Vanguard Lifestrategy is trading at 31.86 as of the 26th of March 2025; that is 0.60 percent up since the beginning of the trading day. The fund's open price was 31.67. Vanguard Lifestrategy has less than a 17 % chance of experiencing some financial distress in the next two years of operation, but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The fund invests in a mix of Vanguard mutual funds according to an asset-allocation strategy that reflects an allocation of approximately 40 percent of the funds assets to fixed-income securities and 60 percent to common stocks. The funds indirect fixed-income holdings are a diversified mix of short-, intermediate-, and long-term U.S. More on Vanguard Lifestrategy Moderate
Vanguard Lifestrategy Moderate [VSMGX] is traded in USA and was established 26th of March 2025. Vanguard Lifestrategy is listed under Vanguard category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Vanguard family. This fund at this time has accumulated 19.65 B in net assets with minimum initial investment of 3 K. Vanguard Lifestrategy is currently producing year-to-date (YTD) return of 1.09% with the current yeild of 0.03%, while the total return for the last 3 years was 4.9%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Lifestrategy Moderate Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Lifestrategy Moderate Mutual Fund Constituents
Other Information on Investing in Vanguard Mutual Fund
Vanguard Lifestrategy financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Lifestrategy security.