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

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 May 31, 2018

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 9-100.09%0.79%7.96%n/an/a8.89%0.30%9/28/16

Underlying Mutual Fund Performance3

As of 03/31/18

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX6.34%21.19%21.19%n/an/a10.96%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%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%VTSPX0.18%0.83%0.83%1.13%0.14%0.24%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX-0.51%-0.51%0.19%0.71%0.88%1.10%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-0.45%-0.45%17.08%6.95%6.43%5.89%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX1.39%4.93%4.93%5.26%9.26%7.67%8/2/10