
56.27 Net Asset Value | -2.61% 1 Day | -0.44% Year-to-Date | Overall Morningstar Rating |
Mid-cap blend Style or Category | No Load Sales Expenses | 0.17% Expense Ratio | Below Average Morningstar Risk Rating™ |
1 month | +2.23% | 3 years | +10.50% | |
3 months | +16.14% | 5 years | +15.75% | |
1 year | +18.06% | Since inception | +10.23% |
VIMSX | Category | |
---|---|---|
Performance 5-yr return | +15.75% | +11.08% |
Expense ratio | 0.17% | 1.03% |
Risk 5 year sharpe ratio | 0.72 | 0.60 |
Net assets | $132.9B | $2.5B |
Average market cap | $22.8B | $11.3B |
Average P/E | 27.4 | 25.0 |
Portfolio turnover | 15% | 15% |
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Fund family | Vanguard |
Fund manager & tenure | Donald Butler / 22 Years |
Minimal initial investment | $3,000.00 |
Minimum IRA investment | -- |
U.S. stock | 97.98% |
International stock | 2.01% |
Fixed income | 0.00% |
Cash | 0.00% |
Other | 0.00% |
Financial service | 17.05% |
Industrial materials | 14.95% |
Consumer goods | 10.54% |
Consumer service | 9.84% |
Energy | 9.79% |
TWTR Twitter | 0.74% |
IDXX IDEXX Laboratories Inc | 0.73% |
KLAC KLA Corp | 0.68% |
SNPS Synopsys Inc | 0.67% |
APH Amphenol Corp | 0.67% |
DOCU DocuSign Inc | 0.67% |
DLR Digital Realty Trust Inc | 0.67% |
CMG Chipotle | 0.66% |
CDNS Cadence Design Systems Inc | 0.65% |
ALGN Align Technology Inc | 0.65% |