Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

13.34
Net Asset Value
-0.15%
1 Day
+6.98%
Year-to-Date
Overall Morningstar Rating
Inflation-protected bond
Style or Category
No Load
Sales Expenses
0.20%
Expense Ratio
Above 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+0.53% 3 years+3.10%
3 months-0.62% 5 years+2.27%
1 year+8.15% Since inception+5.07%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+2.27%+1.86%
Expense ratio0.20%0.74%
Risk 5 year sharpe ratio0.300.20
Net assets$28.1B$2.5B
Average market cap--$19.7B
Average P/E--23.0
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 income96.81%
Cash3.19%
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
-- 3.62%
-- 3.56%
-- 3.53%
-- 3.52%
-- 3.52%
-- 3.49%
-- 3.44%
-- 3.37%
-- 3.34%
-- 3.19%