Vanguard Age-Based Investment Options

  1. Individual Options
  2. Age-Based Options
  3. Underlying Age-Based Plans
Aggressive Track
Plan Name Applied Age Distribution
Vanguard Aggressive Growth Portfolio Newborn through 4 100% Stock
Vanguard 87.5% Stock/12.5% Bond Portfolio 5 through 6 87.5% Stock, 12.5% Bond
Vanguard 87.5% Stock/12.5% Bond Portfolio 7 through 8 87.5% Stock, 12.5% Bond
Vanguard Growth Portfolio 9 through 10 75% Stock, 25% Bond
Vanguard 62.5% Stock/37.5% Bond Portfolio 11 through 12 62.5% Stock, 37.5% Bond
Vanguard Moderate Growth Portfolio 13 through 14 50% Stock, 50% Bond
Vanguard 37.5% Stock/62.5% Bond Portfolio 15 through 16 37.5% Stock, 62.5% Bond
Vanguard Conservative Growth Portfolio 17 through 18 25% Stock, 75% Bond
Vanguard 12.5% Stock/87.5% Bond Portfolio 19 or older 12.5% Stock, 87.5% Bond
Moderate Track
Plan Name Applied Age Distribution
Vanguard 87.5% Stock/12.5% Bond Portfolio Newborn through 4 87.5% Stock, 12.5% Bond
Vanguard Growth Portfolio 5 through 6 75% Stock, 25% Bond
Vanguard 62.5% Stock/37.5% Bond Portfolio 7 through 8 62.5% Stock, 37.5% Bond
Vanguard Moderate Growth Portfolio 9 through 10 50% Stock, 50% Bond
Vanguard 37.5% Stock/62.5% Bond Portfolio 11 through 12 37.5% Stock, 62.5% Bond
Vanguard Conservative Growth Portfolio 13 through 14 25% Stock, 75% Bond
Vanguard 12.5% Stock/87.5% Bond Portfolio 15 through 16 12.5% Stock, 87.5% Bond
Vanguard Income Portfolio 17 through 18 75% Bond, 25% Short-Term Reserves
Vanguard Income Portfolio 19 or older 75% Bond, 25% Short-Term Reserves
Conservative Track
Plan Name Applied Age Distribution
Vanguard 62.5% Stock/37.5% Bond Portfolio Newborn through 4 62.5% Stock, 37.5% Bond
Vanguard Moderate Growth Portfolio 5 through 6 50% Stock, 50% Bond
Vanguard 37.5% Stock/62.5% Bond Portfolio 7 through 8 37.5% Stock, 62.5% Bond
Vanguard Conservative Growth Portfolio 9 through 10 25% Stock, 75% Bond
Vanguard 12.5% Stock/87.5% Bond Portfolio 11 through 12 12.5% Stock, 87.5% Bond
Vanguard Income Portfolio 13 through 14 75% Bond, 25% Short-Term Reserves
Vanguard 50% Bond/50% Short-Term Reserves Portfolio 15 through 16 50% Bond, 50% Short-Term Reserves
Vanguard 25% Bond/75% Short-Term Reserves Portfolio 17 through 18 25% Bond, 75% Short-Term Reserves
Vanguard Interest Accumulation Portfolio 19 or older 100% Short-Term Reserves

 

 

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