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Vanguard Mid Cap Index Inv (VIMSX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Mid Cap Index Inv (VIMSX) Fund

    Last Trade: $37.95 on 3/29/2017, Change: +0.13 (0.34%)

 

Graph of Vanguard Mid Cap Index Inv Fund (VIMSX) ManagerFund Manager - Michael A. Johnson

Fund Manager Information

Fund Manager Tenure: 0.9 years
Similar Funds: VIMAX 
Fund Family: Vanguard
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011), Market Watch (2011),

 

Graph of Vanguard Mid Cap Index Inv Fund (VIMSX) ProfileVanguard Mid Cap Index Inv Fund (VIMSX) Profile

Fund Profile and Description

Vanguard Mid Cap Index Inv Fund seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. Vanguard Mid Cap Index Inv Fund employs a passive management investment approach designed to track the performance of the MSCI US Mid Cap 450 Index, a broadly diversified index of stocks of medium-size 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 Mid Cap Index Inv (VIMSX) Fund Strength What we like about Vanguard Mid Cap Index Inv (VIMSX) Fund

Data for Vanguard Mid Cap Index Inv Fund (VIMSX) as of May 30, 2016

  • Vanguard Mid Cap Index Inv Fund (VIMSX) is a new fund and has been performing well against its peers for both one-month and three_month performance
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has good short-term performance (1-year return -2.71% vs -4.08% Mid-Cap Blend category median performance)
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has good mid-term performance (3-year return 10.21% vs 8.11% Mid-Cap Blend category median performance)
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has good Long-term performance (5-year return 9.90% vs 8.53% Mid-Cap Blend category median performance)
  • Vanguard Mid Cap Index Inv Fund (VIMSX) ratio of up-years vs down years is greater than 2
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Mid Cap Index Inv Fund (VIMSX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has an annual stock turnover rate of 15.00% vs Mid-Cap Blend average of 60.70%. It is good that Vanguard Mid Cap Index Inv management does not trade extensively for its return.
  • Vanguard Mid Cap Index Inv Fund (VIMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.08, lower than category average of 12.56
  • Vanguard Mid Cap Index Inv Fund (VIMSX) has a lower expense ratio than its Mid-Cap Blend average: 0.20% vs 1.15%
  • Vanguard Mid Cap Index Inv Fund (VIMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Mid Cap Index Inv Fund (VIMSX) Weakness What we are cautious about Vanguard Mid Cap Index Inv (VIMSX) Fund

Data for Vanguard Mid Cap Index Inv Fund (VIMSX) as of May 30, 2016

  • Vanguard Mid Cap Index Inv Fund (VIMSX) management has been with Vanguard Mid Cap Index Inv Fund for only 0.9 years, it is hard to judge manager's ability based on this fund's operation record
See Vanguard Mid Cap Index Inv Fund (VIMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Vanguard Mid Cap Index Inv Fund (VIMSX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Vanguard Mid Cap Index Inv3.54-2.7110.219.90
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Vanguard Mid Cap Index Inv Fund (VIMSX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Vanguard Mid Cap Index Inv Fund (VIMSX) Net Asset TrackingVanguard Mid Cap Index Inv (VIMSX) Fund Net Asset

Track net asset change of Vanguard Mid Cap Index Inv fund (VIMSX)

DateNet Asset
05/2016$68.97B
03/2016$67.30B
02/2016$61.89B
More historic net asset information on Vanguard Mid Cap Index Inv Fund (VIMSX)

  

Graph of Vanguard Mid Cap Index Inv Fund (VIMSX) Portfolio TrackingVanguard Mid Cap Index Inv (VIMSX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Mid Cap Index Inv fund (VIMSX)

DateCashStockBondOther
04/20160.21%99.79%0%0%
03/20160.22%99.78%0%0%
01/20160.26%99.74%0%0%
Click here to see more historic asset allocation information on Vanguard Mid Cap Index Inv Fund (VIMSX)

 

graph of Vanguard Mid Cap Index Inv Fund (VIMSX) Top 10 Position TrackingTop 10 Holdings in Vanguard Mid Cap Index Inv (VIMSX) Fund

Discover what Vanguard Mid Cap Index Inv Fund (VIMSX) manager is buying

Apr 29, 2016
Ross Stores, Inc. [0.74%]
Edwards Lifesciences Corporatio [0.73%]
Fiserv, Inc. [0.7%]
Equinix, Inc. [0.66%]
Newell Brands Inc. Common Stock [0.64%]
Tyson Foods, Inc. Common Stock [0.62%]
ConAgra Foods, Inc. Common Stoc [0.62%]
Newmont Mining Corporation [0.6%]
Fidelity National Information S [0.6%]
WEC Energy Group, Inc. Common S [0.59%]

Mar 30, 2016
Ross Stores, Inc. [0.76%]
Fiserv, Inc. [0.74%]
Equinix, Inc. [0.66%]
Tyson Foods, Inc. Common Stock [0.63%]
ConAgra Foods, Inc. Common Stoc [0.63%]
Electronic Arts Inc. [0.63%]
Hartford Financial Services Gro [0.61%]
Edwards Lifesciences Corporatio [0.61%]
WEC Energy Group, Inc. Common S [0.61%]
Eversource Energy (D/B/A) Commo [0.6%]

Jan 30, 2016
Ross Stores, Inc. [0.81%]
Fiserv, Inc. [0.76%]
Equinix, Inc. [0.67%]
Electronic Arts Inc. [0.67%]
Dollar Tree, Inc. [0.64%]
Cerner Corporation [0.63%]
ConAgra Foods, Inc. Common Stoc [0.63%]
Dr Pepper Snapple Group, Inc Dr [0.62%]
Roper Technologies, Inc. Common [0.62%]
WEC Energy Group, Inc. Common S [0.61%]
Click here for Stock Holding Change Map in Vanguard Mid Cap Index Inv Fund (VIMSX)

  

Latest News on Vanguard Mid Cap Index Inv (VIMSX) Fund

See what is happening with Vanguard Mid Cap Index Inv Fund (VIMSX)

 

Vanguard Mid Cap Index Inv Fund (VIMSX) Related ResourcesSee more information on Vanguard Mid Cap Index Inv (VIMSX) Fund

Popular pages on Vanguard Mid Cap Index Inv (VIMSX) Fund

  

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