- December 21, 2020
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The latest fund information for Vanguard LifeStrategy 40% Equity A Acc, including fund prices, fund performance, ratings, analysis, asset allocation, ratios & fund manager information. Find out more. Vanguard LifeStrategy Income Fund Fact Sheet Author: Vanguard Subject: This is a quarterly publication of Fund Performance material for the LifeStrategy Income Fund Keywords: Tear Sheet, Fact Sheet, Mutual Fund, Vanguard, Vangaurd, LifeStrategy Income Fund Created Date: 1/21/2010 9:48:41 AM VASIX | A complete Vanguard LifeStrategy Income Fund;Investor mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Vanguard LifeStrategy® Income Fund . Fact sheet | December 31, 2019 . That's why as you add more equities to the Vanguard LifeStrategy funds the volatility increases from 4% for the "20% Equity" fund to 13% for the "100% Equity" fund. Fund gross returns are before management fees and taxes, but Elementary investing. the Vanguard LifeStrategy Income Fund (Investor Class Shares), a mutual fund (Fund). Returns for periods longer than 1 year are annualised. 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 Fact sheet | 30 September 2020 Vanguard LifeStrategy Conservative Fund Notes A Past performance is not an indication of future performance. Here is a diagram showing the gradual increase in risk from the 20% Equity fund to the 100% Equity Fund. Balanced fund (stocks and bonds) Fund facts . Vanguard LifeStrategy funds can meet a range of investors' needs. B Returns assume reinvestment of all distributions. See Vanguard LifeStrategy Income Fund (VASIX) mutual fund ratings from all the top fund analysts in one place. The products are structured as funds-of-funds, charging only weighted averages of the expense ratios associated with the underlying index funds.. LifeStrategy funds are cheap by any reasonable standard. Total net Expense ratio Ticker Inception Fund Vanguard LifeStrategy Income Fund seeks to provide current income and some capital appreciation. Risk level . The Vanguard LifeStrategy Funds are lifecycle offerings, providing investors with a variety of highly diversified all-in-one portfolios. Vanguard LifeStrategy Income Fund Investor Shares Return Before Taxes 12.05% 4.45% 5.18% Return After Taxes on Distributions 10.88 3.40 4.11 Return After Taxes on Distributions and Sale of Fund Shares 7.20 3.01 3.70 Comparative Indexes (reflect no deduction for fees, expenses, or taxes) The Fund seeks to hold investments that will pay out money and increase in value through a portfolio comprising approximately 80% shares and 20% bonds and other similar fixed income investments.The Fund gains exposure to shares and bonds and other similar fixed income investments by investing more than 90% of its assets in Vanguard passive funds that track an index (âAssociated Schemesâ). Learn more about VWINX investment portfolio, including asset allocation, stock style, sector exposure, financials, sustainability rating, and holdings. Investment Objective & Strategy The investment seeks current income and some capital appreciation. Five globally diversified blends, one low-cost packade, rebalanced daily.
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