Each fund is professionally managed to maintain its specific asset allocation, freeing you from the hassle of ongoing rebalancing. Vanguard LifeStrategy is one of the fastest growing fund ranges in this sector, but there are alternatives:-BlackRock Consensus 85 Fund; Asset management giant BlackRock offers a set of funds called Consensus that do a similar job as the Vanguard funds but with maybe a more flexible allocation to stock markets. This is the only way to be truly aligned with your investors. An expense ratio includes management, administrative, marketing, and distribution fees. © 2021 Vanguard Asset Management, Limited. The Vanguard LifeStrategy funds have the advantage of being a little more complicated and not have the word index in their name, making them more acceptable to IFAs. Each is designed—in varying degrees—to help you manage risk while trying to grow your savings. The average Vanguard LifeStrategy fund expense ratio is 83% less than the industry average.*. Add to watchlist; Add to portfolio; Price (USD) 31.60; Today's Change-0.78 / -2.41%; 1 Year change 9.49%; Data delayed at least 15 minutes, as of Dec 30 2020. Care most about long-term growth. Data as of December 14, 2020. Vanguard LifeStrategy Moderate Growth Fund Investor Shares (since 9/30/1994) Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) Transaction Fee/Load Hypothetical Growth of $10,0002,3 (1/31/2011-1/31/2021) n Vanguard LifeStrategy Moderate Growth Fund Investor Shares $21,480 n Allocation--50% to 70% Equity $20,032 The performance data featured represents past performance, which is no guarantee of future results. More Take Action. This is the only way to be truly aligned with your investors. Get details on LifeStrategy Moderate Growth Fund. Vanguard LifeStrategy Moderate Growth Fund Investor Shares Inv (VSMGX) Dividend Growth History: By month or year. Each LifeStrategy Fund invests in four broadly diversified Vanguard funds and is subject to the risks associated with those underlying funds. Partner with a Vanguard advisor. Vanguard launched its first LifeStrategy fund in 1994, and has grown to become a leading provider of multi-asset funds around the world. Contact our team to find out more about our investment capabilities. If you're already a Vanguard client: Call 800-888-3751. When you're paying less for your funds, more money stays in your account working for you. In order to alert you to other financial products and services that Vanguard offers or sponsors, we may share your information within the Vanguard family of affiliated companies, to the extent permitted by law. Potential investors are urged to consult their professional advisers on the implications of making an investment in, holding or disposing of [units/shares] of, and the receipt of distribution from any investment. Vanguard Asset Management, Limited is a distributor of Vanguard LifeStrategy Funds ICVC. All rights reserved. Vanguard's broadest index fundsThese four funds, when combined with an asset allocation that's right for your situation, could help you meet almost any investment goal: Expense ratioA mutual fund's annual operating expenses, expressed as a percentage of the fund's average net assets. The Fund gains exposure to shares and bonds and other similar fixed income investments by investing more than 90% of its assets in Vanguard passive funds that track an index (“Associated … We believe investment companies should manage their funds exclusively in the interest of their investors. Issued by Vanguard Asset Management, Limited which is authorised and regulated in the UK by the Financial Conduct Authority. This fee is automatically waived for everyone in the plan if at least one participant is a Voyager, Voyager Select, Flagship, or Flagship Select Services client. See Vanguard LifeStrategy Moderate Growth Fd (VSMGX) mutual fund ratings from all the top fund analysts in one place. $32.02 USD +0.08 (0.25%) Zacks MF Rank More Info. *Source Vanguard. Invest in popular Vanguard products like LifeStrategy and Target Retirement Funds or access unique funds targeting specific markets. The primary difference between the two is that the LifeStrategy fund has an international allocation, while the Vanguard Balanced Index Fund does not. The Authorised Corporate Director for Vanguard LifeStrategy Funds ICVC is Vanguard Investments UK, Limited. For further information on the fund’s investment