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Vanguard Institutional Index Instl Pl (VIIIX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Institutional Index Instl Pl (VIIIX) Fund

    Last Trade: $233.47 on 10/18/2017, Change: +0.18 (0.08%)

 

Graph of Vanguard Institutional Index Instl Pl Fund (VIIIX) ManagerFund Manager - Donald M. Butler

Fund Manager Information

Fund Manager Tenure: 16.8 years
Similar Funds: VINIX 
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)
Donald M. Butler, CFA, Principal of Vanguard. He has been with Vanguard since 1992; has managed investment portfolios since 1997; and has co-managed the Fund since 2009. Education: B.S.B.A., Shippensburg University.  Get more insights on Donald M. Butler

 

Graph of Vanguard Institutional Index Instl Pl Fund (VIIIX) ProfileVanguard Institutional Index Instl Pl Fund (VIIIX) Profile

Fund Profile and Description

Vanguard Institutional Index Instl Pl Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks. Vanguard Institutional Index Instl Pl Fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up 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.

 

Vanguard Institutional Index Instl Pl (VIIIX) Fund Strength What we like about Vanguard Institutional Index Instl Pl (VIIIX) Fund

Data for Vanguard Institutional Index Instl Pl Fund (VIIIX) as of May 30, 2016

  • Vanguard Institutional Index Instl Pl Fund (VIIIX) management has been with Vanguard Institutional Index Instl Pl Fund for 16.8 years
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has good short-term performance (1-year return 1.72% vs -1.15% Large Blend category median performance)
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has good mid-term performance (3-year return 11.05% vs 9.43% Large Blend category median performance)
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has good Long-term performance (5-year return 11.66% vs 10.15% Large Blend category median performance)
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) ratio of up-years vs down years is greater than 2
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Institutional Index Instl Pl Fund (VIIIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has an annual stock turnover rate of 5.00% vs Large Blend average of 53.12%. It is good that Vanguard Institutional Index Instl Pl management does not trade extensively for its return.
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.33, lower than category average of 11.67
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) has a lower expense ratio than its Large Blend average: 0.02% vs 1.02%
  • Vanguard Institutional Index Instl Pl Fund (VIIIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Institutional Index Instl Pl Fund (VIIIX) Weakness What we are cautious about Vanguard Institutional Index Instl Pl (VIIIX) Fund

Data for Vanguard Institutional Index Instl Pl Fund (VIIIX) as of May 30, 2016

  • Vanguard Institutional Index Instl Pl Fund (VIIIX) is less safe compared to its Large Blend peers
See Vanguard Institutional Index Instl Pl Fund (VIIIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Institutional Index Instl Pl Fund (VIIIX)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 Institutional Index Instl Pl3.561.7211.0511.66
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Vanguard Institutional Index Instl Pl Fund (VIIIX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Vanguard Institutional Index Instl Pl Fund (VIIIX) Net Asset TrackingVanguard Institutional Index Instl Pl (VIIIX) Fund Net Asset

Track net asset change of Vanguard Institutional Index Instl Pl fund (VIIIX)

DateNet Asset
05/2016$204.53B
03/2016$199.08B
02/2016$186.30B
More historic net asset information on Vanguard Institutional Index Instl Pl Fund (VIIIX)

  

Graph of Vanguard Institutional Index Instl Pl Fund (VIIIX) Portfolio TrackingVanguard Institutional Index Instl Pl (VIIIX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Institutional Index Instl Pl fund (VIIIX)

DateCashStockBondOther
04/20160.22%99.78%0%0%
03/20160.18%99.82%0%0%
01/20160.45%99.55%0%0%
Click here to see more historic asset allocation information on Vanguard Institutional Index Instl Pl Fund (VIIIX)

 

graph of Vanguard Institutional Index Instl Pl Fund (VIIIX) Top 10 Position TrackingTop 10 Holdings in Vanguard Institutional Index Instl Pl (VIIIX) Fund

Discover what Vanguard Institutional Index Instl Pl Fund (VIIIX) manager is buying

Apr 29, 2016
Apple Inc. [2.88%]
Microsoft Corporation [2.18%]
Exxon Mobil Corporation Common [2.03%]
Johnson & Johnson Common Stock [1.71%]
General Electric Company Common [1.59%]
Facebook, Inc. [1.49%]
Berkshire Hathaway Inc B [1.43%]
Amazon.com, Inc. [1.41%]
AT&T Inc. [1.32%]
JP Morgan Chase & Co. Common St [1.28%]

Mar 30, 2016
Apple Inc. [3.36%]
Microsoft Corporation [2.43%]
Exxon Mobil Corporation Common [1.93%]
Johnson & Johnson Common Stock [1.66%]
General Electric Company Common [1.65%]
Facebook, Inc. [1.46%]
Berkshire Hathaway Inc B [1.4%]
AT&T Inc. [1.34%]
Amazon.com, Inc. [1.27%]
Wells Fargo & Company Common St [1.24%]

Jan 30, 2016
Apple Inc. [3.17%]
Microsoft Corporation [2.57%]
Exxon Mobil Corporation Common [1.89%]
Johnson & Johnson Common Stock [1.69%]
General Electric Company Common [1.6%]
Facebook, Inc. [1.49%]
Wells Fargo & Company Common St [1.36%]
Berkshire Hathaway Inc B [1.34%]
Amazon.com, Inc. [1.32%]
Procter & Gamble Company (The) [1.3%]
Click here for Stock Holding Change Map in Vanguard Institutional Index Instl Pl Fund (VIIIX)

  

Latest News on Vanguard Institutional Index Instl Pl (VIIIX) Fund

See what is happening with Vanguard Institutional Index Instl Pl Fund (VIIIX)

 

Vanguard Institutional Index Instl Pl Fund (VIIIX) Related ResourcesSee more information on Vanguard Institutional Index Instl Pl (VIIIX) Fund

Popular pages on Vanguard Institutional Index Instl Pl (VIIIX) Fund

  

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