Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX)

167.53
Net Asset Value
+0.40%
1 Day
+3.88%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.06%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.

Performance

1 month-0.28% 3 years+18.98%
3 months+0.86% 5 years--
1 year+10.41% Since inception+13.76%
Data through --

Peer Comparisonvs. Small blend

 VSCPXCategory
Performance 5-yr return--+15.95%
Expense ratio0.06%1.26%
Risk 5 year sharpe ratio1.130.99
Net assets$56.4B$895.4M
Average market cap$3.0B$2.9B
Average P/E20.120.6
Portfolio turnover10%10%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureMichael Buek / 23 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock98.41%
International stock0.92%
Cash0.64%
Fixed income0.03%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 20.05%
Industrial materials 13.97%
Healthcare 9.93%
Consumer goods 9.77%
Consumer service 9.03%
Top 10 Holdings
Portfolio weighting
WWAV WhiteWave Foods Co0.29%
RAD Rite Aid Corp0.28%
AJG Arthur J. Gallagher & Co.0.27%
GT Goodyear Tire & Rubber Co0.27%
AYI Acuity Brands Inc0.26%
UTHR United Therapeutics Corp0.26%
SPR Spirit AeroSystems Holdings Inc0.26%
SIVB SVB Financial Group0.25%
HCC HCC Insurance Holdings Inc0.25%
TGNA Tegna Inc0.24%