Vanguard LifeStrategy Income Fund
The Vanguard LifeStrategy Income Fund (VASIX) is a fund-of-funds providing a 20/80 allocation between stocks and bonds. It offers a conservative investment option with a strong focus on income and capital preservation through a high allocation to bonds.
Key Features:
- Income Focus: 80% bonds / 20% stocks for stable income
- Capital Preservation: High bond allocation reduces portfolio volatility
- Global Diversification: US and international fixed income and equities
- Automatic Rebalancing: Vanguard maintains the target allocation
Expense Ratio: 0.12%
Number of Holdings: 4 underlying Vanguard index funds (20/80 stock/bond allocation)
Portfolio Context:
VASIX is the Vanguard equivalent to the Global Multi Asset Income Fund.
This ETF is part of the Vanguard ETF Portfolio vs Equivalent Fidelity Funds comparison, where it serves as the Vanguard equivalent for one or more Fidelity funds.
Top Holdings
| # | Holding | Ticker | Weight |
|---|---|---|---|
| 1 | Vanguard Total Bond Market II Idx Inv | VTBIX | 54.88% |
| 2 | Vanguard Total Intl Bd II Idx Investor | VTIIX | 23.11% |
| 3 | Vanguard Total Stock Mkt Idx Inv | VTSMX | 12.55% |
| 4 | Vanguard Total Intl Stock Index Inv | VGTSX | 8.86% |
Note: This is an informational overview for educational purposes. Past performance does not guarantee future results. Consider your investment objectives, risk tolerance, and fees before investing.