Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

14.02
Net Asset Value
+0.36%
1 Day
+6.37%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.20%
Expense Ratio
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+1.52% 3 years+4.89%
3 months+2.94% 5 years+3.65%
1 year+8.55% Since inception+5.21%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+3.65%+1.91%
Expense ratio0.20%0.74%
Risk 5 year sharpe ratio0.580.41
Net assets$29.6B$2.6B
Average market cap--$89.2B
Average P/E--25.4
Portfolio turnover26%26%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGemma Wright-Casparius / 8 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income98.95%
Cash1.05%
U.S. stock0.00%
International stock0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 3.50%
-- 3.49%
-- 3.45%
-- 3.42%
-- 3.42%
-- 3.42%
-- 3.37%
-- 3.27%
-- 3.08%
-- 2.98%