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Morningstar

Vanguard LifeStrategy Moderate Gr Inv VSMGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
28.99  /  0.03 %
Total Assets
17.7 Bil
Adj. Expense Ratio
0.130%
Expense Ratio
0.130%
Fee Level
Low
Longest Manager Tenure
0.77 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.22%
Turnover
5%

USD | NAV as of Dec 02, 2022 | 1-Day Return as of Dec 02, 2022, 11:24 PM GMT+00:00

Morningstar’s Fund 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.

Vanguard Names 2 Managers to LifeStrategy Target-Risk Series; Ratings Unchanged

Analyst

Analyst Note

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In February 2022, Vanguard named William A. Coleman and Walter Nejman as portfolio managers of the Vanguard LifeStrategy target-risk series. This move does not alter the funds’ People rating of Above Average nor their Morningstar Analyst Rating of Gold.

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