Vanguard Life Strategy Growth Fund Review (VASGX)
This Vanguard Life Strategy Growth Fund Review will examine the current statutes of this fund and its past performance. The stock symbol for this fund is VASGX.
The goal of this fund is a combination of both domestic and international stocks along with treasury and corporate bonds in a long term strategy of growth orientated mix for the highest return on investment. The mixture of stocks to bonds will fluctuate from 65% stocks and 35% bonds to 90% stocks and 10% bonds.
The minimum allowed amount an investor can deposit in this fund is presently at $3000. As of 12/02/09, the current stock price is at $19.80 per share. The total net assets of this fund as of 10/31/09 were at $6.6 billion. The 52 week high was at $19.80 and the low was $12.44.
Since its inception date on 09/30/94, the returns before taxes are at 7.26%. The 10 year return before taxes is at 2.21%, the 5 year is at 2.85%, the 3 year is at -3.27%, and the one year is at -3.33%.
The investment of returns for year to date as of 12/02/09 is at 24.93%
The present asset allocation is set at 82.09% stocks, 17.84% bonds, and 0.07% in short term reserves. The turnover rate is at 10% for the last year. This fund is almost entirely made up of other Vanguard funds for its holdings. The Vanguard Total Stock Mkt Idx has 49.7%, the Vanguard Asset Allocation has 25.2%, the Vanguard Total International Stock Idx has 14.8%, and the Vanguard Total Bond Mkt II Idx holds 10.3%.
At present, there is no manager of this fund. The Morningstar risk to return measure is at below average risk with above average returns.
This Vanguard Life Strategy Growth Fund Review for this year is positive with the year to date return of almost 25% and 4 managers of other funds making the decisions.