VSMGX Mutual Fund

VSMGX Mutual Fund (Vanguard LifeStrategy 60/40 Fund Investor Class) is managed by Vanguard (US) with $24.11B in net assets. VSMGX expense ratio is 0.10%, holding 5 positions across various sectors. Inception date: 1994-09-30.

VSMGX performance shows a YTD return of 6.17%. The 1-year return is 7.46% and the 5-year return is 5.95%. VSMGX dividend yield stands at 2.56%, paid semi-annually.

VSMGX top holdings include Vanguard Total Stock Market Index Fund Investor Shares (36.8%), Vanguard Total Bond Market Ii Index Fund (26.7%), Vanguard Total International Stock Index Fund Investor Shares (24.7%), Vanguard Total International Bond Ii Index Fund (11.2%), Mktliq 12/31/2049 (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.