Vanguard 500 Index;Inv (VFINX.O)

At A Glance

You hold VFINX.O in 0 portfolios

Net Asset Value

185.41USD

 0.24 +0.13%

09/17/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 9.76%
Classification
S&P 500 Index
5 Year Return (Annualized)
 16.71%
Manager Benchmark
Lipper S&P 500 Fund IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 VFINX

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyVANGUARD INDEX FDS
Inception Date08/31/1976
Portfolio Turnover3%
Dividend Yield--
Fund ManagerMichael H. Buek
Manager Tenure2001
Vanguard Group Inc
100 Vanguard Boulevard
Malvern, PA 19355

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.17%
Max 12b-1 Fee Ratio0.0x
Early Redemption Fee--
Initial Investment$3,000
Subsequent Investments$100
Initial IRA Investments$3,000
Subsequent IRA Investments$100

Investment Strategy

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
125
Consistent Return
 
125
Capital Preservation
 
10831
Low Expense
 
39
Tax Efficiency (U.S. only)
 
125

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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