Vanguard LifeStrategy Income Fund

Class Inv (VASIX)
Scorecard
3 / 5 Stars
Lipper
2 2 5 5 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#58 in Conservative Allocation

U.S. News evaluated 190 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 4.32 percent over the past year, 4.70 percent over the past three years, 8.59 percent over the past five years, and 4.64 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 1.9%
1 Year 4.3%
3 Years (Annualized) 4.7%
5 Years (Annualized) 8.6%
10 Years (Annualized) 4.6%

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Summary

The investment seeks current income and some capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 80% of the fund's assets to bonds and 20% to common stocks. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).

Conservative Allocations

Highest Returns (10-year)

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