|Expense Ratio (net)||0.22%|
|Category||Allocation--30% to 50% Equity|
|Morningstar Risk Rating||Below Average|
|Last Cap Gain||0.00|
|Inception Date||Jul 1, 1970|
|Average for Category||N/A|
Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
The Vanguard Group is a behemoth, with a staggering $4.4 trillion in assets under management. This puts the firm as the No. 2 player in the asset management world, just behind BlackRock, Inc. (NYSE:BLK).
This conservatively positioned balanced mutual fund offers some protection against a fall in stocks.