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Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.46
Net Asset Value
-0.15%
1 Day
+4.83%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.20%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. The fund invests at least 80% of its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations. It may invest in bonds of any maturity; however, its dollar-weighted average maturity is expected to be in the range of 7 to 20 years. At a minimum, all bonds purchased by the fund will be rated investment-grade or, if unrated, will be considered by the advisor to be investment-grade.

Performance

1 month-1.75% 3 years+2.13%
3 months-2.11% 5 years+0.83%
1 year+4.32% Since inception+5.48%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+0.83%+1.19%
Expense ratio0.20%0.75%
Risk 5 year sharpe ratio0.160.10
Net assets$25.2B$1.7B
Average market cap--$11.7B
Average P/E--25.1
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGemma Wright-Casparius / 5 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income99.77%
Cash0.23%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 5.58%
-- 5.46%
-- 4.74%
-- 4.17%
-- 4.00%
-- 3.95%
-- 3.91%
-- 3.90%
-- 3.89%
-- 3.88%