Age-Based Moderate Ages 9-10

//Age-Based Moderate Ages 9-10
Age-Based Moderate Ages 9-10 2016-11-08T10:44:05+00:00
Email this to someonePrint this page

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 36%
International Equities 19%
Real Estate Equities 5%
Fixed Income 40%

Real EstateInternational Equity
U.S. EquityFixed Income
Money Market

The Underlying Mutual Funds

Fund Percent
Fixed Income
Vanguard Total Bond Market Index Fund 27%
Vanguard Short‐Term Inflation‐Protected Securities Index Fund 4%
Vanguard Short‐Term Bond Index Fund 9%
Real Estate
Vanguard REIT Index Fund 5%
Fund Percent
Domestic (U.S.) Equity
Vanguard Total Stock Market Index Fund 36%
International Equity
Vanguard Total International Stock Index Fund 19%

Portfolio Performance1

As of December 31, 2017

PortfolioYTD3 Mo1yr3yr5yrLTDExp. RatioInception Date
Ages 9-1013.53%3.25%13.53%n/an/a10.34%0.30%9/28/16

Underlying Mutual Fund Performance3

As of 9/30/2017

Domestic Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total Stock Market Index Fund
Fact Sheet, Prospectus, Annual Report
0.02%VITSX4.55%13.97%18.66%n/an/a9.36%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%VBTIX0.73%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
International Equity FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard Total International Stock Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VTSNX5.97%21.63%19.30%5.32%7.51%5.67%8/2/10
Real Estate FundExpense RatioTickerQTRYTD1yr3yr5yr10yr or Life of FundInception Date
Vanguard REIT Index Fund
Fact Sheet, Prospectus, Annual Report
0.10%VGSNX0.87%3.49%0.45%9.55%9.50%6.05%8/2/10