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Vanguard Lifestrategy Moderate Growth Fund Investor Shares (VSMGX)

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33.44 +0.08    +0.24%
19/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Vanguard
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 21.37B
Vanguard LifeStrategy Moderate Gr Inv 33.44 +0.08 +0.24%

Vanguard Lifestrategy Moderate Growth Fund Investor Shares Overview

 
Find basic information about the Vanguard Lifestrategy Moderate Growth Fund Investor Shares mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VSMGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US9219094045)
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Rating
1-Year Change12.37%
Prev. Close33.36
Risk Rating
TTM Yield2.59%
ROE24.95%
IssuerVanguard
Turnover3%
ROA10.79%
Inception DateSep 30, 1994
Total Assets21.37B
Expenses0%
Min. Investment3,000
Market Cap98.34B
CategoryAllocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1098 1016 1229 1073 1379 1866
Fund Return 9.81% 1.6% 22.87% 2.38% 6.64% 6.44%
Place in category 450 408 411 434 426 252
% in Category 61 54 52 63 66 52

Top Equity Funds by Vanguard

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 703.38B 19.69 7.49 -
  Vanguard 500 Index Admiral 546.41B 20.93 9.04 12.96
  Vanguard Total Stock Market Admiral 396.4B 19.67 7.47 12.38
  Vanguard Total Intl Stock Index Inv 204.36B 8.15 1.40 4.88
  Vanguard 500 Index Institutional Se 191.38B 20.96 9.07 -

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 110.15B 13.30 5.24 8.16
  Vanguard Wellington Admiral 98.64B 12.38 4.27 8.38
  American Funds American Balanced R6 55.21B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.01B 12.51 3.69 8.16
  Fidelity Balanced 42.26B 13.91 4.81 9.52

Top Holdings

Name ISIN Weight % Last Change %
Vanguard Total Stock Mkt Idx Inv - 36.12 - -
Vanguard Total Bond Market II Idx Inv - 26.90 - -
Vanguard Total Intl Stock Index Inv - 24.54 - -
Vanguard Total Intl Bd II Idx Investor - 11.74 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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