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

10.23
Net Asset Value
0.00%
1 Day
-1.45%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
0.05%
Expense Ratio
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-0.23% 3 years+0.49%
3 months-0.50% 5 years+0.77%
1 year-0.46% Since inception+1.10%
Data through --

Peer Comparisonvs. Short-term bond

 VBITXCategory
Performance 5-yr return+0.77%+1.00%
Expense ratio0.05%0.76%
Risk 5 year sharpe ratio0.390.47
Net assets$50.2B$2.3B
Average market cap--$31.5B
Average P/E--17.4
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 income98.88%
Cash1.11%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.94%
-- 1.90%
-- 1.77%
-- 1.24%
-- 1.23%
-- 1.22%
-- 1.22%
-- 1.21%
-- 1.20%
-- 1.19%