Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)

42.28
Net Asset Value
+0.69%
1 Day
+0.12%
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+1.60% 3 years+7.15%
3 months-5.23% 5 years+11.81%
1 year+10.16% Since inception+9.84%
Data through --

Peer Comparisonvs. Mid-cap blend

 VIMSXCategory
Performance 5-yr return+11.81%+10.43%
Expense ratio0.18%1.09%
Risk 5 year sharpe ratio1.120.92
Net assets$95.1B$2.2B
Average market cap$14.4B$8.1B
Average P/E20.817.5
Portfolio turnover14%14%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock98.54%
International stock1.06%
Cash0.40%
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 Inc0.75%
EW Edwards Lifesciences Corp0.74%
ROP Roper Technologies Inc0.73%
NOW ServiceNow Inc0.72%
ADSK Autodesk Inc0.70%
WDC Western Digital Corp0.69%
RHT Red Hat Inc0.67%
APH Amphenol Corp0.66%
MCO Moody's Corp0.66%
MTB M&T Bank0.63%