Address And Details
| 100 Vanguard Blvd. , Malvern, PA 19355 | |
|---|---|
| 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 | |
|---|---|---|
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 05/20/2022| Minimum 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