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Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)

41.32
Net Asset Value
+0.46%
1 Day
+15.03%
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+0.73% 3 years+8.49%
3 months+7.55% 5 years+15.25%
1 year+16.82% Since inception+9.84%
Data through --

Peer Comparisonvs. Mid-cap blend

 VIMSXCategory
Performance 5-yr return+15.25%+12.86%
Expense ratio0.18%1.11%
Risk 5 year sharpe ratio1.361.16
Net assets$90.7B$2.2B
Average market cap$13.7B$7.7B
Average P/E22.522.6
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. stock98.94%
International stock0.69%
Cash0.35%
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
LRCX Lam Research Corp0.92%
ADSK Autodesk Inc0.75%
FISV Fiserv Inc0.74%
APH Amphenol Corp0.72%
ROP Roper Technologies Inc0.71%
WDC Western Digital Corp0.70%
DLR Digital Realty Trust Inc0.66%
BCR C R Bard Inc0.64%
MCO Moody's Corp0.63%
MTB M&T Bank0.62%