Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.40
Net Asset Value
+0.53%
1 Day
+1.67%
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-0.37% 3 years+0.17%
3 months+0.82% 5 years+4.23%
1 year+3.02% Since inception+6.21%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+4.23%+3.19%
Expense ratio0.20%0.82%
Risk 5 year sharpe ratio0.800.68
Net assets$25.6B$1.6B
Average market cap--$12.4B
Average P/E--42.2
Portfolio turnover44%44%

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Fund Management and Purchase Info

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

Holdings

Fixed income97.36%
Cash2.64%
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
-- 5.44%
-- 4.85%
-- 4.49%
-- 4.42%
-- 4.37%
-- 4.36%
-- 4.30%
-- 4.23%
-- 4.17%
-- 3.99%

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