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

10.51
Net Asset Value
+0.19%
1 Day
+0.29%
Year-to-Date
Overall Morningstar Rating
Short-term bond
Style or Category
No Load
Sales Expenses
0.07%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a market-weighted bond index with a short-term dollar-weighted average maturity. The fund employs an indexing investment approach designed to track the performance of the Barclays U.S. 1-5 Year Government/Credit Float Adjusted Index. This 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 the fund's investments will be selected through the sampling process, and at least 80% of the fund's assets will be invested in bonds held in the index.

Performance

1 month+0.11% 3 years+1.12%
3 months-0.06% 5 years--
1 year+1.44% Since inception+1.40%
Data through --

Peer Comparisonvs. Short-term bond

 VBITXCategory
Performance 5-yr return--+2.17%
Expense ratio0.07%0.86%
Risk 5 year sharpe ratio1.381.40
Net assets$39.9B$2.1B
Average market cap--$70.2B
Average P/E--19.1
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureJoshua Barrickman / 2 Years
Minimal initial investment$5,000,000.00
Minimum IRA investment--

Holdings

Fixed income96.76%
Cash3.19%
Other0.04%
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
-- 1.87%
-- 1.83%
-- 1.34%
-- 1.32%
-- 1.23%
-- 1.21%
-- 1.20%
-- 1.19%
-- 1.17%
-- 1.15%

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