- What does VSMGX invest in?
- The Vanguard LifeStrategy Moderate Growth Fund is part of a suite of comprehensive, low-cost investment options offering a diversified, index-based portfolio all within a single fund. This series features a fixed asset allocation approach, with four distinct funds available, each tailored to different risk profiles. Specifically, this Moderate Growth Fund is designed to pursue capital growth while also generating a low to moderate stream of income. Its strategy involves a consistent allocation of 60% to equities, which includes international stocks, and 40% to fixed-income investments, also incorporating global bonds. This fund is ideal for individuals with a long-term investment horizon who are prepared to accept the natural fluctuations of the stock market. It's crucial to understand that all LifeStrategy funds are subject to the inherent risks of their underlying holdings. A significant change is scheduled for May 12, 2026, when the fund's name will change from the Vanguard LifeStrategy Moderate Growth Fund to the Vanguard LifeStrategy 60/40 Fund. However, this alteration is purely nominal; its investment objectives, strategies, and operational policies will remain unchanged.
- What is the expense ratio of VSMGX?
- Vanguard LifeStrategy Moderate Growth Fund (VSMGX) charges an expense ratio of 0.10%. This is the annual fee deducted from fund assets to cover management and operations.
- What is VSMGX's dividend yield?
- VSMGX's trailing-twelve-month yield is 4.93%, calculated from the sum of dividends over the past year divided by the current price.
- How big is VSMGX?
- Vanguard LifeStrategy Moderate Growth Fund (VSMGX) manages $24.40B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VSMGX actively managed or an index fund?
- VSMGX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VSMGX launched?
- Vanguard LifeStrategy Moderate Growth Fund (VSMGX) launched in September 1994 and is managed by Vanguard.
