Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX)

10.23
Net Asset Value
-0.10%
1 Day
-1.45%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
0.05%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. Bloomberg Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index includes all medium and larger issues of U.S. government- investment-grade corporate- and investment-grade international dollar-denominated bonds that have maturities between 1 and 5 years and are publicly issued. All of its investments will be selected through the sampling process- and at least 80% of its assets will be invested in bonds held in the index.

Performance

1 month+0.27% 3 years+0.69%
3 months+0.30% 5 years+1.01%
1 year-0.51% Since inception+1.09%
Data through --

Peer Comparisonvs. Short-term bond

 VBITXCategory
Performance 5-yr return+1.01%+1.00%
Expense ratio0.05%0.75%
Risk 5 year sharpe ratio0.390.50
Net assets$49.9B$2.3B
Average market cap--$39.3B
Average P/E--16.2
Portfolio turnover50%50%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 5 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

Fixed income99.37%
Cash0.58%
Other0.05%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.84%
-- 1.82%
-- 1.74%
-- 1.25%
-- 1.25%
-- 1.24%
-- 1.23%
-- 1.23%
-- 1.22%
-- 1.22%