Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)

44.03
Net Asset Value
-0.47%
1 Day
+4.26%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.17%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index- a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all- or substantially all- of its assets in the stocks that make up the index- holding each stock in approximately the same proportion as its weighting in the index.

Performance

1 month+2.84% 3 years+8.92%
3 months+1.81% 5 years+12.20%
1 year+14.25% Since inception+9.84%
Data through --

Peer Comparisonvs. Mid-cap blend

 VIMSXCategory
Performance 5-yr return+12.20%+10.43%
Expense ratio0.17%1.06%
Risk 5 year sharpe ratio1.080.90
Net assets$96.7B$2.2B
Average market cap$14.6B$8.5B
Average P/E20.617.9
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 20 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock98.01%
International stock1.28%
Cash0.70%
Fixed income0.01%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 17.05%
Industrial materials 14.95%
Consumer goods 10.54%
Consumer service 9.84%
Energy 9.79%
Top 10 Holdings
Portfolio weighting
NOW ServiceNow Inc0.76%
FISV Fiserv Inc0.75%
EW Edwards Lifesciences Corp0.71%
RHT Red Hat Inc0.71%
ADSK Autodesk Inc0.70%
ROP Roper Technologies Inc0.70%
OKE ONEOK Inc0.69%
MCO Moody's Corp0.69%
APH Amphenol Corp0.66%
ALGN Align Technology Inc0.63%