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Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund Ranking and Research

Ranking, Research and Recommendation of Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

    Last Trade: $51.76 on 12/19/2014, Change: -0.04 (-0.08%)

 

Graph of Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) ManagerFund Manager - Gerard C. OReilly

Fund Manager Information

Fund Manager Tenure: 20.0 years
Similar Funds: VTSMX 
Fund Family: Vanguard
Fund Category: Large Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Honorable Mentioning: US News (2011),

 

Graph of Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) ProfileVanguard Total Stock Mkt Idx Adm Fund (VTSAX) Profile

Fund Profile and Description

Vanguard Total Stock Mkt Idx Adm Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. Vanguard Total Stock Mkt Idx Adm Fund employs a passive management strategy designed to track the performance of the MSCI US Broad Market Index, which consists of all the U.S. common stocks traded regularly on the New York Stock Exchange and the Nasdaq over-the-counter market. It typically holds 1,200-1,300 of the stocks in its target index.

 

Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund Strength What we like about Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

Data for Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) as of Nov 29, 2014

  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) management has been with Vanguard Total Stock Mkt Idx Adm Fund for 20.0 years
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has good short-term performance (1-year return 15.55% vs 14.96% Large Blend category median performance)
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has good mid-term performance (3-year return 20.82% vs 19.71% Large Blend category median performance)
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has good Long-term performance (5-year return 16.35% vs 14.56% Large Blend category median performance)
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) ratio of up-years vs down years is greater than 2
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has a Morningstar rating of 4 and above
  • Asset base in Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has an annual stock turnover rate of 4.00% vs Large Blend average of 42.40%. It is good that Vanguard Total Stock Mkt Idx Adm management does not trade extensively for its return.
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.4, lower than category average of 9.74
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) has a lower expense ratio than its Large Blend average: 0.05% vs 1.09%
  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) Weakness What we are cautious about Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

Data for Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) as of Nov 29, 2014

  • Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) is less safe compared to its Large Blend peers
See Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)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 Total Stock Mkt Idx Adm12.5515.5520.8216.35
Fidelity Spartan Total Market Index F (FFSMX)12.5015.4420.7516.34Compare
Janus Contrarian D (JACNX)14.8317.1825.0714.48Compare
Alger Growth & Income Fund Class A (ALBAX)12.9715.9018.5913.62Compare

See top fund managers for Large Blend Category Funds

 

Compare Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite (PBP)3.37%5.51%7.97%
ProShares Credit Suisse 130/30 (CSM)16.47%19.72%22.68%
iShares Morningstar Large Core Index (JKD)16.92%18.35%23.18%
Rydex S&P Equal Weight (RSP)13.74%17.02%21.85%
iShares MSCI USA ESG Select Index (KLD)14.27%16.98%17.98%

 

Graph of Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) Net Asset TrackingVanguard Total Stock Mkt Idx Adm (VTSAX) Fund Net Asset

Track net asset change of Vanguard Total Stock Mkt Idx Adm fund (VTSAX)

DateNet Asset
11/2014$379.84B
10/2014$369.77B
09/2014$360.31B
More historic net asset information on Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)

  

Graph of Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) Portfolio TrackingVanguard Total Stock Mkt Idx Adm (VTSAX) Fund Portfolio Allocation

Track portfolio allocation change of Vanguard Total Stock Mkt Idx Adm fund (VTSAX)

DateCashStockBondOther
10/20140.39%99.61%0%0%
09/20140.55%99.45%0%0%
08/20140.37%99.63%0%0%
Click here to see more historic asset allocation information on Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)

 

graph of Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) Top 10 Position TrackingTop 10 Holdings in Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

Discover what Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) manager is buying

Oct 30, 2014
Apple Inc. [2.91%]
Exxon Mobil Corporation Common [1.85%]
Microsoft Corporation [1.56%]
Johnson & Johnson Common Stock [1.37%]
Wells Fargo & Company Common St [1.25%]
General Electric Company Common [1.16%]
Berkshire Hathaway Inc Class B [1.11%]
Procter & Gamble Company (The) [1.06%]
Chevron Corporation Common Stoc [1.02%]
JP Morgan Chase & Co. Common St [1.02%]

Sep 29, 2014
Apple Inc. [2.78%]
Exxon Mobil Corporation Common [1.85%]
Microsoft Corporation [1.58%]
Johnson & Johnson Common Stock [1.38%]
Wells Fargo & Company Common St [1.25%]
General Electric Company Common [1.18%]
Berkshire Hathaway Inc Class B [1.12%]
JP Morgan Chase & Co. Common St [1.05%]
Chevron Corporation Common Stoc [1.04%]
Procter & Gamble Company (The) [1.04%]

Aug 30, 2014
Apple Inc. [2.78%]
Exxon Mobil Corporation Common [1.92%]
Microsoft Corporation [1.52%]
Johnson & Johnson Common Stock [1.32%]
Wells Fargo & Company Common St [1.22%]
General Electric Company Common [1.17%]
Chevron Corporation Common Stoc [1.11%]
Berkshire Hathaway Inc Class B [1.08%]
JP Morgan Chase & Co. Common St [1.01%]
Procter & Gamble Company (The) [1.01%]
Click here for Stock Holding Change Map in Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)

  

Latest News on Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

See what is happening with Vanguard Total Stock Mkt Idx Adm Fund (VTSAX)

 

Vanguard Total Stock Mkt Idx Adm Fund (VTSAX) Related ResourcesSee more information on Vanguard Total Stock Mkt Idx Adm (VTSAX) Fund

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