Vanguard LifeStrategy Moderate Growth Fund Inv (VSMGX)
34.22
+0.61
(+1.81%)
USD |
Mar 31 2026
VSMGX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.41% |
| Stock | 59.71% |
| Bond | 35.85% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 3.85% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 62.60% |
|---|---|
|
North America
|
61.61% |
| Canada | 2.94% |
| United States | 58.68% |
|
Latin America
|
0.99% |
| Brazil | 0.32% |
| Chile | 0.10% |
| Colombia | 0.01% |
| Mexico | 0.37% |
| Peru | 0.04% |
| Venezuela | 0.01% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 19.26% |
|---|---|
| United Kingdom | 3.42% |
|
Europe Developed
|
14.32% |
| Austria | 0.26% |
| Belgium | 0.65% |
| Denmark | 0.39% |
| Finland | 0.28% |
| France | 2.62% |
| Germany | 2.37% |
| Greece | 0.09% |
| Ireland | 0.73% |
| Italy | 1.34% |
| Netherlands | 1.30% |
| Norway | 0.18% |
| Portugal | 0.11% |
| Spain | 1.17% |
| Sweden | 0.70% |
| Switzerland | 1.65% |
|
Europe Emerging
|
0.50% |
| Czech Republic | 0.06% |
| Poland | 0.21% |
| Russia | 0.00% |
| Turkey | 0.07% |
|
Africa And Middle East
|
1.02% |
| Egypt | 0.01% |
| Israel | 0.28% |
| Qatar | 0.05% |
| Saudi Arabia | 0.24% |
| South Africa | 0.25% |
| United Arab Emirates | 0.12% |
| Greater Asia | 14.77% |
|---|---|
| Japan | 5.11% |
|
Australasia
|
1.61% |
| Australia | 1.51% |
|
Asia Developed
|
4.15% |
| Hong Kong | 0.63% |
| Singapore | 0.39% |
| South Korea | 1.52% |
| Taiwan | 1.61% |
|
Asia Emerging
|
3.90% |
| China | 1.88% |
| India | 1.19% |
| Indonesia | 0.23% |
| Kazakhstan | 0.00% |
| Malaysia | 0.24% |
| Philippines | 0.13% |
| Thailand | 0.22% |
| Unidentified Region | 3.37% |
|---|
Bond Credit Quality Exposure
| AAA | 8.65% |
| AA | 45.62% |
| A | 16.91% |
| BBB | 13.04% |
| BB | 0.12% |
| B | 0.00% |
| Below B | 0.00% |
| CCC | 0.00% |
| CC | 0.00% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.02% |
| Not Available | 15.64% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
20.63% |
| Materials |
|
2.78% |
| Consumer Discretionary |
|
6.07% |
| Financials |
|
10.41% |
| Real Estate |
|
1.37% |
| Sensitive |
|
29.24% |
| Communication Services |
|
4.77% |
| Energy |
|
2.23% |
| Industrials |
|
7.44% |
| Information Technology |
|
14.80% |
| Defensive |
|
10.01% |
| Consumer Staples |
|
2.99% |
| Health Care |
|
5.44% |
| Utilities |
|
1.58% |
| Not Classified |
|
40.12% |
| Non Classified Equity |
|
0.16% |
| Not Classified - Non Equity |
|
39.97% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 57.59% |
| Corporate | 26.39% |
| Securitized | 13.94% |
| Municipal | 1.68% |
| Other | 0.40% |
Bond Maturity Exposure
| Short Term |
|
0.05% |
| Less than 1 Year |
|
0.05% |
| Intermediate |
|
64.60% |
| 1 to 3 Years |
|
22.81% |
| 3 to 5 Years |
|
16.94% |
| 5 to 10 Years |
|
24.85% |
| Long Term |
|
35.27% |
| 10 to 20 Years |
|
11.94% |
| 20 to 30 Years |
|
21.54% |
| Over 30 Years |
|
1.79% |
| Other |
|
0.08% |
As of February 28, 2026