In February 2022, Vanguard named William A. Coleman and Walter Nejman as portfolio managers of the Vanguard LifeStrategy target-risk series. This move does not alter the funds’ People rating of Above Average nor their Morningstar Analyst Rating of Gold.
Vanguard LifeStrategy Growth Inv VASGX
NAV / 1-Day Return
37.02
/
0.19
%
Total Assets
19.1 Bil
Adj. Expense Ratio
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.
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
0.33
years
Category
Allocation--70% to 85% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
2.08%
Turnover
4%
Morningstar’s Analysis
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 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.
Will VASGX outperform in 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 VASGX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the VASGX 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 VASGX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Vanguard Names 2 Managers to LifeStrategy Target-Risk Series; Ratings Unchanged
