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Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.06
Net Asset Value
-0.23%
1 Day
+1.71%
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+1.40% 3 years-1.57%
3 months+1.76% 5 years+3.04%
1 year-0.75% Since inception+5.58%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+3.04%+1.55%
Expense ratio0.20%0.78%
Risk 5 year sharpe ratio0.530.38
Net assets$23.0B$1.5B
Average market cap--$18.9B
Average P/E--28.0
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGemma Wright-Casparius / 4 Years
Minimal initial investment$3,000.00
Minimum IRA investment$3,000.00

Holdings

Fixed income100.00%
U.S. stock0.00%
International stock0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 5.24%
-- 5.21%
-- 5.15%
-- 5.11%
-- 4.55%
-- 4.19%
-- 4.18%
-- 4.16%
-- 4.13%
-- 4.05%

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