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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 four Vanguard Funds:

    • Total Bond Market II Index
    • Total Stock Market Index
    • Total International Stock Index
    • Total International Bond Index

Performance and portfolio information is available on Vanguard's website

Investment fees: The average weighted expense ratio for the four underlying funds is 0.13%. Vanguard does not charge any fee at the fund-of-funds level.

Other investment vehicles

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Contact Us | Staff | Westchester Community Foundation | Long Island Community Foundation

The New York Community Trust is a 501(c)3 public charity.

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