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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 January 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+0.09%-0.37%n/an/an/a-0.56%0.33%9/28/16

Underlying Mutual Fund Performance3

As of December 31, 2016

Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX-3.16%2.61%2.61%2.95%2.15%4.32%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX-0.21%2.76%2.76%0.48%n/a0.11%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX-1.12%1.51%1.51%1.25%1.20%1.23%9/26/13
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.17%0.55%0.55%0.24%0.18%1.00%8/2/10