Investment Objective & Strategy The investment seeks capital appreciation and some current income. Have Watchlists? We're sorry but project doesn't work properly without JavaScript enabled. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. You can choose from five diversified portfolios, giving you a range of potential risk and return options for clients. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. More stocks, fewer bonds. Investment time horizon: 3 to 5 years: More than 5 years: More than 5 years: More than 5 years: Risk: Target allocation: 20% stocks. Most likely, the one fund I’d feel most comfortable recommending to anyone would be Vanguard’s LifeStrategy Moderate Growth Fund. Vanguard offers 20%, 40%, 60%, 80% and 100% equity portfolios at a … The £7.8bn Vanguard LifeStrategy 60% Equity fund, which is the largest of the range, offers exposure to 24,510 underlying holdings. Terms and Conditions Privacy Policy Disclosures Member User Agreement Corrections Cookies, Credit Quality / Interest Rate Sensitivity, | 1-Day Return as of Dec 18, 2020, 11:12 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. Learn more about VSMGX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Seeking Alpha Premium Dividend Score. As an investor in the LifeStrategy Moderate Growth Fund, you will experience more potential growth, but also added exposure to stock market risk. The People Pillar is our evaluation of the VSMGX management team’s experience and ability. The Fund seeks to provide growth of capital and a low to moderate current income by investing in other Vanguard funds according to a fixed formula that typically results in an allocation of about 60% of assets to common stocks and 40% to bonds. Fund facts. The four Vanguard LifeStrategy funds provide efficient global equity and bond exposure at different fixed equity allocations at a very low cost. Manager. More stocks, fewer bonds. Domiciled Country. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. VSMGX - Vanguard LifeStrategy Moderate Growth Fund;Investor Basic Chart, Quote and financial news from the leading provider and award-winning BigCharts.com. The fourth component fund, the international bond fund was omitted, because this fund is only about a year old. Fund Family Name. Your plan offers the following diversified lineup of funds. Find our live Vanguard Lifestrategy Moderate Growth Fund Investor Shares fund basic information. LifeStrategy Moderate Growth Fund. Please enable it to continue. Vanguard LifeStrategy Moderate Gr Inv. INVEST NOW 40% stocks. View the latest Vanguard LifeStrategy Moderate Growth Fund;Investor (VSMGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Investment strategy . Sep 30, 1994. Find the latest Vanguard Lifestrategy Moderate (VSMGX) stock quote, history, news and other vital information to help you with your stock trading and investing. Subscriber Agreement & Terms of Use, Privacy Policy and Price as of: Dec 11, 2020. Actions. Vanguard Index Trust Total Stock Market Index Fund, Vanguard Total Bond Market II Index Fund Investor Shares, Vanguard Total International Stock Index Fund, Vanguard Total International Bond Index Fund Investor Shares. Unlock our full analysis with Morningstar Premium. Get our overall rating based on a fundamental assessment of the pillars below. Analyze the Fund Vanguard LifeStrategy Moderate Growth Fund Investor Shares having Symbol VSMGX for type mutual-funds and perform research on other mutual funds. The fund invests in other Vanguard mutual funds according to a fixed formula that over time should reflect an allocation of approximately 60% of the fund’s assets to common stocks and 40% to bonds. Each fund within the series earns a Morningstar Analyst Rating of Gold. USD | NAV as of Dec 18, 2020 | 1-Day Return as of Dec 18, 2020, 11:12 PM GMT+00:00. Research current and historical price charts, top holdings, management and full profile. Trading Signals for Vanguard Lifestrategy Moderate Growth Fund with Buy, Sell, Hold recommendations, technical analysis, and trading strategy. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and … If you're already a Vanguard client: Call 800-888-3751. Vanguard. Get quote details and summary for Vanguard LifeStrategy Moderate Growth Fund;Inv (VSMGX). 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 … $32.00. All investing is subject to risk. Get details on LifeStrategy Moderate Growth Fund. Inv. Vanguard LifeStrategy Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. Review of Vanguard LifeStrategy Funds. Table-1 and Table-2, (1st to 4th line) list the performance and risk measurements of LifeStrategy Moderate Growth Fund VSMGX and three of its component funds from the beginning of 2000 to end of end of July 2014. Learn more about VSMGX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the f und's assets to common stocks and 40% to bonds. View VSMGX mutual fund data and compare to other funds, stocks and exchanges. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to common stocks and … This browser is no longer supported at MarketWatch. The investment seeks capital appreciation and a low to moderate level of current income. View & analyze the VSMGX fund chart by total assets, risk rating, Min. VSMGX. Create a list of the investments you want to track. Vanguard offers 20%, 40%, 60%, 80% and 100% equity portfolios at a very low ongoing cost of 0.22%. Vanguard LifeStrategy Funds. Each fund performed in line with its benchmark after expenses. Terms of Service apply. VSMGX. Log in to see them here or sign up to get started. LifeStrategy Moderate Growth Fund (VSMGX) The moderate growth fund is tailored towards long-term growth. The Vanguard LifeStrategy Growth Fund falls within Morningstar’s allocation 70 percent to 85 percent category. The four Vanguard LifeStrategy funds provide efficient global equity and bond exposure at different fixed equity allocations at a very low cost. The LifeStrategy Funds are a series of broadly diversified, low-cost funds with an all-index, fixed allocation approach that may provide a complete portfolio in a single fund. (click to enlarge) The 2000-2014 performance of th… The investment seeks capital appreciation and