|
|
| 167.05 Net Asset Value | +1.13% 1 Day | +27.16% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.17% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +2.16% | 3 years | +16.16% | |
| 3 months | +9.59% | 5 years | +17.99% | |
| 1 year | +30.22% | Since inception | +10.99% |
| VFINX | Category | |
|---|---|---|
| Performance 5-yr return | +17.99% | +9.29% |
| Expense ratio | 0.17% | 1.16% |
| Risk 5 year sharpe ratio | 1.10 | 1.05 |
| Net assets | $155.3B | $3.1B |
| Average market cap | $63.0B | $91.0B |
| Average P/E | 17.1 | 16.7 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Michael Buek / 21 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | $3,000.00 |
| U.S. stock | 97.62% |
| International stock | 1.75% |
| Cash | 0.63% |
| Fixed income | 0.00% |
| Other | 0.00% |
| Financial service | 16.31% |
| Energy | 12.08% |
| Industrial materials | 11.78% |
| Consumer goods | 11.02% |
| Healthcare | 10.72% |
| AAPL Apple Inc | 3.02% |
| XOM Exxon Mobil Corporation | 2.51% |
| GOOG Google, Inc. Class A | 1.83% |
| MSFT Microsoft Corporation | 1.70% |
| GE General Electric Co | 1.69% |
| JNJ Johnson & Johnson | 1.66% |
| CVX Chevron Corp | 1.47% |
| PG Procter & Gamble Co | 1.41% |
| WFC Wells Fargo & Co | 1.31% |
| PFE Pfizer Inc | 1.29% |
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