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VALIC Company I Moderate Gr Lifestyle (VLSMX)

13.74
+0.02
+(0.15%)
At close: 8:02:19 PM EDT
Loading Chart for VLSMX
  • Previous Close 13.72
  • YTD Return 0.24%
  • Expense Ratio 0.58%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 984.5M
  • Beta (5Y Monthly) 0.96
  • Yield 2.26%
  • 5y Average Return --
  • Holdings Turnover 27.00%
  • Last Dividend 0.32
  • Inception Date Sep 21, 1998

As a fund-of-funds, the fund's principal investment strategy is to allocate assets among a combination of mutual funds (“underlying funds”) that, in turn, invest directly in a wide range of portfolio securities. It invests its assets in underlying funds that invest in securities that seek growth of capital, such as stocks, and securities that generate current income, such as bonds and U.S. government-issued securities.

VALIC

Fund Family

Allocation--50% to 70% Equity

Fund Category

984.5M

Net Assets

1998-09-21

Inception Date

Performance Overview: VLSMX

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Trailing returns as of 4/15/2025. Category is Allocation--50% to 70% Equity.

YTD Return

VLSMX
0.24%
Category
9.69%
 

1-Year Return

VLSMX
5.61%
Category
27.06%
 

3-Year Return

VLSMX
4.63%
Category
11.00%
 

5-Year Return

VLSMX
10.38%
Category
10.26%
 

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Holdings: VLSMX

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Sector Weightings

SectorVLSMX
Technology   24.31%
Healthcare   11.63%
Industrials   10.75%
Energy   3.41%
Real Estate   2.71%
Utilities   2.21%

Recent News: VLSMX

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Research Reports: VLSMX

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