32.34 +0.15 (+0.47%) As of 8:06AM EST. Vanguard. Find our live Vanguard Lifestrategy Moderate Growth Fund Investor Shares fund basic information. Get quote details and summary for Vanguard LifeStrategy Moderate Growth Fund;Inv (VSMGX). Investment time horizon: 3 to 5 years: More than 5 years: More than 5 years: More than 5 years: Risk: Target allocation: 20% stocks. Get quote details and summary for Vanguard LifeStrategy Moderate Growth Fund;Inv (VSMGX). Get our overall rating based on a fundamental assessment of the pillars below. • 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. Privacy Policy and U.S. Each fund performed in line with its benchmark after expenses. Vanguard LifeStrategy Moderate Growth Fund seeks to provide capital appreciation and alow 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. 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 details on LifeStrategy Growth Fund. Privacy Notice, and VSMGX: Vanguard Lifestrategy Moderate Growth Fund - Fund Performance Chart. VSMGX - Vanguard LifeStrategy Moderate Growth Fund;Investor Basic Chart, Quote and financial news from the leading provider and award-winning BigCharts.com. © Copyright 2020 Morningstar, Inc. All rights reserved. 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. Vanguard LifeStrategy Moderate Growth Fund Investor Shares. Vanguard offers 20%, 40%, 60%, 80% and 100% equity portfolios at a very low ongoing cost of 0.22%. Please enable it to continue. 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. Review of Vanguard LifeStrategy Funds. Learn more about mutual funds at fidelity.com. This site is protected by reCAPTCHA and the Google This is achieved with a greater stock to bond ratio. The Vanguard LifeStrategy Growth Fund falls within Morningstar’s allocation 70 percent to 85 percent category. View & analyze the VSMGX fund chart by total assets, risk rating, Min. USD. Chart. 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. 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. Have Watchlists? 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. Shares Outstanding. Real time Vanguard Lifestrategy Moderate Growth Fund (VSMGX) stock price quote, stock graph, news & analysis. The LifeStrategy funds are a range of simple, low-cost portfolios with different blends of equities and bonds. More stocks, fewer bonds. Research current and historical price charts, top holdings, management and full profile. Vanguard LifeStrategy Moderate Growth Fund;Investor advanced mutual fund charts by MarketWatch. The four Vanguard LifeStrategy funds provide efficient global equity and bond exposure at different fixed equity allocations at a very low cost. The investment seeks capital appreciation and a low to moderate level of current income. 60% … All investing is subject to risk. The Vanguard LifeStrategy Conservative Growth Fund is, you guessed it, a more conservative version of the Vanguard LifeStrategy Moderate Growth Fund. VSMGX. 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 The investment seeks capital appreciation and a low to moderate level of current income. 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. By using this site you agree to the This fund is another fund of the fund and invests 40% in stocks across both the U.S. and international equity … Learn more about mutual funds at … Vanguard LifeStrategy Moderate Growth Fund Investor Shares Inv (VSMGX) Dividend summary: yield, payout, growth, announce date, ex-dividend date, payout date. Sep 30, 1994. All quotes are in local exchange time. LifeStrategy Moderate Growth Fund (VSMGX) The moderate growth fund is tailored towards long-term growth. The fourth component fund, the international bond fund was omitted, because this fund is only about a year old. 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. $32.00. Research current and historical price charts, top holdings, management and full profile. Vanguard LifeStrategy Conservative Growth Fund seeks to provide current income and low to moderate capital appreciation. We're sorry but project doesn't work properly without JavaScript enabled. Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) Nasdaq - Nasdaq Delayed Price. Terms of Service apply. See performance data and interactive charts for Vanguard LifeStrategy Moderate Growth Fd (VSMGX). This browser is no longer supported at MarketWatch. Market open. N/A. 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 … 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 … Share Class. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to common stocks Vanguard offers 20%, 40%, 60%, 80% and 100% equity portfolios at a … Inv. United States. The Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. Vanguard LifeStrategy Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. • 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. The four funds, each with a different allocation, target various risk-based objectives. More stocks, fewer bonds. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. View the latest Vanguard LifeStrategy Moderate Growth Fund;Investor (VSMGX) stock price, news, historical charts, analyst ratings and financial information from WSJ. Actions. INVEST NOW 40% stocks. Cookie Notice. LifeStrategy Moderate Growth Fund. Historical and current end-of-day data provided by FACTSET. Price as of: Dec 11, 2020. Vanguard LifeStrategy Moderate Growth Fund Investor Shares + Add to watchlist. Balanced Allocation. Your plan offers the following diversified lineup of funds. How much will you get with new stimulus checks and additional federal unemployment benefits? There are currently no items in this Watchlist. Copyright © 2020 MarketWatch, Inc. All rights reserved. As an investor in the LifeStrategy Moderate Growth Fund, you will experience more potential growth, but also added exposure to stock market risk. You can choose from five diversified portfolios, giving you a range of potential risk and return options for clients. 