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How Our Vanguard Retirement Saver Portfolios Have Performed

Christine Benz (christine.benz@morningstar.com)

As with the other portfolios, I used Morningstar's Lifetime Allocation Indexes to guide the asset-class exposures for these Vanguard portfolios. To help populate the portfolios with specific funds and monitor them on an ongoing basis, I leaned on Morningstar's Medalist ratings and input from Morningstar's analyst team.