Morningstar

Vanguard LifeStrategy 60/40 Fund Investor Shares VSMGX

Morningstar Medalist Rating
Medalist Rating as of | See Vanguard Investment Hub
  • NAV / 1-Day Return 36.86  /  +0.22 %
  • Total Assets 24.4B
  • Adj. Expense Ratio
    0.100%
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Global Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 2.47%
  • Turnover 8%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VSMGX

Will VSMGX outperform in the 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.

Low-cost broad exposure to markets.

Associate Analyst Mary Marshall

Mary Marshall

Associate Analyst

Summary

The Vanguard LifeStrategy series leverages a research-driven approach across four target risk portfolios that offer low-cost, broad-market asset allocation to align with varying risk appetites.

by Mary Marshall
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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

36.64 9B
—

Vanguard Total Bond Market II Idx Inv

26.76 7B
—

Vanguard Total Intl Stock Index Inv

24.78 6B
—

Vanguard Total Intl Bd II Idx Investor

11.10 3B
—

Mktliq 12/31/2049

0.72 176M
Cash and Equivalents

Us Dollar

0.00 970,746
Cash and Equivalents

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