Vanguard 529 Index Fund Portfolio Performance for August 2012
Posted on | September 25, 2012 | No Comments
Here is the performance of our Vanguard 529 portfolio for the month of August-2012.
Been watching the asset allocation the last couple months. The three equity funds have been increasing at about the same rate, so overall allocation has not changed too much. Interesting point, back in June when we got the 1st signal to re-balance, that marked the low in the International Fund.
The allocation on 31-August-2012 is as follows:
| 31-Aug-12 | |
|
Vanguard Total International Stock Index Portfolio
|
36.05% |
|
Vanguard Total Bond Market Index Portfolio
|
14.86% |
|
Vanguard High Yield Bond Portfolio
|
16.16% |
|
Vanguard Small-Cap Index Portfolio
|
16.48% |
|
Vanguard Total Stock Market Portfolio
|
16.44% |
| Subtotal | 99.99% |
Below is the performance of the funds last month (July 31 – Aug. 31). The portfolio as a whole was up +2.08%.
|
+2.69% |
|
+2.50% |
|
+3.47% |
|
+0.00% |
|
+0.85% |
Here is the performance of our two benchmarks for the month of August 2012.
- Growth Fund of America (CGFAX): +3.13% (without fees)
- Oppenheimer Blended Age-Based 0–6 Years Portfolio: +2.40%
Check out the performance page; our Vanguard portfolio and the Oppenheimer Blended Age-Based are tied, with Oppenheimer ahead by a couple dollars. Here is a link to the performance page.
Tags: 529 Performance • CGFAX • Index Fund • Oppenheimer • Vanguard
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