Income Pool of Bond
and Equity Mutual Funds
Best for donors who seek a relatively high level of income, the Vanguard LifeStrategy Conservative Growth Fund provides a mix of fixed income and equity investments.
Asset allocation:
60% bonds
40% equities
Investment vehicles: The LifeStrategy Conservative Growth Fund invests in three Vanguard Funds:
- Total Bond Market II Index
- Total Stock Market Index
- Total International Stock Index
Performance and portfolio information is available on Vangard's website>>
Investment fees: The average weighted expense ratio for the five underlying funds is 0.15%. Vanguard does not charge any fee at the fund-of-funds level.
Other investment vehicles