Morningstar

Vanguard LifeStrategy 60/40 Fund Investor Shares VSMGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$36.69  /  +0.71%
  • Fund Size$23.8B
  • Adjusted Expense Ratio0.100%
  • Net Expense Ratio0.000%
  • Fee Level: DistributionLow
  • Share Class TypeNo Load
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.50%
  • Turnover Ratio8%
NAV and 1-Day Return as of

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 Holdings99.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vanguard MStar Total Stk Mkt Idx Invest

36.779B
—

Vanguard Total Bond Market II Idx Inv

26.726B
—

Vanguard Total Intl Stock Index Inv

24.716B
—

Vanguard Total Intl Bd II Idx Investor

11.183B
—

Mktliq 12/31/2049

0.62149M
Cash and Equivalents

Us Dollar

0.001M
Cash and Equivalents

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