The Vanguard LifeStrategy target-risk series employs a straightforward, low-cost approach to deliver global exposure across both stocks and bonds, making any of its four funds a strong option for investors. The series’ more conservative funds, Income and Conservative Growth, and most aggressive fund, Growth, retain a Morningstar Analyst Rating of Gold. The Moderate Growth fund, which lands in the more competitive allocation--50% to 70% equity Morningstar Category, receives a downgrade to Silver from Gold under our enhanced ratings methodology.
Vanguard LifeStrategy Moderate Gr Inv VSMGX
NAV / 1-Day Return
33.38
/
0.77
%
Total Assets
21.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.130%
Expense Ratio
0.130%
Fee Level
Low
Longest Manager Tenure
—
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.59%
Turnover
21%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
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