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Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

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Graph of Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) ManagerFund Manager - Gregory S. Nassour

Fund Manager Information

Fund Manager Tenure: 10.2 years
Similar Funds: VFIDX 
Fund Family: Vanguard
Fund Category: Corporate Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Nassour is a principal of Vanguard. He has been with Vanguard since 1992 and has worked in investment management since 1994. Nassour holds the Charted Financial Analyst designation.  Get more insights on Gregory S. Nassour

 

Graph of Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) ProfileVanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Profile

Fund Profile and Description

Vanguard Interm-Term Invmt-Grade Inv Fund seeks to provide a moderate and sustainable level of current income. Vanguard Interm-Term Invmt-Grade Inv Fund invests in a variety of high-quality and, to a lesser extent, medium-quality fixed income securities, at least 80% of which will be short- and intermediate-term investment-grade securities. High-quality fixed income securities are those rated the equivalent of A3 or better by Moody‘s, or another independent rating agency; medium-quality fixed income securities are those rated the equivalent of Baa1, Baa2, or Baa3 by Moody‘s or another independent rating agency. Vanguard Interm-Term Invmt-Grade Inv Fund is expected to maintain a dollar-weighted average maturity of 5 to 10 years.

 

Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund Strength What we like about Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

Data for Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) as of May 30, 2016

  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) management has been with Vanguard Interm-Term Invmt-Grade Inv Fund for 10.2 years
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has good short-term performance (1-year return 3.83% vs 2.33% Corporate Bond category median performance)
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has good mid-term performance (3-year return 3.45% vs 3.05% Corporate Bond category median performance)
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) ratio of up-years vs down years is greater than 2
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) is less volatile than its peers as it has a 3-year Standard Deviation of 3.4, lower than category average of 4.51
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has a lower expense ratio than its Corporate Bond average: 0.20% vs 0.87%
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Weakness What we are cautious about Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

Data for Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) as of May 30, 2016

  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has a less-than-ideal Long-term performance (5-year return 4.44% vs 4.51% Corporate Bond category median performance)
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) is less safe compared to its Corporate Bond peers
  • Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) has an annual stock turnover rate of 70.00% that is higher than the Corporate Bond average of 62.08%. This could mean Vanguard Interm-Term Invmt-Grade Inv is more nimble, but also signal potential high tax impact and high trading fees
See Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)Compare with other top Corporate Bond category mutual funds

Aadditional top Corporate Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Interm-Term Invmt-Grade Inv4.143.833.454.44
Morgan Stanley Inst Corporate Bond A (MIGAX)10.687.415.145.83Compare
Western Asset Corporate Bond I (SIGYX)5.282.914.655.54Compare
Payden Corporate Bond (PYACX)4.674.134.705.49Compare

See top fund managers for Corporate Bond Category Funds

 

Compare Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)Compare with Corporate Bond category ETFs

Some Corporate Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Long-Term Corporate Bond ETF (VCLT)9.19%6.65%5.84%
iShares 10+ Year Credit Bond (CLY)9.16%5.38%5.02%
PIMCO Investment Grade Corporate Bd ETF (CORP)6.10%4.37%4.08%
Vanguard Intermediate-Term Corp Bd ETF (VCIT)5.00%4.25%4.10%
FlexShares Credit-Scored US Corp Bd ETF (SKOR)3.56%3.30%NaN

 

Graph of Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Net Asset TrackingVanguard Interm-Term Invmt-Grade Inv (VFICX) Fund Net Asset

Track net asset change of Vanguard Interm-Term Invmt-Grade Inv fund (VFICX)

DateNet Asset
05/2016$25.74B
03/2016$24.73B
02/2016$22.69B
More historic net asset information on Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)

  

Graph of Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Portfolio TrackingVanguard Interm-Term Invmt-Grade Inv (VFICX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Interm-Term Invmt-Grade Inv fund (VFICX)

DateCashStockBondOther
03/20160.57%0%99.07%0.21%
12/20152.49%0%97.22%0.14%
09/20150.59%0%99.31%0.07%
Click here to see more historic asset allocation information on Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)

 

graph of Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Top 10 Position TrackingTop 10 Holdings in Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

Discover what Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) manager is buying

Mar 30, 2016
US Treasury Note [1.4%]
US Treasury Note 1.25% [1.01%]
US Treasury Note 0.75% [1%]
US Treasury Note 1.625% [0.88%]
US Treasury Note 1.125% [0.66%]
US Treasury Note 1.5% [0.57%]
Anheuser Busch Inbev Fin 3.65% [0.54%]
Visa 3.15% [0.54%]
Medtronic 3.5% [0.45%]

Dec 30, 2015
US Treasury Note [1.31%]
US Treasury Note 2% [0.93%]
US Treasury Note 1% [0.75%]
US Treasury Note 1.5% [0.66%]
Apple 2.4% [0.5%]
Medtronic 3.5% [0.41%]
US Treasury Note 1.25% [0.39%]

Sep 29, 2015
US Treasury Note 1% [1.26%]
US Treasury Note 0.875% [0.89%]
US Treasury Note 0.01% [0.64%]
Apple 2.4% [0.56%]
Hsbc Fin 6.676% [0.37%]
Medtronic 3.5% [0.36%]
Cooperatieve Centrale Raiffeis 4.625% [0.35%]
Credit Suisse New York Branch 3.625% [0.35%]
Wal-Mart Stores 2.55% [0.33%]
Click here for Stock Holding Change Map in Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)

  

Latest News on Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

See what is happening with Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX)

 

Vanguard Interm-Term Invmt-Grade Inv Fund (VFICX) Related ResourcesSee more information on Vanguard Interm-Term Invmt-Grade Inv (VFICX) Fund

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