Age-Based Conservative Ages 19+

//Age-Based Conservative Ages 19+
Age-Based Conservative Ages 19+ 2016-11-08T10:44:05+00:00
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Portfolio Overview

The Portfolio seeks growth of current income, consistent with preservation of capital.

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

Fixed Income 50%
Money Market 50%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Money Market
Vanguard Prime Money Market Fund 50%
Fixed Income
Vanguard Total Bond Market Index Fund 15%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 15%
Vanguard Short‐Term Bond Index Fund 20%

Portfolio Performance1

As of December 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+1.13%0.09%1.13%n/an/a0.37%0.33%9/28/16

Underlying Mutual Fund Performance3

As of 9/30/2017

Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX0.73%3.15%-0.12%2.63%1.98%4.25%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX0.45%0.65%0.44%0.59%n/a0.22%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.43%1.53%0.40%1.45%1.13%1.33%9/26/13
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.29%0.76%0.94%0.48%0.31%0.68%8/2/10