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Morningstar

Vanguard LifeStrategy Mod Gr Inv Shrs VSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 30.71  /  −0.10 %
  • Total Assets 21.0 Bil
  • Adj. Expense Ratio
    0.130%
  • Expense Ratio 0.130%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.48%
  • Turnover 5%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:09 AM GMT+0

Morningstar’s Analysis VSMGX

Will VSMGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VSMGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VSMGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VSMGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Inexpensive and reliable.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The Vanguard LifeStrategy target-risk series' straightforward and efficient approach to delivering broad equity and fixed-income exposure should continue to serve investors well.

by Ben Sater
Rated on Published on

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Portfolio Holdings VSMGX

More VSMGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard Total Stock Mkt Idx Inv

35.86 7.5 Bil
—

Vanguard Total Bond Market II Idx Inv

27.45 5.8 Bil
—

Vanguard Total Intl Stock Index Inv

24.18 5.1 Bil
—

Vanguard Total Intl Bd II Idx Investor

11.75 2.5 Bil
—

Mktliq 12/31/2049

0.74 154.6 Mil
Cash and Equivalents

Us Dollar

0.01 2.8 Mil
Cash and Equivalents