| 261.72 Net Asset Value | +0.50% 1 Day | +13.08% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.14% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.88% | 3 years | +14.01% | |
| 3 months | +9.10% | 5 years | +11.03% | |
| 1 year | +4.65% | Since inception | +10.96% |
| VFINX | Category | |
|---|---|---|
| Performance 5-yr return | +11.03% | +6.65% |
| Expense ratio | 0.14% | 0.97% |
| Risk 5 year sharpe ratio | 0.88 | 0.73 |
| Net assets | $448.6B | $6.1B |
| Average market cap | $99.3B | $174.7B |
| Average P/E | 18.4 | 20.2 |
| Portfolio turnover | 4% | 4% |
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 / 2 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| U.S. stock | 98.59% |
| International stock | 0.82% |
| Cash | 0.58% |
| Fixed income | 0.01% |
| Other | 0.00% |
| Financial service | 16.31% |
| Energy | 12.08% |
| Industrial materials | 11.78% |
| Consumer goods | 11.02% |
| Healthcare | 10.72% |
| MSFT Microsoft | 3.53% |
| AAPL Apple | 3.29% |
| AMZN Amazon | 3.09% |
| FB Facebook | 1.75% |
| BRKB Berkshire Hathaway | 1.69% |
| JNJ Johnson & Johnson | 1.56% |
| JPM JPMorgan Chase | 1.51% |
| GOOG Google | 1.50% |
| GOOGL Google | 1.47% |
| XOM Exxon Mobil | 1.36% |
