Age-Based Conservative Ages 19+

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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 May 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 19+0.75%0.47%n/an/an/a0.09%0.33%9/28/16

Underlying Mutual Fund Performance3

As of March 31, 2017

Fixed Income FundsExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Bond Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VBTIX0.91%0.91%0.44%2.61%2.28%4.26%8/2/10
Vanguard Short-Term Inflation-Protected Securities Index Fund
Fact Sheet, Prospectus, Annual Report
0.05%VTSPX0.69%0.69%1.62%0.64%n/a0.25%9/26/13
Vanguard Short-Term Bond Index Fund
Fact Sheet, Prospectus, Annual Report
0.06%VBITX0.49%0.49%0.40%1.28%1.21%1.27%9/26/13
Money Market FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Prime Money Market Fund*
Fact Sheet, Prospectus, Annual Report
0.10%VMRXX0.21%0.21%0.65%0.30%0.21%0.89%8/2/10