Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

12.94
Net Asset Value
+0.15%
1 Day
+3.77%
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+0.86% 3 years+1.77%
3 months+1.97% 5 years+1.29%
1 year+3.84% Since inception+5.01%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+1.29%+1.43%
Expense ratio0.20%0.75%
Risk 5 year sharpe ratio0.210.11
Net assets$27.3B$2.1B
Average market cap--$17.8B
Average P/E--21.6
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureGemma Wright-Casparius / 7 Years
Minimal initial investment$3,000.00
Minimum IRA investment--

Holdings

Fixed income99.98%
Cash0.02%
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
-- 3.81%
-- 3.73%
-- 3.72%
-- 3.70%
-- 3.70%
-- 3.67%
-- 3.64%
-- 3.61%
-- 3.61%
-- 3.60%