Vanguard LifeStrategy Moderate Growth
Po Box 2600 V26 Valley Forge PA 19482
Map
Phone: 800-997-2798
| Category: | Moderate Allocation | | Fund Family: | Vanguard | | Net Assets: | 7.93B | | Year-to-Date Return: | 19.74% | | Yield: | 2.70% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-94 |
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--- No Manager
Lead Manager since
30-Sep-94 | | |
| 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: | $100 |
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| The investment seeks capital appreciation and a low to moderate level of current income. The fund allocates assets within the following parameters: 60% in common stocks and 40% in bonds. Rather than investing directly in securities, the fund invests in combinations of the following Vanguard funds: Total Stock Market Index Fund, Total International Stock Index Fund, Total Bond Market Index Fund, and Asset Allocation Fund. The fund is nondiversified. |
| Last Dividend
(25-Jun-09):
| 0.18 | | Last Cap Gain
(27-Dec-07):
| 0.02 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | VSMGX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.31% Nasdaq 0.00%
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