Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)

35.10
Net Asset Value
-0.34%
1 Day
+4.09%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.24%
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 U.S. Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. It 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+4.60% 3 years+18.33%
3 months+4.66% 5 years+17.63%
1 year+15.39% Since inception+9.92%
Data through --

Peer Comparisonvs. Mid-cap blend

 VIMSXCategory
Performance 5-yr return+17.63%+14.77%
Expense ratio0.24%1.23%
Risk 5 year sharpe ratio1.140.97
Net assets$59.0B$1.6B
Average market cap$11.0B$7.0B
Average P/E21.319.5
Portfolio turnover32%32%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 16 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

U.S. stock97.47%
International stock2.06%
Cash0.47%
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
HCN Health Care REIT Inc0.83%
UAL United Continental Holdings0.79%
AVB AvalonBay Communities0.70%
SHW Sherwin-Williams Co0.68%
CMG Chipotle0.68%
LB L Brands Inc0.65%
CERN Cerner Corp0.63%
DLPH Delphi Automotive PLC0.63%
MYL Mylan Inc0.61%
ABC AmerisourceBergen Corp0.61%

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