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Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

    Last Trade: $10.75 on 8/29/2014, Change: 0.00 (0%)

 

Graph of Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) ManagerFund Manager - Gregory Nassour

Fund Manager Information

Fund Manager Tenure: 6.3 years
Similar Funds: VFSIX  VFSUX 
Fund Family: Vanguard
Fund Category: Short-Term Bond
Fund Performance: Jul 30, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)
Honorable Mentioning: Kiplinger (2011),
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 Nassour

 

Graph of Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) ProfileVanguard Short-Term Investment-Grade Inv Fund (VFSTX) Profile

Fund Profile and Description

Vanguard Short-Term Investment-Grade Inv Fund seeks to provide current income. Vanguard Short-Term Investment-Grade Inv Fund invests at least 80% of assets in short and intermediate term corporate bonds and other corporate fixed income obligations. It typically maintains an average weighted maturity of between one and four years. Vanguard Short-Term Investment-Grade Inv Fund may also invest in U.S. government securities, bank obligations, commercial paper, repurchase agreements, and dollar-denominated foreign securities.

 

Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund Strength What we like about Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

Data for Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) as of Jul 30, 2014

  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) management has been with Vanguard Short-Term Investment-Grade Inv Fund for 6.3 years
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has good short-term performance (1-year return 2.63% vs 1.53% Short-Term Bond category median performance)
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has good mid-term performance (3-year return 2.23% vs 1.53% Short-Term Bond category median performance)
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has good Long-term performance (5-year return 3.56% vs 2.70% Short-Term Bond category median performance)
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) ratio of up-years vs down years is greater than 2
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has a lower expense ratio than its Short-Term Bond average: 0.20% vs 0.84%
  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) Weakness What we are cautious about Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

Data for Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) as of Jul 30, 2014

  • Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) has an annual stock turnover rate of 122.00% that is higher than the Short-Term Bond average of 90.02%. This could mean Vanguard Short-Term Investment-Grade Inv is more nimble, but also signal potential high tax impact and high trading fees
See Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) performance details as of Jul 30, 2014

 

What do you think?

 

Compare Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Short-Term Investment-Grade Inv1.542.632.233.56
Cavanal Hill Short Term Inc Inv (APSTX)1.051.602.215.18Compare
BlackRock Low Duration Bd BlackRock (CLDBX)1.652.942.714.11Compare
Prudential Short-Term Corporate Bd Z (PIFZX)1.472.742.643.93Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Corp Bd Idx ETF (VCSH)1.33%2.62%2.72%
SPDR Barclays Capital Short Term Corp Bd (SCPB)0.75%1.61%1.74%
iShares Barclays 1-3 Year Credit Bond (CSJ)0.38%1.13%1.50%
Vanguard Short-Term Bond ETF (BSV)0.77%1.07%1.20%
Vanguard Short-Term Govt Bd Idx ETF (VGSH)0.23%0.45%0.44%

 

Graph of Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) Net Asset TrackingVanguard Short-Term Investment-Grade Inv (VFSTX) Fund Net Asset

Track net asset change of Vanguard Short-Term Investment-Grade Inv fund (VFSTX)

DateNet Asset
07/2014$49.94B
06/2014$49.54B
03/2014$48.85B
More historic net asset information on Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)

  

Graph of Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) Portfolio TrackingVanguard Short-Term Investment-Grade Inv (VFSTX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Short-Term Investment-Grade Inv fund (VFSTX)

DateCashStockBondOther
03/20149.74%0.27%89.94%0.03%
12/20137.25%0%92.7%0.03%
09/20135.36%0%94.5%0.12%
Click here to see more historic asset allocation information on Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)

 

graph of Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) Top 10 Position TrackingTop 10 Holdings in Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

Discover what Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) manager is buying

Mar 30, 2014
US Treasury Note 0.625% [1.17%]
US Treasury Note 1.625% [1.1%]
US Treasury Note 0.75% [0.74%]
US Treasury Note 2.5% [0.58%]
US Treasury Note 0.375% [0.38%]
US Treasury Note 1% [0.36%]
Republic Of Turkey 7% [0.32%]
US Treasury Note 0.25% [0.3%]

Dec 30, 2013
US Treasury Note 1.5% [3.7%]
US Treasury Note 0.625% [1.2%]
US Treasury Note 2.5% [0.6%]
US Treasury Note 0.375% [0.4%]
US Treasury Note 1% [0.37%]
Bear Stearns Cmbs 2007-Pwr17 CMO [0.31%]
Bnp Paribas / Bnp Paribas Us 2.375% [0.31%]
US Treasury Note 0.25% [0.31%]

Sep 29, 2013
US Treasury Note 1.375% [2.59%]
US Treasury Note [1.14%]
US Treasury Note 2.5% [0.64%]
Cap One Cc Tr 2007-2a FRN [0.44%]
US Treasury Note 0.375% [0.41%]
US Treasury Note 1% [0.4%]
Bnp Paribas / Bnp Paribas Us 2.375% [0.36%]
Bear Stearns Cmbs 2007-Pwr17 CMO [0.33%]
US Treasury Note 0.25% [0.32%]
Click here for Stock Holding Change Map in Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)

  

Latest News on Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

See what is happening with Vanguard Short-Term Investment-Grade Inv Fund (VFSTX)

 

Vanguard Short-Term Investment-Grade Inv Fund (VFSTX) Related ResourcesSee more information on Vanguard Short-Term Investment-Grade Inv (VFSTX) Fund

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