| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
5
5
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#64 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.
Performance
The fund has returned 6.13 percent over the past year, 6.14 percent over the past three years, 4.57 percent over the past five years, and 5.37 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 2.9% |
| 1 Year | 6.1% |
| 3 Years (Annualized) | 6.1% |
| 5 Years (Annualized) | 4.6% |
| 10 Years (Annualized) | 5.4% |
Summary
The investment seeks current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that over time should reflect an allocation of approximately 80% of the fund's assets to bonds and 20% 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.
