Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)

42.63
Net Asset Value
-0.51%
1 Day
+0.95%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.18%
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-1.43% 3 years+8.67%
3 months+5.15% 5 years+13.31%
1 year+14.25% Since inception+10.17%
Data through --

Peer Comparisonvs. Mid-cap blend

 VIMSXCategory
Performance 5-yr return+13.31%+13.28%
Expense ratio0.18%1.10%
Risk 5 year sharpe ratio1.341.11
Net assets$99.2B$2.3B
Average market cap$14.8B$8.3B
Average P/E24.222.8
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 19 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

U.S. stock98.74%
International stock0.83%
Cash0.43%
Fixed income0.00%
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
FISV Fiserv Inc0.73%
ROP Roper Technologies Inc0.71%
APH Amphenol Corp0.70%
FCX Freeport-McMoRan Inc0.66%
EW Edwards Lifesciences Corp0.66%
WDC Western Digital Corp0.65%
MCO Moody's Corp0.65%
DLTR Dollar Tree Inc0.64%
MTB M&T Bank0.64%
NOW ServiceNow Inc0.64%