Returns Chart

Key Stats

Customize
Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.12% 10.87B 2.32% 9.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-134.35M 10.37% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks current income and low to moderate capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to bonds and 40% to common stocks. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).
General
Security Type Mutual Fund
Oldest Share Symbol VSCGX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name Vanguard
Prospectus Benchmark Index
BBgBarc US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Management Team 25.85 yrs

One Page Report

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 84
-134.35M
-5.929B Category Low
618.61M Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of July 31, 2020

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of August 14, 2020. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Edit comparables
Name
2013
2014
2015
2016
2017
2018
2019
YTD
9.08%
6.95%
-0.17%
5.96%
10.92%
-2.95%
15.68%
4.65%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
5.66%
10.31%
6.73%
-1.39%
5.58%
11.09%
-4.88%
16.07%
4.88%
13.20%
3.67%
-2.15%
6.03%
10.21%
-7.36%
14.34%
4.13%
9.84%
6.27%
-1.37%
5.03%
10.83%
-4.71%
16.14%
4.84%
24.37%
7.16%
-1.57%
8.87%
21.42%
-7.90%
24.94%
2.43%
As of August 14, 2020.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-14-20) 2.32%
30-Day SEC Yield (8-14-20) Upgrade
7-Day SEC Yield (11-28-03) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 18.73
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 2.35%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of June 30, 2020

Fund Details

Key Dates
Inception Date 9/30/1994
Last Annual Report Date 10/31/2019
Last Prospectus Date 2/27/2020
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds Yes
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of June 30, 2020.
Type % Net % Long % Short
Cash 3.95% Upgrade Upgrade
Stock 38.71% Upgrade Upgrade
Bond 56.89% Upgrade Upgrade
Convertible 0.43% Upgrade Upgrade
Preferred 0.01% Upgrade Upgrade
Other 0.01% Upgrade Upgrade

Top 4 Holdings

Name % Weight Price % Change
Vanguard Total Bond Market II Idx Inv 41.99% 11.58 -0.09%
Vanguard Total Stock Mkt Idx Inv 23.24% 83.17 -0.04%
Vanguard Total Intl Bd Idx Investor 17.12% 11.57 0.09%
Vanguard Total Intl Stock Index Inv 15.84% 17.05 -0.47%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks current income and low to moderate capital appreciation. The fund invests in other Vanguard mutual funds according to a fixed formula that reflects an allocation of approximately 60% of the fund's assets to bonds and 40% to common stocks. Its indirect bond holdings are a diversified mix of short-, intermediate-, and long-term U.S. government, U.S. agency, and investment-grade U.S. corporate bonds; mortgage-backed and asset-backed securities; and government, agency, corporate, and securitized investment-grade foreign bonds issued in currencies other than the U.S. dollar (but hedged by Vanguard to minimize foreign currency exposure).
General
Security Type Mutual Fund
Oldest Share Symbol VSCGX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name Vanguard
Prospectus Benchmark Index
BBgBarc US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Management Team 25.85 yrs

One Page Report

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (8-14-20) 2.32%
30-Day SEC Yield (8-14-20) Upgrade
7-Day SEC Yield (11-28-03) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 18.73
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 2.35%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of June 30, 2020

Fund Details

Key Dates
Inception Date 9/30/1994
Last Annual Report Date 10/31/2019
Last Prospectus Date 2/27/2020
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds Yes
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No