ETFs are increasingly popular forms of packaging and many ...

ETFs are increasingly popular forms of packaging and many firms offer Asset Allocation funds (aka Balanced funds)



Expense Ratio 0.25%

Avg Volume 73,231 116,279 88,488 56,015

Total Assets 557M 1.1B 1.3B 927M

3 Yr Total Cost Ratio

Comparable fund

0.97

In between VSCGX and VASIX

0.95

VSCGX

0.98

VSMGX

0.98

Comparable to VASGX and FFNOX

Inception Date 11/4/2008

Commision Free TD Ameritrade

ST/LT Capital Gains Q4 2017

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