On Feb. 17, 2023, Vanguard announced that William Coleman has been promoted to a leadership role and will no longer comanage the LifeStrategy series. He will be replaced by Roger Aliaga-Diaz, Michael Roach, and Aurelie Denis. All three were already contributing to the series, with Aliaga-Diaz being a key contributor to the research and asset allocation of this series. Roach and Denis joined the firm in 1998 and 2016, respectively, and Roach now oversees the management of multi-asset products in the newly created head of Multi-Asset Portfolio Management role. A team-based approach, continuity of senior management, and the new comanagers’ appropriate credentials eliminate concern over the change. The strategy maintains its Above Average People rating and Morningstar Analyst Rating of Silver across all shares.
- NAV / 1-Day Return 29.93 / 0.23 %
- Total Assets 18.7 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 Medium / Moderate
- Status Open
- TTM Yield 2.22%
- Turnover 15%
Morningstar’s Analysis VSMGX
Will VSMGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Vanguard Total Stock Mkt Idx Inv
35.63
6,679,214,293
—
Vanguard Total Bond Market II Idx Inv
27.48
5,150,435,989
—
Vanguard Total Intl Stock Index Inv
23.90
4,479,955,767
—
Vanguard Total Intl Bd II Idx Investor
12.30
2,304,811,650
—
Mktliq 12/31/2049
0.70
131,477,013
Cash and Equivalents
Us Dollar
−0.00
−586,300
Cash and Equivalents