Age-Based Aggressive Ages 0-2

//Age-Based Aggressive Ages 0-2
Age-Based Aggressive Ages 0-2 2016-11-08T10:44:05+00:00
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Portfolio Overview

The Portfolio seeks growth of capital.

The Portfolio invests in a targeted mix of stock mutual funds that represent various asset classes and sectors.

U.S. Equities 56%
International Equities 36%
Real Estate Equities 8%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Real Estate
Vanguard REIT Index Fund 8%
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 56%
Fund Percent
International Equity
Vanguard Total International Stock Index Fund 36%

Portfolio Performance1

As of July 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 0-213.08%4.88%n/an/an/a14.00%0.31%9/28/16

Underlying Mutual Fund Performance3

As of 6/30/2017

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX3.04%9.01%18.51%n/an/a8.26%8/2/10
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VTSNX5.83%14.78%20.08%1.37%7.70%4.96%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX1.63%2.60%-1.88%8.09%9.30%6.21%8/2/10