Vanguard Mutual Fund Family Data Pages

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Performance
02-28-11

Total ReturnCategory Average
Total Return 7.2 -26.4 23.4 13.3 3.8
Category Average 7.3 -29.1 24.7 12.7 3.6
Assets for Each Yr* 1,146.4 885.5 1,172.3 1,368.4 1,368.4
*billions

Trailing Returns %
02-28-11

  YTD 3 Year 5 Year    
Fund Family 3.75 4.25 4.86

Key Stats
02-28-11

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
1,368,371 $3,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock --- 46.06 0.22 Very Low
International Stock 3.3 9.17 0.26 Very Low
Municipal Bond 4.0 6.23 0.16 Very Low
Taxable Bond 3.6 22.68 0.14 Very Low
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
8 17 11
3 4 3
2 6 3
Asset Allocation %
Cash 2.6
Stocks 60.8
Bonds 28.2
Other 8.2
Annual Turnover % 36
% Assets in Top 10 6.3
 
Sector Breakdown (% of stocks) 
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Top 20 US Holdings | Get Price Quotes
YTD Return through 03-15-11

  Sector YTD Return % % Net Assets  
  ExxonMobil Corporation* Energy 11.91 1.01
  Apple, Inc.* Hardware 7.09 0.71
  Microsoft Corporation* Software -8.46 0.69
  Chevron Corporation* Energy 11.73 0.60
  International Business Machines Corp* Hardware 8.80 0.60
  Johnson & Johnson* Healthcare -4.58 0.54
  General Electric Company* Industrial Materials 7.98 0.53
  Pfizer Inc.* Healthcare 13.99 0.53
  Wells Fargo Company* Financial Services 4.29 0.53
  AT&T, Inc.* Telecommunications -3.88 0.52
  JP Morgan Chase & Co* Financial Services 5.28 0.51
  Procter & Gamble Company* Consumer Goods -4.96 0.47
  Google, Inc.* Telecommunications -4.11 0.45
  Oracle Corporation* Software -0.26 0.42
  Merck & Co, Inc.* Healthcare -10.54 0.41
  ConocoPhillips* Energy 11.07 0.38
  Bank of America Corp* Financial Services 4.72 0.37
  Intel Corporation* Hardware -3.18 0.37
  Coca-Cola Company* Consumer Goods -3.45 0.36
  Philip Morris International, Inc.* Consumer Goods 7.12 0.34
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Longest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Vanguard Small Cap Index Inv Michael H. Buek 19
Vanguard LifeStrategy Cnsrv Gr Inv --- No Manager 17
Vanguard LifeStrategy Growth Inv --- No Manager 17
Vanguard LifeStrategy Income Inv --- No Manager 17
Vanguard LifeStrategy Moderate Gr Inv --- No Manager 17

Shortest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Vanguard Developed Markets Index Instl Donald M. Butler 0
Vanguard Global ex-US Rel Est Idx Inv Gerard C. O'Reilly 0
Vanguard Growth & Income Inv Warren Chiang 0
Vanguard US Growth Inv Christopher J. Bonavico 0
Vanguard Target Retirement 2055 Inv Duane F. Kelly 1
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