Vanguard 500 Index Fund Investor Shares (VFINX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the Standard & Poor's 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large 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.


1 month-0.84% 3 years+13.10%
3 months+5.40% 5 years+16.49%
1 year+24.36% Since inception+11.26%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+16.49%+13.39%
Expense ratio0.14%0.90%
Risk 5 year sharpe ratio0.990.88
Net assets$630.7B$8.3B
Average market cap$176.7B$220.9B
Average P/E27.424.9
Portfolio turnover4%4%

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Fund Management and Purchase Info

Fund familyVanguard
Fund manager & tenureDonald Butler / 4 Years
Minimal initial investment$3,000.00
Minimum IRA investment--


U.S. stock99.10%
International stock0.88%
Fixed income0.01%
Top 5 Sectors
Portfolio weighting
Financial service 16.31%
Energy 12.08%
Industrial materials 11.78%
Consumer goods 11.02%
Healthcare 10.72%
Top 10 Holdings
Portfolio weighting
AAPL Apple6.73%
MSFT Microsoft5.60%
AMZN Amazon4.36%
FB Facebook1.98%
TSLA Tesla1.92%
GOOGL Google1.75%
GOOG Google1.70%
BRKB Berkshire Hathaway1.40%
JNJ Johnson & Johnson1.37%
JPM JPMorgan Chase1.25%