Vanguard Asset Allocation
P.O. Box 2600 Valley Forge PA 19482
Map
Phone: 800-662-6273
| Category: | Moderate Allocation | | Fund Family: | Vanguard | | Net Assets: | 7.73B | | Year-to-Date Return: | 12.98% | | Yield: | 2.07% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-88 |
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Thomas F. Loeb
Lead Manager since
03-Nov-88 | | | Loeb is co-chairman and chief executive officer with Mellon Capital Management, a company he co-founded in 1983. He has more than 29 years of investment experience, working with both Mellon Capital and Wells Fargo. |
| Min Initial Investment: | $3,000 | | Min Initial Investment, IRA: | $3,000 | | Min Initial Investment, AIP: | $3,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize long-term total return. The fund allocates assets among common stocks, bonds, and money-market instruments. It may invest up to 100% of total assets in any one of the three asset classes. |
| Last Dividend
(25-Jun-09):
| 0.17 | | Last Cap Gain
(15-Dec-00):
| 0.27 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 81.32% |
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| Expense | VAAPX | Category
Avg | | Total Expense Ratio: | 0.39%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 125 | $631 | | 5 Yr Expense Projection*: |
$ 219 | $951 | | 10 Yr Expense Projection*: |
$ 493 | $1,858 |
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