Vanguard Moderate Growth Portfolio
Investment Objective
Seeks to provide capital appreciation and current income, investing 50% of assets into two Vanguard stock index funds (30% allocated to the Vanguard Institutional Total Stock Market Index Fund and 20% to the Vanguard Total International Stock Index Fund) and 50% of its assets to investment-grade U.S. bonds (35% to the Vanguard Total Bond Market II Index Fund and 15% to the Vanguard Total International Bond 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 11/20/2024
| Last Month | Last Quarter | Year to Date |
|---|---|---|
| -2.13% | 5.91% | 8.39% |
Avg. Annualized Performance as of 10/31/2024
| 1 Year | 3 Year | 5 Year | 10 Year |
|---|---|---|---|
| 20.51% | 1.68% | 5.37% | 5.53% |
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