Vanguard Asset Allocation Adm P.O. Box 2600 Valley Forge PA 19482
Phone: 800-662-6273
| Category: |
Moderate Allocation |
| Fund Family: |
Vanguard |
| Net Assets: |
2.28B |
| Year-to-Date Return: |
6.70% |
| Yield: |
2.36% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
13-Aug-01 |
|
Thomas F. Loeb
Lead Manager since
03-Nov-88 |
|
| Loeb is co-chairman and chief executive officer with Mellon Capital Management, a company he co-founded in 1983. He has more than 29 years of investment experience, working with both Mellon Capital and Wells Fargo. |
| Min Initial Investment: |
$100,000 |
| Min Initial Investment, IRA: |
$100,000 |
| Min Initial Investment, AIP: |
$100,000 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks to maximize long-term total return. The fund allocates assets among common stocks, bonds, and money-market instruments. It may invest up to 100% of assets in any one of the three asset classes. |
| Last Dividend
(19-Dec-07):
|
0.86 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
6.00% |
| Average for Category:
|
68.16% |
|
| Expense |
VAARX |
Category Avg |
| Total Expense Ratio: |
0.27%
|
1.11% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.21% |
| Max Deferred Sales Load: |
0.00%
|
2.74% |
| 3 Yr Expense Projection*: |
$97 |
$638 |
| 5 Yr Expense Projection*: |
$169 |
$954 |
| 10 Yr Expense Projection*: |
$381 |
$1,869 |
|
|