VSMGX Mutual Fund
VSMGX Mutual Fund
VSMGX Mutual Fund
Vanguard LifeStrategy 60/40 Fund Investor Class
VSMGX Mutual Fund Overview
VSMGX Mutual Fund (Vanguard LifeStrategy 60/40 Fund Investor Class) is managed by Vanguard (US) with $24.20B 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 6.74%. The 1-year return is 14.43% and the 5-year return is 6.28%. VSMGX dividend yield stands at 4.94%, paid semi-annually.
VSMGX top holdings include Vanguard Total Stock Market Index Fund Investor Shares (36.6%), Vanguard Total Bond Market Ii Index Fund (26.4%), Vanguard Total International Stock Index Fund Investor Shares (25.2%), Vanguard Total International Bond Ii Index Fund (11.0%), Vanguard Market Liquidity Fund (0.6%). Go to all VSMGX holdings, VSMGX sectors, or VSMGX dividends.
VSMGX can be compared against other funds. Use VSMGX overlap to find shared positions, or VSMGX vs another fund for a side-by-side view. VSMGX alternatives are available via the screener, along with tax-loss harvesting opportunities.