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Vanguard Extended Market Index Fund Investor Shares (VEXMX)

69.27
Net Asset Value
+0.90%
1 Day
+8.90%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.22%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track a benchmark index that measures the investment return of small- and mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of S&P Completion Index, a broadly diversified index of stocks of small and mid-size U.S. companies. It invests by sampling the index, meaning that it holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics. These characteristics include industry weightings and market capitalization, as well as certain financial measures, such as price/earnings ratio and dividend yield.

Performance

1 month+0.89% 3 years+7.34%
3 months+7.23% 5 years+16.17%
1 year+13.29% Since inception+10.62%
Data through --

Peer Comparisonvs. Mid-cap blend

 VEXMXCategory
Performance 5-yr return+16.17%+8.26%
Expense ratio0.22%1.15%
Risk 5 year sharpe ratio0.910.89
Net assets$44.7B$1.7B
Average market cap$3.5B$6.9B
Average P/E21.018.5
Portfolio turnover6%6%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 18 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock96.71%
International stock1.81%
Cash1.38%
Fixed income0.10%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 19.30%
Industrial materials 15.05%
Healthcare 10.69%
Consumer goods 9.73%
Consumer service 8.77%
Top 10 Holdings
Portfolio weighting
CHTR Charter Communications Inc1.34%
TSLA Tesla0.57%
LBTYK Liberty Global PLC0.56%
LNKD LinkedIn0.55%
LVS Las Vegas Sands Corp0.44%
BMRN Biomarin Pharmaceutical Inc0.39%
SBAC SBA Communications Corp0.34%
INCY Incyte Corp0.33%
-- 0.32%
MKL Markel Corp0.31%