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Mutual Fund Insights: Vanguard Information Technology Idx Adm Fund (VITAX)

In-depth Analysis of Vanguard Information Technology Idx Adm Fund (VITAX)

Mutual fund chart: Vanguard Information Technology Idx Adm Fund (VITAX)

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See Vanguard Information Technology Idx Adm Fund (VITAX) performance details as of February 28, 2010

  

    Last Trade: $28.47 on 3/19/2010, Change: -0.26 (-0.9%)

  

Fund Manager - Michael Perre

Fund Manager Tenure: 6.2 years
Fundmojo Fund Grade: B (Score: 0.68)     (What does this score mean?)
Michael Perre, Principal of Vanguard. Michael Perre has been with Vanguard since 1990; has managed investment portfolios since 1999; and has co-managed the Fund since 2009. Education: B.A., Saint Joseph’s University; M.B.A., Villanova University.  Get more insights on Michael Perre

  

What we like about Vanguard Information Technology Idx Adm Fund (VITAX) What we like about Vanguard Information Technology Idx Adm Fund (VITAX)

Data for Vanguard Information Technology Idx Adm Fund (VITAX) as of February 28, 2010

  • Vanguard Information Technology Idx Adm Fund (VITAX) management has been with Vanguard Information Technology Idx Adm Fund for 6.2 years
  • Vanguard Information Technology Idx Adm Fund (VITAX) has good short-term performance (1-year return 67.42% vs 66.43 % Technology category average)
  • Vanguard Information Technology Idx Adm Fund (VITAX) has good mid-term performance (3-year return 0.86% vs -0.73 % Technology category average)
  • Vanguard Information Technology Idx Adm Fund (VITAX) has good Long-term performance (5-year return 3.82% vs 3.67 % Technology category average)
  • Vanguard Information Technology Idx Adm Fund (VITAX) ratio of up-years vs down years is greater than 2
  • Vanguard Information Technology Idx Adm Fund (VITAX) has an annual stock turnover rate of 12.00% vs Technology average of 183.68%. It is good that Vanguard Information Technology Idx Adm management does not trade extensively for its return.
  • Vanguard Information Technology Idx Adm Fund (VITAX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.62, lower than category average of 26.21
  • Vanguard Information Technology Idx Adm Fund (VITAX) has a lower management fee than its Technology average: 0.28% vs 1.81%
  • Vanguard Information Technology Idx Adm Fund (VITAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Information Technology Idx Adm Fund (VITAX) What we are cautious about Vanguard Information Technology Idx Adm Fund (VITAX)

Data for Vanguard Information Technology Idx Adm Fund (VITAX) as of February 28, 2010

  • Vanguard Information Technology Idx Adm Fund is a focused fund with 56.79% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Vanguard Information Technology Idx Adm Fund (VITAX) has a Morningstar rating of 3 and below
See Vanguard Information Technology Idx Adm Fund (VITAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Technology category?

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Vanguard Information Technology Idx Adm Fund (VITAX) Net Asset

Track net asset change of Vanguard Information Technology Idx Adm fund (VITAX)

DateNet Asset
02/2010$1.07B
01/2010$41.75M
11/2009$35.98M
More historic net asset information on Vanguard Information Technology Idx Adm Fund (VITAX)

  

Vanguard Information Technology Idx Adm Fund (VITAX) Portfolio Allocation

Track portfolio allocation change of Vanguard Information Technology Idx Adm fund (VITAX)

DateCashStockBondOther
09/20090%100%0%0%
07/20090.03%99.97%0%0%
06/20090%100%0%0%
Click here to see more historic asset allocation information on Vanguard Information Technology Idx Adm Fund (VITAX)

  

Most Recent Top 10 Holdings in Vanguard Information Technology Idx Adm Fund (VITAX)

Discover what Vanguard Information Technology Idx Adm Fund (VITAX) manager is buying

30-Sep-09
Microsoft Corporation [9.68%]
Apple Inc. [7.72%]
INTL BUSINESS MACH [7.38%]
Cisco Systems, Inc. [6.34%]
Google Inc. [5.58%]
HEWLETT PACKARD CO [5.27%]
Intel Corporation [5.1%]
Oracle Corporation [3.88%]
QUALCOMM Incorporated [3.48%]
E M C CP [1.6%]

31-Jul-09
Microsoft Corporation [9.43%]
INTL BUSINESS MACH [7.93%]
Apple Inc. [7.29%]
Cisco Systems, Inc. [6.44%]
Intel Corporation [5.37%]
Google Inc. [5.34%]
HEWLETT PACKARD CO [5.23%]
Oracle Corporation [4.48%]
QUALCOMM Incorporated [3.82%]
E M C CP [1.54%]

30-Jun-09
Microsoft Corporation [9.68%]
INTL BUSINESS MACH [8.57%]
Cisco Systems, Inc. [6.46%]
Apple Inc. [6.15%]
Intel Corporation [5.51%]
Google Inc. [5.49%]
HEWLETT PACKARD CO [5.17%]
Oracle Corporation [4.9%]
QUALCOMM Incorporated [4.24%]
VISA INC. [1.64%]
Click here for Stock Holding Change Map in Vanguard Information Technology Idx Adm Fund (VITAX)

  

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