Vanguard 529 Index Fund Portfolio Performance for September 2012
Posted on | November 25, 2012 | No Comments
Here is the performance of our Vanguard 529 portfolio for the month of September 2012.
I know I have been delinquent in providing updates here on the blog. I have been watching the asset allocation closely to see if a rebalance is required. For the month of September, the international fund has continued to correct itself, moving farther from our rebalance threshold of 5% from target.
The allocation on 28-Sept-2012 is as follows:
| 28-Sept-12 | |
|
Vanguard Total International Stock Index Portfolio
|
36.53% |
|
Vanguard Total Bond Market Index Portfolio
|
14.54% |
|
Vanguard High Yield Bond Portfolio
|
15.95% |
|
Vanguard Small-Cap Index Portfolio
|
16.52% |
|
Vanguard Total Stock Market Portfolio
|
16.45% |
| Total | 99.99% |
Below is the performance of the funds last month (Aug. 31 – Sept. 28). The portfolio as a whole was up +2.37%. Another great month after August.
|
+3.61% |
|
+2.54% |
|
+2.71% |
|
+0.13% |
|
+1.14% |
Here is the performance of our two benchmarks for the month of September 2012.
- Growth Fund of America (CGFAX): +3.22% (without fees)
- Oppenheimer Blended Age-Based 0–6 Years Portfolio: +2.13%
Check out the performance page; our Vanguard portfolio and the Oppenheimer Blended Age-Based portfolio are tied, with Oppenheimer ahead by a couple dollars. Here is a link to the performance page.
Tags: 529 • 529 Performance • Index Fund • Oppenheimer • Vanguard
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