VSMGX yields 5.30% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, VSMGX + EQR cover 0 of 12 months — good coverage
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The LifeStrategy Funds are a series of broadly diversified, low-cost funds with an all-index, fixed allocation approach that may provide a complete portfolio in a single fund. The four funds, each with a different allocation, target various risk-based objectives. The Moderate Growth Fund seeks to provide capital appreciation and a low to moderate level of current income. The fund holds 60% of its assets in stocks, a portion of which is allocated to international stocks, and 40% in bonds, a portion of which is allocated to international bonds. Investors with a long-term time horizon who can accept stock market volatility may wish to consider this fund.Please note: The Lifestrategy funds are subject to the risks of their underlying funds.Effective May 12, 2026, the fund’s name will change from the Vanguard LifeStrategy Moderate Growth Fund to the Vanguard LifeStrategy 60/40 Fund. The fund's investment objective, strategies, and policies will remain unchanged.
Full VSMGX Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.