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

Mutual Fund Insights: Vanguard Large Cap Index Instl Fund (VLISX)

In-depth Analysis of Vanguard Large Cap Index Instl Fund (VLISX)

Mutual fund chart: Vanguard Large Cap Index Instl Fund (VLISX)

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See Vanguard Large Cap Index Instl Fund (VLISX) performance details as of January 31, 2010

  

    Last Trade: $109.36 on 3/11/2010, Change: +0.45 (0.41%)
Experiment our closing price forecasting tool for Vanguard Large Cap Index Instl Fund (VLISX) (alpha release)

  

Fund Manager - Ryan E. Ludt

Fund Manager Tenure: 6.1 years   [Similar Funds: VLCSX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)
Ludt is a portfolio manager with Vanguard, his employer since 1997. He is Principal of Vanguard. Ludt has managed stock portfolios since 2000 and has managed the fund since its inception.  Get more insights on Ryan E. Ludt

  

What we like about Vanguard Large Cap Index Instl Fund (VLISX) What we like about Vanguard Large Cap Index Instl Fund (VLISX)

Data for Vanguard Large Cap Index Instl Fund (VLISX) as of January 31, 2010

  • Vanguard Large Cap Index Instl Fund (VLISX) management has been with Vanguard Large Cap Index Instl Fund for 6.1 years
  • Vanguard Large Cap Index Instl Fund (VLISX) has good short-term performance (1-year return 34.19% vs 34.15% Large Blend category average)
  • Vanguard Large Cap Index Instl Fund (VLISX) has good mid-term performance (3-year return -6.69% vs -7.17% Large Blend category average)
  • Vanguard Large Cap Index Instl Fund (VLISX) has good Long-term performance (5-year return 0.82% vs 0.19% Large Blend category average)
  • Vanguard Large Cap Index Instl Fund (VLISX) has an annual stock turnover rate of 9.00% vs Large Blend average of 80.36%. It is good that Vanguard Large Cap Index Instl management does not trade extensively for its return.
  • Vanguard Large Cap Index Instl Fund (VLISX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.01, lower than category average of 20.52
  • Vanguard Large Cap Index Instl Fund (VLISX) has a lower management fee than its Large Blend average: 0.09% vs 1.10%
  • Vanguard Large Cap Index Instl Fund (VLISX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Vanguard Large Cap Index Instl Fund (VLISX) What we are cautious about Vanguard Large Cap Index Instl Fund (VLISX)

Data for Vanguard Large Cap Index Instl Fund (VLISX) as of January 31, 2010

  • Vanguard Large Cap Index Instl Fund (VLISX) ratio of up-years vs down years can be improved
  • Vanguard Large Cap Index Instl Fund (VLISX) has a Morningstar rating of 3 and below
See Vanguard Large Cap Index Instl Fund (VLISX) performance details as of January 31, 2010

  

  

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Vanguard Large Cap Index Instl Fund (VLISX) Net Asset

Track net asset change of Vanguard Large Cap Index Instl fund (VLISX)

DateNet Asset
01/2010$255.18M
11/2009$296.75M
10/2009$286.32M
More historic net asset information on Vanguard Large Cap Index Instl Fund (VLISX)

  

Vanguard Large Cap Index Instl Fund (VLISX) Portfolio Allocation

Track portfolio allocation change of Vanguard Large Cap Index Instl fund (VLISX)

DateCashStockBondOther
09/20090.08%99.92%0%0%
06/20090.32%99.68%0%0%
03/20090.07%99.86%0%0.07%
Click here to see more historic asset allocation information on Vanguard Large Cap Index Instl Fund (VLISX)

  

Most Recent Top 10 Holdings in Vanguard Large Cap Index Instl Fund (VLISX)

Discover what Vanguard Large Cap Index Instl Fund (VLISX) manager is buying

30-Sep-09
EXXON MOBIL CP [3.25%]
Microsoft Corporation [2.01%]
GEN ELECTRIC CO [1.69%]
PROCTER GAMBLE CO [1.64%]
JOHNSON AND JOHNS DC [1.63%]
Apple Inc. [1.61%]
JP MORGAN CHASE CO [1.6%]
AT&T INC. [1.55%]
INTL BUSINESS MACH [1.53%]
BK OF AMERICA CP [1.42%]

30-Jun-09
EXXON MOBIL CP [3.88%]
Microsoft Corporation [2.13%]
JOHNSON AND JOHNS DC [1.76%]
PROCTER GAMBLE CO [1.68%]
AT&T INC. [1.64%]
INTL BUSINESS MACH [1.57%]
CHEVRON CORP [1.49%]
JP MORGAN CHASE CO [1.43%]
Apple Inc. [1.42%]
GEN ELECTRIC CO [1.39%]

31-Mar-09
Exxon Mobil Corp. [4.58%]
AT&T Inc [1.96%]
Microsoft Corporation [1.94%]
Johnson & Johnson [1.93%]
Procter & Gamble Co. [1.83%]
Chevron Corporation [1.8%]
INTERNATIONAL BUSINESS MACHINES [1.72%]
Wal-Mart Stores, Inc. [1.62%]
General Electric Co [1.41%]
JPMorgan Chase & Co. [1.31%]
Click here for Stock Holding Change Map in Vanguard Large Cap Index Instl Fund (VLISX)

  

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Latest News on Vanguard Large Cap Index Instl (VLISX)

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