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This Vanguard Life Strategy Income Fund review (VASIX) takes a look at this fund’s objectives, risks, and performance over recent history of the fund. This is one of the Vanguard Funds that has all of its holdings in other Vanguard mutual funds. This one takes a conservative approach to investment for those in the later stages of their life, when less risk is comforting.

The holdings are to follow as closely as possible the following percentages: 20% in stocks, 60% in bonds, and 20% in short term cash reserves. To meet this, 50.3% of the fund’s assets are in Vanguard Total Bond Market II Index Fund, 24.8% in Vanguard Asset Allocation Fund, 20.0% in Vanguard Short Term Investment Grade Fund, and 4.9% in Vanguard Total Stock Market Index Fund.

This fund has an extremely low expense ratio of 0.23% and requires a minimum of $3000 to invest. The performance of this fund for the last year, as of April 30, 2010, was a one year return of 15.69% and a 10 year return of 4.84%. As of May 27, 2010, the YTD return was 2.93%.

This is rated as a below average risk and above average return, with 4 stars from Morningstar. The volatility measures of this fund are a Beta at 0.46, an R squared at 91, and a Standard deviation of 7.14.

This fund’s assets are in many sectors, but the leading ones are Financial Services with 14.59%, and 11.40% in Energy.

This Vanguard Life Strategy Income Fund review (VASIX) advises investors to invest in this fund if you are looking for a low return, stable investment that involves minimal risk.

For more reference about investments from Vanguard on this site, please view Vanguard Explorer Fund Review (VEXPX).

For a resource about mutual funds, please view Janus Twenty Fund which is one our sister site of topperformingmutualfunds.net.

Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com, please view Fidelity Advisors Fund Review.