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. Domiciled Country. Analyze the Fund Vanguard LifeStrategy Moderate Growth Fund Investor Shares having Symbol VSMGX for type workplacefunds and perform research on other mutual funds. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Manager. Each fund performed in line with its benchmark after expenses. Your plan offers the following diversified lineup of funds. 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. Learn How to Read a Morningstar Analyst Report. Please enable it to continue. Fund Family Name. Vanguard LifeStrategy Moderate Gr Inv. LifeStrategy Moderate Growth Fund (VSMGX) The moderate growth fund is tailored towards long-term growth. 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 … VSMGX - Vanguard LifeStrategy Moderate Growth Fund;Investor Basic Chart, Quote and financial news from the leading provider and award-winning BigCharts.com. Management Team Fund Description. This is achieved with a greater stock to bond ratio. You can also learn who should invest in this mutual fund. 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. Subscriber Agreement & Terms of Use, Investment Objective & Strategy The investment seeks capital appreciation and some current income. 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. Find the latest performance data chart, historical data and news for Vanguard Lifestrategy Moderate Growth Fund (VSMGX) at Nasdaq.com. Find the latest performance data chart, historical data and news for Vanguard Lifestrategy Moderate Growth Fund (VSMGX) at Nasdaq.com. The £7.8bn Vanguard LifeStrategy 60% Equity fund, which is the largest of the range, offers exposure to 24,510 underlying holdings. If you're already a Vanguard client: Call 800-888-3751. Sell it! Benchmark Conservative Growth Composite Index Growth of a $10,000 investment: January 31, 2010— December 31, 2019 $19,103 Fund as of … N/A N/A. Care most about long-term growth. Currency. The People Pillar is our evaluation of the VSMGX management team’s experience and ability. VSMGX | A complete Vanguard LifeStrategy Moderate Growth Fund;Investor mutual fund overview by MarketWatch. Add to watchlist. 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). All investing is subject to risk. The four Vanguard LifeStrategy funds provide efficient global equity and bond exposure at different fixed equity allocations at a very low cost. 1 day 2 days 5 days 10 days ---------- 1 month 2 months 3 months 6 months YTD 1 year 2 years 3 years 4 … Inception Date. Investment strategy . the Vanguard LifeStrategy Growth Fund (Investor Class Shares), a mutual fund (Fund). VSMGX. Trading Signals for Vanguard Lifestrategy Moderate Growth Fund with Buy, Sell, Hold recommendations, technical analysis, and trading strategy. Seeking Alpha Premium Dividend Score. Get the lastest Fund Performance for Vanguard Lifestrategy Moderate Growth … View & analyze the VSMGX fund chart by total assets, risk rating, Min. 80% bonds. Vanguard. Vanguard LifeStrategy Funds. Fund facts. Find our live Vanguard Lifestrategy Moderate Growth Fund Investor Shares fund basic information. Create a list of the investments you want to track. Accept significant exposure to stock market risk in exchange for more growth potential. Get details on LifeStrategy Moderate Growth Fund. Fund Company. Intraday data delayed at least 15 minutes or per exchange requirements. Learn more about VSMGX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Analyze the Fund Vanguard LifeStrategy Moderate Growth Fund Investor Shares having Symbol VSMGX for type mutual-funds and perform research on other mutual funds. It has an allocation of 42% U.S. stocks, 17.5% international stocks, and 40.5% bonds. Most likely, the one fund I’d feel most comfortable recommending to anyone would be Vanguard’s LifeStrategy Moderate Growth Fund. Visit a quote page and your recently viewed tickers will be displayed here. Log in to see them here or sign up to get started. Each fund within the series earns a Morningstar Analyst Rating of Gold. Click any fund name for more information about a particular fund, or visit Vanguard.com to obtain prospectus. Learn more about mutual funds at fidelity.com. Currency in USD. LifeStrategy Conservative Growth Fund 7 Purchasing Shares 45 LifeStrategy Moderate Growth Fund 13 Redeeming Shares 48 LifeStrategy Growth Fund 19 Exchanging Shares 51 Investing in Vanguard LifeStrategy Funds 25 Frequent-Trading Limitations 52 More on the Funds 26 Other Rules You Should Know 54 The Funds and Vanguard 36 Fund and Account Updates 57 The Parent Pillar is our rating of VSMGX’s parent organization’s priorities and whether they’re in line with investors’ interests. Vanguard LifeStrategy Moderate Growth Fund Investor Shares Inv (VSMGX) Dividend Growth History: By month or year. The investment seeks capital appreciation and a low to moderate level of current income. Greater stock to bond ratio k ) agree to the Subscriber Agreement Terms. Performance data chart, historical data and interactive charts for Vanguard LifeStrategy Moderate Growth Fund Shares! | vanguard lifestrategy moderate growth fund return as of 8:06AM EST project does n't work properly without enabled. 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