Vanguard Inflation-Protected Securities Fund Investor Shares (VIPSX)

14.34
Net Asset Value
+0.14%
1 Day
+8.80%
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+2.14% 3 years+5.37%
3 months+4.15% 5 years+3.98%
1 year+9.96% Since inception+5.25%
Data through --

Peer Comparisonvs. Inflation-protected bond

 VIPSXCategory
Performance 5-yr return+3.98%+3.09%
Expense ratio0.20%0.74%
Risk 5 year sharpe ratio0.700.52
Net assets$30.0B$2.7B
Average market cap--$87.0B
Average P/E--25.5
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 income100.22%
U.S. stock0.00%
International stock0.00%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 9.26%
-- 3.64%
-- 3.61%
-- 3.60%
-- 3.45%
-- 3.42%
-- 3.42%
-- 3.18%
-- 3.17%
-- 3.03%