Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.20
Net Asset Value
+0.23%
1 Day
+0.15%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.20%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide inflation protection and income consistent with investment in inflation-indexed securities. The fund invests at least 80% of its assets in inflation-indexed bonds issued by the U.S. government, its agencies and instrumentalities, and corporations. It may invest in bonds of any maturity; however, its dollar-weighted average maturity is expected to be in the range of 7 to 20 years. At a minimum, all bonds purchased by the fund will be rated investment-grade or, if unrated, will be considered by the advisor to be investment-grade.

Performance

1 month+0.84% 3 years-1.30%
3 months-2.29% 5 years+3.33%
1 year-2.25% Since inception+5.82%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+3.33%+2.41%
Expense ratio0.20%0.80%
Risk 5 year sharpe ratio0.590.51
Net assets$24.9B$1.6B
Average market cap--$11.1B
Average P/E--32.3
Portfolio turnover39%39%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGemma Wright-Casparius / 3 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

Fixed income99.98%
Cash0.02%
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
-- 5.97%
-- 5.41%
-- 5.31%
-- 4.35%
-- 4.28%
-- 4.27%
-- 4.26%
-- 4.20%
-- 4.15%
-- 3.98%

To view my watchlist

Not a member yet?

Sign up now for a free account

Partner Financial Offers