3 / 5 Stars
3 3 3 5 3
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#37 in Moderate Allocation
U.S. News evaluated 279 Moderate 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 11.24 percent over the past year, 8.85 percent over the past three years, 4.29 percent over the past five years, and 7.25 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.9%|
|3 Years (Annualized)||8.8%|
|5 Years (Annualized)||4.3%|
|10 Years (Annualized)||7.2%|
The investment seeks capital appreciation and a low to moderate level of current income. 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 common stocks and 40% to bonds. 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 2 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2013-03-12