Age-Based Conservative Ages 19+

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

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 May 31, 2018

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+0.00%0.37%0.37%n/an/a0.28%0.33%9/28/16

Underlying Mutual Fund Performance3

As of 03/31/18

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
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.39%0.39%1.26%0.70%0.44%0.53%8/2/10