| 40.42 Net Asset Value | -1.37% 1 Day | +13.35% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.04% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | -0.12% | 3 years | +17.35% | |
| 3 months | +4.84% | 5 years | +5.49% | |
| 1 year | +28.50% | Since inception | +6.21% |
| VITSX | Category | |
|---|---|---|
| Performance 5-yr return | +5.49% | +4.80% |
| Expense ratio | 0.04% | 1.18% |
| Risk 5 year sharpe ratio | 0.38 | 0.30 |
| Net assets | $255.1B | $2.7B |
| Average market cap | $32.6B | $57.0B |
| Average P/E | 16.8 | 16.4 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Gerard O'Reilly / 18 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.48% |
| Industrial materials | 12.20% |
| Energy | 11.29% |
| Healthcare | 10.84% |
| Consumer goods | 10.67% |
| AAPL Apple Inc | 2.40% |
| XOM Exxon Mobil Corporation | 2.37% |
| GE General Electric Co | 1.40% |
| CVX Chevron Corp | 1.34% |
| IBM International Business Machines Corp | 1.32% |
| JNJ Johnson & Johnson | 1.30% |
| MSFT Microsoft Corporation | 1.25% |
| PFE Pfizer Inc | 1.22% |
| PG Procter & Gamble Co | 1.21% |
| GOOG Google, Inc. Class A | 1.21% |
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