Address And Details
100 Vanguard Blvd. , Malvern, PA 19355 | |
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Fund Manager | William A. Coleman |
Manager Tenure | 3 Months |
Strategy And Objective
LifeStrategy Conservative Growth Fund seeks current income and low to moderate growth by investing in other Vanguard mutual funds according to a fixed formula that typically results in an allocation of about 60% of assets to bonds, 20% to short-term fixed-income investments, and 20% to common stocks.
Equity Sector Breakdown
Finance | 98.48% | |
ConsumerDurables | n/a | |
Energy | n/a | |
Health | n/a | |
IndustrialCyclical | n/a | |
NonDurables | n/a | |
RetailTrade | n/a | |
Services | n/a | |
Technology | n/a | |
Utilities | n/a |
Asset Allocation
Asset Type | % Of Allocation | |
---|---|---|
Other | 98.48% | |
Stocks | 1.52% | |
Cash | 0.00% | |
Bonds | 0.00% | |
Preferred | 0.00% | |
Convertible | 0.00% | |
ForeignStocks | 0.00% | |
ForeignBonds | 0.00% | |
ForeignHedged | 0.00% |
Total Net Assets | 11.24 B |
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Risk Measures
Criteria | 3 Years | 5 Years | 10 Years |
---|---|---|---|
Alpha | -2.09 | -1.42 | -0.49 |
Beta | 0.42 | 0.41 | 0.40 |
R Squared | 0.88 | 0.87 | 0.84 |
Std Deviation | 8.42 | 7.18 | 5.97 |
Sharpe Ratio | 0.46 | 0.55 | n/a |
Purchase Information
as of 5:49 PM ET 05/20/2022Minimum Initial | $3000 |
---|---|
Minimum Additional | $1 |
Minimum Initial IRA | $0 |
Performance
Timeframe | Average Annual Current Performance Monthly As Of 04/30/2022 | Average Annual Current Performance Quarterly As Of 03/31/2022 | Avg Annual Current Performance Monthly As Of 04/30/2022 | Avg Annual Current Performance Quarterly As Of 03/31/2022 |
---|---|---|---|---|
1 Year |
|
|
-7.26% | -0.18% |
3 Year |
|
|
+4.17% | +6.52% |
10 Year |
|
|
+5.35% | +5.94% |
Life Of Fund |
|
|
+6.55% | +6.78% |
Top 10 Holdings
Latest News
Dear Dagen: Asset-Allocation Funds
Mar 5, 2002 12:07 PM EST