| 25.73 Net Asset Value | -1.30% 1 Day | +14.51% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 0.24% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -1.19% | 3 years | +17.20% | |
| 3 months | +4.06% | 5 years | +5.66% | |
| 1 year | +29.83% | Since inception | +9.24% |
| VIMSX | Category | |
|---|---|---|
| Performance 5-yr return | +5.66% | +6.81% |
| Expense ratio | 0.24% | 1.26% |
| Risk 5 year sharpe ratio | 0.38 | 0.34 |
| Net assets | $39.3B | $1.5B |
| Average market cap | $8.7B | $6.2B |
| Average P/E | 18.5 | 18.1 |
| Portfolio turnover | 17% | 17% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Donald Butler / 15 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.05% |
| Industrial materials | 14.95% |
| Consumer goods | 10.54% |
| Consumer service | 9.84% |
| Energy | 9.79% |
| HCN Health Care REIT, Inc. | 0.69% |
| M Macy's Inc | 0.64% |
| LNKD LinkedIn Corp | 0.61% |
| MAT Mattel, Inc. | 0.59% |
| SHW Sherwin-Williams Company | 0.58% |
| CAG ConAgra Foods, Inc. | 0.58% |
| CERN Cerner Corporation | 0.57% |
| AVB AvalonBay Communities Inc | 0.56% |
| COG Cabot Oil & Gas Corporation Class A | 0.55% |
| DAL Delta Air Lines Inc | 0.55% |
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