Vanguard LifeStrategy Cnsrv Gr Inv VSCGX |
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Release date as of 2024-03-31. Data on page is subject to change. |
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Overall Morningstar Rating™
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What is this?
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As of 2024-03-31 |
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Out of 441 Moderately Conservative Allocation Funds
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Morningstar® Style Box™
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What is this?
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As of 2024-03-31 |
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As of 2024-02-29 |
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Total Fund Assets ($ Mil) |
10,261.84 |
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Investment Objective & Strategy |
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The investment seeks current income and low to moderate capital appreciation.
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The fund invests in a mix of Vanguard mutual funds according to an asset-allocation strategy that reflects an allocation of approximately 60% of the fund’s assets to fixed-income securities and 40% to common stocks. The fund’s indirect fixed-income holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar. |
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Morningstar Category: Moderately Conservative Allocation |
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Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderately conservative strategies prioritize preservation of capital over appreciation. They typically expect volatility similar to a strategic equity exposure between 30% and 50%.
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Growth of $10,000 |
(from 2014-01-01
to 2024-03-31)
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Investment: |
Vanguard LifeStrategy Cnsrv Gr Inv |
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Benchmark 1: |
Morningstar Mod Tgt Risk TR USD |
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Benchmark 2: |
Morningstar Mod Con Tgt Risk TR USD |
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Category: |
Moderately Conservative Allocation |
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This graph presents historical performance for the investment as well as an index and/or peer group. If the investment, index and/or peer group have performed similarly, the line representing the fund will overlay the index and/or peer group. Therefore, the line(s) representing the index and/or peer group history may be hidden.
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Total Annualized Returns % |
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YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
Investment |
2.71 |
10.23 |
1.29 |
4.70 |
4.85 |
6.45 |
Morningstar Mod Tgt Risk TR USD |
3.91 |
12.77 |
2.64 |
6.42 |
5.91 |
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Morningstar Mod Con Tgt Risk TR USD |
2.52 |
9.42 |
1.27 |
4.70 |
4.57 |
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Category |
3.24 |
10.10 |
1.76 |
4.65 |
4.30 |
5.35 |
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Morningstar Rating |
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# of compared
Moderately Conservative Allocation
funds covered
(3 yrs : out of
441
funds)
(5 yrs : out of
409
funds)
(10 yrs : out of
297
funds)
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Ratings reflect risk-adjusted performance and are derived from a weighted average of the performance figures associated with its three, five and ten-year (if applicable) time periods. |
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Investment results shown represent historical performance and do not guarantee future results. Investment returns and principal values fluctuate with changes in interest rates and other market conditions so the value, when redeemed may be worth more or less than original costs. Current performance may be lower or higher than the performance data shown. |
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Total Annual Operating Expense
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0.12%
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Prospectus Net Expense Ratio |
0.12%
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Maximum Sales Charge |
--- |
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The total annual operating expense shown is before management fee waivers or expense caps. For more information on waivers/reimbursements, please see the prospectus. The total annual operating expense is also referred to as the prospectus gross expense ratio. |
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Type |
Date |
% |
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% of Net Assets |
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U.S. Stocks |
23.7 |
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Non-U.S. Stocks |
15.7 |
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Bonds |
58.4 |
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Cash |
2.1 |
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Other |
0.1 |
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Total |
100.0 |
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Data through
2024-03-31 |
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Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
34.00 |
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Basic Materials |
4.37 |
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Consumer Cyclical |
11.11 |
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Financial Services |
15.60 |
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Real Estate |
2.92 |
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Sensitive |
46.25 |
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Communication Services |
6.98 |
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Energy |
4.44 |
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Industrials |
11.71 |
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Technology |
23.12 |
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Defensive |
19.74 |
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Consumer Defensive |
6.16 |
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Healthcare |
11.16 |
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Utilities |
2.42 |
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Data through 2024-03-31 |
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Morningstar Fixed-Income Sectors |
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% Fund |
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Government |
47.81 |
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Corporate |
18.35 |
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Securitized |
13.69 |
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Municipal |
0.34 |
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Cash & Equivalents |
2.91 |
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Derivative |
16.90 |
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% Bonds |
AAA |
57.62 |
AA |
10.05 |
A |
16.79 |
BBB |
14.69 |
BB |
0.00 |
B |
0.00 |
Below B |
0.48 |
Not Rated |
0.35 |
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Total Number of Stock Holdings |
0 |
Total Number of Bond Holdings |
0 |
% of Net Assets in Top 10 Holdings |
99.21 |
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Turnover % |
(as of 2023-10-31) |
4.00 |
30 Day SEC Yield % |
2.99 |
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Sector |
Country |
Maturity Date |
Market Value ($000) |
% of Net Assets |
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Vanguard Total Bond Market II Idx Inv |
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USA |
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4,252,321 |
41.44 |
Vanguard Total Stock Mkt Idx Inv |
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USA |
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2,440,367 |
23.78 |
Vanguard Total Intl Bd II Idx Investor |
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USA |
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1,832,361 |
17.86 |
Vanguard Total Intl Stock Index Inv |
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USA |
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1,655,802 |
16.13 |
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Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, Underlying Fund/Fund of Funds, Fixed-Income Securities, Management |
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Show Risk Definitions |
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Inception Date: 1994-09-30 |
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Michael R. Roach (2023-02-17) |
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Michael R. Roach, CFA, Portfolio Manager. He has been with the Vanguard Group, Inc. since 1998; has worked in investment management since 2001. Education: B.S., Bloomsburg University; M.S., Drexel University. |
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Walter Nejman (2022-02-25) |
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Walter Nejman, Portfolio Manager at Vanguard. He has been with Vanguard since 2005; has worked in investment management since 2008; and has co-managed the Communication Services Index, Health Care Index, Industrials Index, and Information Technology Index Funds since 2015. Education: B.A., Arcadia University; M.B.A., Villanova University. |
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Aurélie Denis (2023-02-17) |
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Aurélie Denis, CFA, Portfolio Manager at Vanguard. She has been with Vanguard since 2016, has worked in investment management since 2017, has managed investment portfolios since 2023, and has co-managed the Fund since February 2023. Education: B.S., Pennsylvania State University. |
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Roger Aliaga-Diaz (2023-02-17) |
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Roger A. Aliaga-Díaz, Ph.D., is a senior economist with the Investment Strategy Group at Vanguard. Mr. Aliaga-Díaz's areas of expertise are monetary policy and global financial markets. He has published studies on investment and macroeconomic issues and most recently presented his research to the board of governors of the Federal Reserve System, the American Enterprise Institute for Public Policy Research, and the American Economic Association. Before joining Vanguard in 2007, Mr. Aliaga-Díaz was a visiting professor of macroeconomics at Drexel University's LeBow College of Business. He earned his Ph.D. in economics from North Carolina State University and his B.A. in economics from Universidad Nacional de Córdoba, Argentina |
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© Copyright 2024 Morningstar, Inc. All rights reserved. Morningstar, the Morningstar logo, Morningstar.com, Morningstar Tools are either trademark or service marks of Morningstar, Inc. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or any losses arising from any use of information. Past performance is no guarantee of future performance. |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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