Vanguard Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return0.288.5616.56-4.6414.06
    Category Average-1.057.1815.61-5.7913.24
    Assets for Each Yr*2,669.383,112.583,903.763,798.684,425.78
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 14.06 8.72 6.87

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $4,425,776 mil $3,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 4.5 45.79 0.15 Very Low
    International Stock 3.2 11.45 0.19 Very Low
    Municipal Bond 4.0 4.13 0.13 Very Low
    Taxable Bond 3.6 16.49 0.12 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Worst 5-Year Relative Performance | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Vanguard LifeStrateg Management Team 25.00
    Vanguard LifeStrateg Management Team 25.00
    Vanguard LifeStrateg Management Team 25.00
    Vanguard LifeStrateg Management Team 25.00
    Vanguard PRIMECAP In Theo A. Kolokotrones 20.20

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Vanguard Commodity S Joshua C. Barrickman 0.20
    Vanguard Global ESG Yolanda Courtines 0.30
    Vanguard Global Cred Samuel C. Martinez 0.80
    Vanguard Global Mini Antonio Picca 0.80
    Vanguard Global Capi Keith E White 1.10