4 / 5 Stars
2 2 5 5 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#42 in Conservative Allocation
U.S. News evaluated 201 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.66 percent over the past year, 7.37 percent over the past three years, 4.39 percent over the past five years, and 6.27 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||4.9%|
|3 Years (Annualized)||7.4%|
|5 Years (Annualized)||4.4%|
|10 Years (Annualized)||6.3%|
The investment seeks current income and low to moderate capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that over time should reflect an allocation of approximately 60% of the fund's assets to bonds and 40% to common stocks. Its indirect stock holdings are a diversified mix of U.S. and foreign large-, mid-, and small-capitalization stocks. While the fund is non-diversified, it invests in diversified underlying holdings.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 3 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 4 for one year, 3 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2013-03-12
The fund's Value Line Risk Rank, a measure of volatility, is 1 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12
This fund received the Bronze award for the Blended Fund of Funds category in Standard & Poor’s 2010 Mutual Fund Excellence Awards.Standard & Poor's 2010-11-01