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

222.49
Net Asset Value
+0.66%
1 Day
+8.90%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.03%
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+4.20% 3 years+10.63%
3 months+7.26% 5 years+13.56%
1 year+20.70% Since inception+12.48%
Data through --

Peer Comparisonvs. Small blend

 VSCPXCategory
Performance 5-yr return+13.56%+10.29%
Expense ratio0.03%1.18%
Risk 5 year sharpe ratio0.960.81
Net assets$89.7B$1.1B
Average market cap$4.1B$3.1B
Average P/E19.220.9
Portfolio turnover15%15%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGerard O’Reilly / 2 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.91%
Cash1.60%
International stock0.46%
Fixed income0.02%
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
TRU TransUnion0.34%
CDW CDW Corp0.33%
CPRT Copart Inc0.31%
STLD Steel Dynamics Inc0.30%
KEYS Keysight Technologies Inc0.30%
ODFL Old Dominion Freight Line Inc0.29%
ON ON Semiconductor Corp0.29%
IEX IDEX Corp0.28%
NRG NRG Energy Inc0.28%
GDDY GoDaddy Inc0.27%