Vanguard LifeStrategy Income Fund

1 minute

If you’re someone that is a responsible and/or an educated investor, you might’ve heard of Vanguard LifeStrategy Income Fund (VASIX), a mutual fund that many government employees in the United States have invested into through their 401k. While you can be a white-collar, blue-collar, or an independent trader, chances are you may have heard of this fund and are curious to know more information about its history, performance, and what you can expect as an investor.

In today’s article, you’ll learn about the highs and lows of Vanguard LifeStrategy Income Fund, the direction of the company in general, and our educated opinions regarding the fund in particular.

Overview of Vanguard LifeStrategy Income Fund

VanGuard LifeStrategy went public on Sep 29th, 1994, the YTD return has been 11.42% here in 10/1/2019. Each share is $16.16 (10/1/2019), with a yield of 2.55%.

Over the course of its robust history, LifeStrategy has consistently outperformed most other mutual funds and has also withstood the harsh blow due to economic uncertainty in 2008.  (-19.52%).

Since 2008, when stocks plummeted from $14 a share to $11 a share, funds made a recovery in 2010, and since then have continued to appreciate.

The Vanguard LifeStrategy Investment Style

This investment strategy focuses on a low to moderate capital appreciation, making it a relatively reliable/conservative mutual fund. The fund works by investing in other Vanguard mutual funds and splits its assets into 60% of bonds and 40% to common stocks.

Thoughts on Performance

Morningstar has rated this stock a 4/5 stars among 184 funds in general. As time goes on opinions are starting to get more optimistic about the future of this mutual fund.

When looking at the historic performance, in regards to returns, this has been consistently above average, while the historic risk has been below average.

VASIX has managed to accumulate more than $4.12 billion in assets, which shouldn’t be ignored in the competitive field of the mutual fund market.

A lot of professionals tend to believe that the performance is weak in comparison to other funds available on the market, but the future is optimistic over the direction of Vanguard.

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