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

201.11
Net Asset Value
-0.02%
1 Day
+12.81%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.04%
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+1.26% 3 years+9.53%
3 months+9.66% 5 years+15.29%
1 year+15.76% Since inception+12.20%
Data through --

Peer Comparisonvs. Small blend

 VSCPXCategory
Performance 5-yr return+15.29%+12.83%
Expense ratio0.04%1.20%
Risk 5 year sharpe ratio1.171.00
Net assets$81.0B$1.0B
Average market cap$3.8B$3.2B
Average P/E20.421.1
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGerard O’Reilly / 1 Years
Minimal initial investment$100,000,000.00
Minimum IRA investment--

Holdings

U.S. stock97.31%
Cash2.04%
International stock0.61%
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
TTWO Take-Two Interactive Software Inc0.33%
CDW CDW Corp0.31%
TFX Teleflex Inc0.30%
CSGP CoStar Group Inc0.30%
FANG Diamondback Energy Inc0.30%
CC Chemours Co0.30%
CGNX Cognex Corp0.29%
ALNY Alnylam Pharmaceuticals Inc0.28%
BR Broadridge Financial Solutions Inc0.28%
IEX IDEX Corp0.28%