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Vanguard LifeStrategy Moderate Gr Inv (VSMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.94-0.24 (-0.84%)
At close: 08:01PM EDT

Vanguard LifeStrategy Moderate Gr Inv

Vanguard Star Funds

Po Box 2600 V26

Valley Forge PA 19482

800-662-7447
Management information
Management Team,Lead manager since 29 September 1994
Team Managed
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyVanguard
Net assets21.61B
YTD return-5.66%
Yield1.94%
Morningstar rating★★★
Inception date29 Sept 1994

Fund operations

Last dividend0.11
Last cap gain0.00
Holdings turnover5.00%
Average for categoryN/A

Fees and expenses

ExpenseVSMGXCategory average
Annual report expense ratio (net)0.13%0.84%
Prospectus net expense ratio0.13%N/A
Prospectus gross expense ratio0.13%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection42N/A
5-yr expense projection73N/A
10-yr expense projection166N/A