VSMGX Mutual Fund

VSMGX Mutual Fund (Vanguard LifeStrategy 60/40 Fund Investor Class) is managed by Vanguard (US) with $24.51B in net assets. VSMGX expense ratio is 0.10%, holding 7 positions across various sectors. Inception date: 1994-09-30.

VSMGX performance shows a YTD return of 6.28%. The 1-year return is 14.94% and the 5-year return is 6.44%. VSMGX dividend yield stands at 2.74%, paid semi-annually.

VSMGX top holdings include Vanguard Total Stock Market Index Fund Investor Shares (35.9%), Vanguard Total Bond Market Ii Index Fund (26.9%), Vanguard Total International Stock Index Fund Investor Shares (25.2%), Vanguard Total International Bond Ii Index Fund (11.2%), Vanguard Market Liquidity Fund (0.7%). View all VSMGX holdings, sector breakdown, or dividend history.

VSMGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.