Age-Based Aggressive Ages 19+

//Age-Based Aggressive Ages 19+
Age-Based Aggressive Ages 19+2018-07-13T13:16:30+00:00

Portfolio Overview

The Portfolio seeks growth of current income and low to moderate growth of capital.

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

U.S. Equities 13%
International Equities 4%
Real Estate Equities 3%
Fixed Income 71%
Money Market 9%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Money Market
Vanguard Prime Money Market Fund 9%
Fixed Income
Vanguard Total Bond Market Index Fund 35%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 11%
Vanguard Short‐Term Bond Index Fund 25%
Real Estate
Vanguard Real Estate Index Fund 3%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 13%
International Equity
Vanguard Total International Stock Index Fund 4%

Portfolio Performance1

As of October 31, 2018

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+-0.96%-1.26%-0.22%n/an/a1.43%0.30%9/28/16

Underlying Mutual Fund Performance3

As of 6/30/2018

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX3.91%3.29%14.83%11.61%n/a10.29%4/28/15
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX0.41%3.57%3.57%2.19%2.03%3.97%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX0.53%0.73%1.36%1.10%0.67%0.24%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.20%-0.31%-0.21%0.79%1.07%1.09%9/26/13
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VTSNX-3.17%-3.61%7.12%5.35%6.44%5.25%8/2/10
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.48%0.87%1.49%0.86%0.54%0.51%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Real Estate Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX8.79%0.02%2.28%7.54%7.93%8.03%8/2/10