| 250.02 Net Asset Value | -0.73% 1 Day | +1.30% 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 | -2.22% | 3 years | +12.25% | |
| 3 months | -4.43% | 5 years | +10.67% | |
| 1 year | +6.66% | Since inception | +10.96% |
| VFINX | Category | |
|---|---|---|
| Performance 5-yr return | +10.67% | +11.93% |
| Expense ratio | 0.14% | 0.96% |
| Risk 5 year sharpe ratio | 1.05 | 0.87 |
| Net assets | $431.5B | $5.9B |
| Average market cap | $109.5B | $162.7B |
| Average P/E | 21.0 | 20.2 |
| Portfolio turnover | 3% | 3% |
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 | 99.02% |
| Cash | 0.54% |
| International stock | 0.43% |
| 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% |
| AAPL Apple | 4.19% |
| MSFT Microsoft | 3.55% |
| AMZN Amazon | 3.32% |
| BRKB Berkshire Hathaway | 1.62% |
| FB Facebook | 1.60% |
| JPM JPMorgan Chase | 1.53% |
| JNJ Johnson & Johnson | 1.50% |
| GOOG Google | 1.49% |
| GOOGL Google | 1.46% |
| XOM Exxon Mobil | 1.46% |
