| 53.67 Net Asset Value | -0.20% 1 Day | +17.00% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 0.28% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +4.70% | 3 years | +18.41% | |
| 3 months | +8.48% | 5 years | +8.01% | |
| 1 year | +30.20% | Since inception | +10.70% |
| VEXMX | Category | |
|---|---|---|
| Performance 5-yr return | +8.01% | +6.81% |
| Expense ratio | 0.28% | 1.27% |
| Risk 5 year sharpe ratio | 0.42 | 0.35 |
| Net assets | $28.5B | $1.4B |
| Average market cap | $2.8B | $6.2B |
| Average P/E | 18.3 | 18.1 |
| Portfolio turnover | 12% | 12% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Donald Butler / 15 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 19.30% |
| Industrial materials | 15.05% |
| Healthcare | 10.69% |
| Consumer goods | 9.73% |
| Consumer service | 8.77% |
| GM General Motors Co | 0.65% |
| LVS Las Vegas Sands Corp | 0.61% |
| DAL Delta Air Lines Inc | 0.43% |
| FB Facebook Inc Class A | 0.43% |
| REGN Regeneron Pharmaceuticals, Inc. | 0.41% |
| LMCA Liberty Media Corporation | 0.38% |
| KSU Kansas City Southern, Inc. | 0.37% |
| LNKD LinkedIn Corp | 0.37% |
| VRTX Vertex Pharmaceuticals | 0.36% |
| LBTYK Liberty Global, Inc. | 0.34% |
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