Skip to main content

Overview

Overview
Unit Price as of $
Change $ %
Yield as of %
Expense Ratio as of
Inception Date

* Thirty day advertised yield net of expenses calculated daily.

Investment Objective

The 17 - 18 Age Band seeks to provide principal preservation, and growth of capital through a mix of U.S. and international stocks, bonds and cash.

Investment Strategy

This Age Band invests in seven (7) Underlying Investments: Vanguard Total Stock Market Index Fund (VSMPX), with a target allocation of 15%, Vanguard Total International Stock Index Fund (VTSNX), with a target allocation of 5%, Vanguard Total Bond Market Index Fund (VBTIX), with a target allocation of 40%, Vanguard Total International Bond Index Fund (VFTIX), with a target allocation of 10%, Vanguard Short-Term Inflation-Protected Securities Index Fund (VTSPX), with a target allocation of 7.5%, Vanguard Short-Term Corporate Bond Index Fund (VSTBX), with a target allocation of 15%, and Vanguard Federal Money Market Fund (VMFXX), with a target allocation of 7.5%. This results in an asset allocation of 20% to Mutual Funds invested in stocks, 72.5% to Mutual Funds invested in bonds, and 7.5% to a Mutual Fund invested in high-quality, short-term money market instruments.

Investment Risks

The principal risks associated with this Age Band are as follows: interest rate risk, income risk, prepayment risk, extension risk, nondiversification risk (bond funds), call risk, credit risk, currency risk and currency hedging risk, derivatives risk, liquidity risk, stock market risk, investment style risk, country/regional risk, currency risk, emerging markets risk, special risks of investing in China, index-related risks, index sampling risk, index replicating risk, nondiversification risk (stock funds), sector risk, income fluctuations, real interest rate risk, manager risk, and repurchase agreements risk.

Average Annual Returns

Updated Monthly as of

Name 1 year 3 year 5 year 10 year Since Inception

Annual Investment Returns

Year Ended Return Rate

Historical Prices

Date Price

Debug Information

Brand: default
Fund ID: 1056028
Error: 
Loaded: 
Debug: