Vanguard LifeStrategy Moderate Growth Fund (VSMGX)
Vanguard LifeStrategy Moderate Growth Fund operates in the Asset Management industry of the Financial Services sector, headquartered in Malvern, PA, US. The stock last traded at $37.39, up 0.32% on the session, giving a market capitalisation of $24.78B. Its beta of 0.94 implies it has historically moved less than the broad market.
The Vanguard LifeStrategy Moderate Growth Fund is part of a suite of comprehensive, low-cost investment options offering a diversified, index-based portfolio all within a single fund. This series features a fixed asset allocation approach, with four distinct funds available, each tailored to different risk profiles. Specifically, this Moderate Growth Fund is designed to pursue capital growth while also generating a low to moderate stream of income. Its strategy involves a consistent allocation of 60% to equities, which includes international stocks, and 40% to fixed-income investments, also incorporating global bonds. This fund is ideal for individuals with a long-term investment horizon who are prepared to accept the natural fluctuations of the stock market. It's crucial to understand that all LifeStrategy funds are subject to the inherent risks of their underlying holdings. A significant change is scheduled for May 12, 2026, when the fund's name will change from the Vanguard LifeStrategy Moderate Growth Fund to the Vanguard LifeStrategy 60/40 Fund. However, this alteration is purely nominal; its investment objectives, strategies, and operational policies will remain unchanged.
Vanguard LifeStrategy Moderate Growth Fund is most often compared with the following Financial Services names: