47% 5 years+6.05%
1 year+8.40% Since inception+7.07%
Data through --

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

 VSCGXCategory
Performance 5-yr return+6.05%+5.69%
Expense ratio0.13%1.17%
Risk 5 year sharpe ratio1.441.09
Net assets$9.7B$2.2B
Average market cap$38.9B$58.4B
Average P/E19.720.9
Portfolio turnover6%6%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureManagement Team / 23 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income58.28%
U.S. stock23.55%
International stock15.88%
Cash2.24%
Other0.04%
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 Shares42.10%
VTSMX Vanguard Total Stock Market Index Fund Investor Shares23.71%
VTIBX Vanguard Total International Bond Index Fund Investor Shares17.79%
VGTSX Vanguard Total International Stock Index Fund Investor Shares16.40%