Analyze Asset Allocation
What You Can Do
See how your brokerage account is allocated among stocks, bonds, and short-term investments.
Monitor the mix of growth and value stocks or large-, mid-, and small-cap stocks in your account.
Check out your account's industry weightings.
See how your bond-fund investments break down by credit quality and maturity.
View a list of all your account's holdings grouped by asset class.
Try it out
Note: Throughout the tutorial you can click the green icons to learn more about special features.
© 2003 The Vanguard Group, Inc. All rights reserved. Vanguard Marketing Corporation, Distributor.
Demonstration data does not reflect actual investments.