Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.21
Net Asset Value
-0.23%
1 Day
+5.93%
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+0.34% 3 years+2.01%
3 months+0.72% 5 years+1.89%
1 year+8.02% Since inception+5.12%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+1.89%+1.86%
Expense ratio0.20%0.75%
Risk 5 year sharpe ratio0.370.23
Net assets$28.3B$2.4B
Average market cap--$19.4B
Average P/E--23.3
Portfolio turnover27%27%

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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 income98.65%
Cash1.35%
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
-- 3.90%
-- 3.61%
-- 3.60%
-- 3.59%
-- 3.55%
-- 3.50%
-- 3.50%
-- 3.48%
-- 3.41%
-- 3.20%