Vanguard Mid-Cap Index Fund Investor Shares (VIMSX)
| 47.99 Net Asset Value | +0.73% 1 Day | +27.26% 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™ |
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks.
The fund employs an indexing investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Performance
| 1 month | +1.90% | 3 years | +10.42% | |
| 3 months | +3.56% | 5 years | +8.98% | |
| 1 year | +20.59% | Since inception | +9.80% |
Data through --
Peer Comparisonvs. Mid-cap blend
| VIMSX | Category | |
|---|---|---|
| Performance 5-yr return | +8.98% | +6.61% |
| Expense ratio | 0.17% | 1.06% |
| Risk 5 year sharpe ratio | 0.63 | 0.47 |
| Net assets | $109.9B | $2.2B |
| Average market cap | $16.0B | $8.2B |
| Average P/E | 21.3 | 19.6 |
| Portfolio turnover | 16% | 16% |
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Fund Management and Purchase Info
| Fund family | Vanguard |
| Fund manager & tenure | Donald Butler / 21 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
Holdings
| U.S. stock | 97.34% |
| International stock | 1.79% |
| Cash | 0.87% |
| Fixed income | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Financial service | 17.05% |
| Industrial materials | 14.95% |
| Consumer goods | 10.54% |
| Consumer service | 9.84% |
| Energy | 9.79% |
Top 10 HoldingsPortfolio weighting
| AMD Advanced Micro Devices Inc | 0.87% |
| NEM Newmont Goldcorp Corp | 0.77% |
| APH Amphenol Corp | 0.70% |
| WEC WEC Energy Group Inc | 0.70% |
| OKE ONEOK Inc | 0.68% |
| MSI Motorola | 0.65% |
| SBAC SBA Communications Corp | 0.64% |
| ES Eversource Energy | 0.64% |
| KLAC KLA Corp | 0.63% |
| INFO IHS Markit Ltd | 0.63% |