policy, please refer to the Key Investor Information Document (“KIID”). LifeStrategy Moderate Growth Fund (VSMGX) The moderate growth fund is tailored towards long-term growth. The LifeStrategy range has received risk mappings from a number of third parties. This fee is automatically waived for Voyager, Voyager Select, Flagship, and Flagship Select Services clients. This document is designed for use by, and is directed only at persons resident in the UK. So why not pick a Vanguard LifeStrategy® Fund that has asset allocation built in? Vanguard LifeStrategy Moderate Growth Fund Investor Shares. Monday through Friday 8 a.m. to 8 p.m., Eastern time. Add to watchlist. Five risk profiles are based on different equity and bond weightings. We took a stand for investment value in 1975. Data as of December 14, 2020. 403(b)(7) plansWe charge participants a $15 annual account service fee for each fund they hold in their Vanguard 403(b)(7) account. Also known as "asset mix.". Chart. The chart below shows the Vanguard LifeStrategy Moderate Growth Fund (in blue) as compared to the iShares Core Growth Allocation ETF (in orange) since December 2011 (i.e., the point at which Vanguard switched the LifeStrategy funds so that … Accept the limited growth potential that comes with limited exposure to stock market risk. Want some growth potential but with less exposure to stock market risk. Get details on LifeStrategy Moderate Growth Fund. The Balanced Index Fund has an advantage in that it offers Admiral … This fee is automatically waived for Voyager, Voyager Select, Flagship, and Flagship Select Services clients. As an investor in the LifeStrategy Moderate Growth Fund, you will experience more potential growth, but also added exposure to stock market risk. We also share information about your use of our site with our advertising and analytics partners. Learn about Vanguard Digital Advisor® WANT TO LEARN MORE? Industry average expense ratio for comparable balanced funds: 0.78%. Vanguard LifeStrategy Moderate Growth Fund Investor Shares (VSMGX) Nasdaq - Nasdaq Delayed Price. WANT SOME ADVICE? See how 9 model portfolios have performed in the past. The Ongoing Charges Figure (OCF) covers the fund manager’s costs of managing the fund. Objective The investment seeks capital appreciation and a low to moderate level of current income. Accept significant exposure to stock market risk in exchange for more growth potential. There’s also an easy comparison to draw between the LifeStrategy Moderate Growth Fund and the Vanguard Balanced Index Fund, as they each hold a static 60% stock, 40% bond allocation. Vanguard Institutional Intermediate-Term Bond Fund Vanguard LifeStrategy Moderate Growth Fund Vanguard Institutional Short-Term Bond Fund Vanguard Long-Term Bond Index Fund Vanguard Institutional Target Retirement 2015 Fund Vanguard Long-Term Investment-Grade Fund Vanguard Institutional Target Retirement 2020 Fund Vanguard Long-Term Tax-Exempt Fund Vanguard … Vanguard average LifeStrategy Funds expense ratio: 0.13%. This is achieved with a greater stock to bond ratio. It doesn't include loads or purchase or redemption fees. All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss. Want more growth potential and accept added exposure to stock market risk. In one single fund, investors can access a globally diversified portfolio of equities and bonds for an OCF of 0.22%1 per year. Currency in USD. Up to 7,000 individual securities ensures broad diversification across equity and bond markets. Monday to Friday8 a.m. to 8 p.m., Eastern time. If you haven't been redirected in 10 seconds, please click here to view our full investment product list.click here to view our full investment product list. Value to investors . Get details on LifeStrategy Conservative Growth Fund. All you have to do is decide which of the five risk profiles best suits your client, ranging from 20% to 100% equity allocation. All rights reserved. Care more about current income than long-term growth. Ever since, we have stayed true to four guiding principles that we believe create the foundations of investment success: LifeStrategy funds embody every one of these principles. Compare ETFs … Chart Investment Objective The investment seeks capital appreciation and a low to moderate level of current income. The information in this document is general in nature and does not constitute legal, tax, or investment advice.