Age-Based Aggressive Ages 9-10

//Age-Based Aggressive Ages 9-10
Age-Based Aggressive Ages 9-10 2016-11-08T10:44:06+00:00
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Portfolio Overview

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

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

U.S. Equities 40%
International Equities 23%
Real Estate Equities 7%
Fixed Income 30%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 20%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 4%
Vanguard Short‐Term Bond Index Fund 6%
Real Estate
Vanguard REIT Index Fund 7%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 40%
International Equity
Vanguard Total International Stock Index Fund 23%

Portfolio Performance1

As of July 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 9-109.41%3.60%n/an/an/a9.30%0.30%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
Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX1.48%2.40%-0.43%2.44%2.15%4.48%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX-0.48%0.20%0.28%-0.03%n/a0.14%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.60%1.10%0.06%1.28%1.21%1.32%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%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