Vanguard Conservative Growth Portfolio
Investment Objective
Seeks to provide current income and low to moderate capital appreciation, investing 75% of assets into two investment-grade Vanguard bonds (52.5% to the Vanguard Total Bond Market II Index Fund and 22.5% to the Vanguard Total International Bond Index Fund) and 25% of its assets to stocks (15% allocated to the Vanguard Institutional Total Stock Market Index Fund and 10% to the Vanguard Total International Stock Index Fund).
Investments are subject to risk and Participants should carefully read the Program Description for North Carolina's National College Savings Program for more information
Recent Unit Price
Recent Performance as of 10/04/2024
Last Month | Last Quarter | Year to Date |
---|---|---|
1.56% | 5.41% | 7.41% |
Avg. Annualized Performance as of 09/30/2024
1 Year | 3 Year | 5 Year | 10 Year |
---|---|---|---|
15.70% | 0.90% | 3.00% | 3.79% |
Portfolio Composition
View Unit Price by Date
Fees and Expenses
Portfolio Expenses | Administrative Fees |
---|---|
0.065% | 0.25% |
Risk Potential
Less Risk
Less Reward
More Risk
More Reward
Bond Style
Agency
Corporate
Grade