Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.59
Net Asset Value
+0.82%
1 Day
+3.11%
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+3.58% 3 years+0.79%
3 months+2.48% 5 years+4.28%
1 year+5.03% Since inception+6.03%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+4.28%+3.19%
Expense ratio0.20%0.80%
Risk 5 year sharpe ratio0.760.64
Net assets$24.8B$1.5B
Average market cap--$12.1B
Average P/E--38.4
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--

Holdings

Fixed income99.49%
Cash0.51%
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
-- US Treasury TIP5.65%
-- US Treasury TIP5.00%
-- US TREASURY TIP4.70%
-- US Treasury TIP4.66%
-- US TREASURY TIP4.55%
-- US Treasury TIP4.52%
-- US Treasury TIP4.41%
-- US Treasury TIP 0.125%4.28%
-- US Treasury TIP4.05%
-- US Treasury TIP 1.125%3.92%

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