a low to moderate level of current income. Find the latest Vanguard Lifestrategy Moderate (VSMGX) stock quote, history, news and other vital information to help you with your stock trading and investing. McConnell says coronavirus deal done; no votes until Monday. Learn more about mutual funds at fidelity.com. There are currently no items in this Watchlist. One can see that the lowest risk fund was the Total Bond Market Index Fund, but it also had the lowest returns over the last 10 years. Vanguard LifeStrategy Moderate Growth Fund Investor Shares Inv (VSMGX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 … Vanguard LifeStrategy Moderate Growth Fund;Investor advanced mutual fund charts by MarketWatch. This is achieved with a greater stock to bond ratio. Benchmark Conservative Growth Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $19,103 Fund as of … 40% Bonds // 60% Stocks Market open. As an investor in the LifeStrategy Moderate Growth Fund, you will experience more potential growth, but also added exposure to stock market risk. The £7.8bn Vanguard LifeStrategy 60% Equity fund, which is the largest of the range, offers exposure to 24,510 underlying holdings. The LifeStrategy Moderate Growth Fund invests in other Vanguard mutual funds according to a fixed formula that provides an allocation of 60% (36% US equity /24% international equity ) of the Fund’s assets to common stocks and 40% to bonds (28% US bonds/ 12% international bonds). Own company stock in your 401(k)? Fund Company. Research current and historical price charts, top holdings, management and full profile. the Vanguard LifeStrategy Growth Fund (Investor Class Shares), a mutual fund (Fund). 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 Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. This site is protected by reCAPTCHA and the Google Vanguard. Please enable it to continue. The Parent Pillar is our rating of VSMGX’s parent organization’s priorities and whether they’re in line with investors’ interests. Find our live Vanguard Lifestrategy Moderate Growth Fund Investor Shares fund basic information. Find the latest Vanguard Lifestrategy Moderate (VSMGX) stock quote, history, news and other vital information to help you with your stock trading and investing. Get quote details and summary for Vanguard LifeStrategy Moderate Growth Fund;Inv (VSMGX). Add to watchlist. 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. The chart shows how frequently the fund's 3M return is positive or negative. The investment seeks capital appreciation and a low to moderate level of current income. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. • For the 12 months ended October 31, 2019, the four Vanguard LifeStrategy Funds posted returns ranging from 11.60% for the LifeStrategy Income Fund, which has the largest allocation to bonds, to 12.34% for the LifeStrategy Growth Fund, which has the largest allocation to stocks. Real time Vanguard Lifestrategy Moderate Growth Fund (VSMGX) stock price quote, stock graph, news & analysis. Currency in USD. Management Team Fund Description. USD. Benchmark Moderate Growth Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $22,132 Fund as of 12/31/19 $22,608 Benchmark as of 12/31/19 Annual returns United States. Vanguard LifeStrategy funds offer a cheap way of getting a global, diversified portfolio that has a fixed level of risk which is determined by the share component of the portfolio. Intraday Data provided by FACTSET and subject to terms of use. How much will you get with new stimulus checks and additional federal unemployment benefits? Vanguard LifeStrategy Moderate Growth Fund seeks to provide capital appreciation and alow to moderate level of current income. It has an allocation of 42% U.S. stocks, 17.5% international stocks, and 40.5% bonds. Copyright © 2020 MarketWatch, Inc. All rights reserved. Care most about long-term growth. Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) Nasdaq - Nasdaq Delayed Price. Cookie Notice. Your plan offers the following diversified lineup of funds. The four funds, each with a different allocation, target various risk-based objectives. VSMGX | A complete Vanguard LifeStrategy Moderate Growth Fund;Investor mutual fund overview by MarketWatch. All quotes are in local exchange time. Vanguard LifeStrategy Moderate Growth Fund Investor Shares + Add to watchlist. Monday through Friday 8 a.m. to 8 p.m., Eastern time Seeking Alpha Premium Dividend Score. VSMGX: Vanguard Lifestrategy Moderate Growth Fund - Fund Performance Chart. For the best MarketWatch.com experience, please update to a modern browser. 32.34 +0.15 (+0.47%) As of 8:06AM EST. L.A. hospitals consider rationing care as coronavirus cases threaten to overwhelm, Trump again seeks to overturn Pennsylvania election results, Saudi Arabia suspends all international flights amid coronavirus fears, ‘Wonder Woman 1984’ earns nearly $40 million at global box office, Biden won’t discuss possible probe of his son with AG candidates, aide says, McConnell says stimulus deal done, but no votes until Monday, Dow futures rise after stimulus deal announced, I ran this checkup on my stock-market investments because I’m worried about recession, How this early retiree is coping with the stock market’s losses in 2018, Bogle's legacy: Returns that trounce active investing. Analyze the Fund Vanguard LifeStrategy Moderate Growth Fund Investor Shares having Symbol VSMGX for type mutual-funds and perform research on other mutual funds. 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. Historical and current end-of-day data provided by FACTSET. Analyze the Fund Vanguard LifeStrategy Moderate Growth Fund Investor Shares having Symbol VSMGX for type workplacefunds and perform research on other mutual funds. Currency. Shares Outstanding. You can also learn who should invest in this mutual fund. Find the latest performance data chart, historical data and news for Vanguard Lifestrategy Moderate Growth Fund (VSMGX) at Nasdaq.com. Chart. N/A. The Vanguard LifeStrategy Conservative Growth Fund is, you guessed it, a more conservative version of the Vanguard LifeStrategy Moderate Growth Fund. 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