Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Dean L. Boebinger

Houston, TX
(281) 378-8008
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | VFINX Insights | VFINX Score | VFINX Performance | VFINX News | VFINX Allocation | VFINX Holdings Change

Vanguard 500 Index Inv (VFINX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard 500 Index Inv (VFINX) Fund

    Last Trade: $178.32 on 7/31/2014, Change: -3.62 (-1.99%)

 

Graph of Vanguard 500 Index Inv Fund (VFINX) ManagerFund Manager - Michael Buek

Fund Manager Information

Fund Manager Tenure: 22.6 years
Similar Funds: VFIAX 
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: Jun 29, 2014
Fundmojo Fund Grade: A (Score: 0.75)     (What does this score mean?)
Buek is a principal and portfolio manager with Vanguard. Buek has been working for Vanguard since 1987.  Get more insights on Michael Buek

 

Graph of Vanguard 500 Index Inv Fund (VFINX) ProfileVanguard 500 Index Inv Fund (VFINX) Profile

Fund Profile and Description

Vanguard 500 Index Inv Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. Vanguard 500 Index Inv Fund employs a passive management or indexing investment approach designed to track the performance of the Standard & Poor‘s 500 Index, which is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies. It 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.

 

Vanguard 500 Index Inv (VFINX) Fund Strength What we like about Vanguard 500 Index Inv (VFINX) Fund

Data for Vanguard 500 Index Inv Fund (VFINX) as of Jun 29, 2014

  • Vanguard 500 Index Inv Fund (VFINX) management has been with Vanguard 500 Index Inv Fund for 22.6 years
  • Vanguard 500 Index Inv Fund (VFINX) has good short-term performance (1-year return 24.39% vs 23.96% Large Blend category median performance)
  • Vanguard 500 Index Inv Fund (VFINX) has good mid-term performance (3-year return 16.40% vs 15.24% Large Blend category median performance)
  • Vanguard 500 Index Inv Fund (VFINX) has good Long-term performance (5-year return 18.67% vs 17.37% Large Blend category median performance)
  • Vanguard 500 Index Inv Fund (VFINX) ratio of up-years vs down years is greater than 2
  • Vanguard 500 Index Inv Fund (VFINX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard 500 Index Inv Fund (VFINX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard 500 Index Inv Fund (VFINX) has an annual stock turnover rate of 3.00% vs Large Blend average of 48.61%. It is good that Vanguard 500 Index Inv management does not trade extensively for its return.
  • Vanguard 500 Index Inv Fund (VFINX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.26, lower than category average of 13.24
  • Vanguard 500 Index Inv Fund (VFINX) has a lower expense ratio than its Large Blend average: 0.17% vs 1.08%
  • Vanguard 500 Index Inv Fund (VFINX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard 500 Index Inv Fund (VFINX) Weakness What we are cautious about Vanguard 500 Index Inv (VFINX) Fund

Data for Vanguard 500 Index Inv Fund (VFINX) as of Jun 29, 2014

See Vanguard 500 Index Inv Fund (VFINX) performance details as of Jun 29, 2014

 

What do you think?

 

Compare Vanguard 500 Index Inv Fund (VFINX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard 500 Index Inv7.0524.3916.4018.67
Bright Rock Quality Large Cap Investor (BQLIX)7.0421.5316.910Compare
Fidelity Spartan Total Market Index F (FFSMX)6.9524.9816.4219.38Compare
Janus Contrarian D (JACNX)10.0432.9517.6816.91Compare

See top fund managers for Large Blend Category Funds

 

Compare Vanguard 500 Index Inv Fund (VFINX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Large Cap Core AlphaDEX (FEX)8.22%27.35%16.04%
PowerShares Buyback Achievers (PKW)4.60%27.29%19.77%
Madrona Domestic ETF (FWDD)7.34%27.24%18.37%
Rydex S&P Equal Weight (RSP)8.47%27.00%16.65%
Vanguard Total Stock Market ETF (VTI)7.00%25.41%16.48%

 

Graph of Vanguard 500 Index Inv Fund (VFINX) Net Asset TrackingVanguard 500 Index Inv (VFINX) Fund Net Asset

Track net asset change of Vanguard 500 Index Inv fund (VFINX)

DateNet Asset
06/2014$179.72B
03/2014$165.46B
02/2014$163.15B
More historic net asset information on Vanguard 500 Index Inv Fund (VFINX)

  

Graph of Vanguard 500 Index Inv Fund (VFINX) Portfolio TrackingVanguard 500 Index Inv (VFINX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard 500 Index Inv fund (VFINX)

DateCashStockBondOther
05/20140.42%99.49%0%0.09%
02/20140.31%99.69%0%0%
01/20140.65%99.35%0%0%
Click here to see more historic asset allocation information on Vanguard 500 Index Inv Fund (VFINX)

 

graph of Vanguard 500 Index Inv Fund (VFINX) Top 10 Position TrackingTop 10 Holdings in Vanguard 500 Index Inv (VFINX) Fund

Discover what Vanguard 500 Index Inv Fund (VFINX) manager is buying

May 30, 2014
Apple Inc. [3.28%]
Exxon Mobil Corporation Common [2.52%]
Microsoft Corporation [1.79%]
Johnson & Johnson Common Stock [1.67%]
General Electric Company Common [1.56%]
Wells Fargo & Company Common St [1.41%]
Chevron Corporation Common Stoc [1.36%]
Procter & Gamble Company (The) [1.27%]
Berkshire Hathaway Inc Class B [1.23%]
JP Morgan Chase & Co. Common St [1.22%]

Feb 27, 2014
Apple Inc. [2.83%]
Exxon Mobil Corporation Common [2.52%]
Google Inc. [2.04%]
Microsoft Corporation [1.74%]
Johnson & Johnson Common Stock [1.56%]
General Electric Company Common [1.54%]
Chevron Corporation Common Stoc [1.33%]
Wells Fargo & Company Common St [1.33%]
JP Morgan Chase & Co. Common St [1.28%]
Procter & Gamble Company (The) [1.28%]

Jan 30, 2014
Apple Inc. [2.81%]
Exxon Mobil Corporation Common [2.51%]
Google Inc. [2.07%]
Microsoft Corporation [1.8%]
General Electric Company Common [1.59%]
Johnson & Johnson Common Stock [1.56%]
Wells Fargo & Company Common St [1.36%]
Chevron Corporation Common Stoc [1.34%]
JP Morgan Chase & Co. Common St [1.3%]
Procter & Gamble Company (The) [1.3%]
Click here for Stock Holding Change Map in Vanguard 500 Index Inv Fund (VFINX)

  

Latest News on Vanguard 500 Index Inv (VFINX) Fund

See what is happening with Vanguard 500 Index Inv Fund (VFINX)

 

Vanguard 500 Index Inv Fund (VFINX) Related ResourcesSee more information on Vanguard 500 Index Inv (VFINX) Fund

Popular pages on Vanguard 500 Index Inv (VFINX) Fund