Vanguard Growth Index Instl
(MUTF:VIGIX) Watch this mutual fundFind more results for
VIGIX
Performance
Trailing returns
| 1 day |
| -1.19% | |||
| 1 week | +0.57% |
| |||
| 4 week | +0.49% |
| |||
| 3 month | +11.23% |
| |||
| YTD | +32.19% |
| |||
| 1 year | +47.68% |
| |||
| 3 years* |
| -2.65% | |||
| 5 years* | +1.90% |
| |||
| *annualized | |||||
| Best 3 month return | +24.64% | |
| Worst 3 month return | -33.33% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Above Average | Average |
 
|
| 5 years | Average | Below Average |
|
| 10 years | Average | Below Average |
|
| Overall | Average | Below Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 10.79B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.09% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 0.14% | |
| Stocks | 99.80% | |
| Bonds | 0.00% | |
| Other | 0.05% |
Purchase information
| Initial | $5,000,000 | |
| Additional | $100 | |
| AIP Initial | $5,000,000 | |
| AIP Additional | $50 |
26.45
-0.10 (-0.38%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks.
The fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market Growth index, a broadly diversified index of growth stocks of large U.S. companies. It attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Gerard O'Reilly (Started: Dec 30, 1994)
Gerard O'Reilly (Started: Dec 30, 1994)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 6.36 | 0.15 | 1.11 | -1.17 | |
| Beta* | 0.84 | 0.99 | 0.97 | 1.02 | |
| Mean annual return | 1.37 | -0.16 | 0.23 | -0.07 | |
| R-squared* | 94.81 | 99.68 | 93.13 | 90.41 | |
| Standard deviation | 20.32 | 19.43 | 16.05 | 17.29 | |
| Sharpe ratio | 0.80 | -0.22 | -0.01 | -0.22 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Microsoft Corporation (MSFT) | 3.97% | |
| International Business Machines Corp (IBM) | 3.34% | |
| Apple, Inc. (AAPL) | 3.07% | |
| Cisco Systems, Inc. (CSCO) | 2.71% | |
| Wal-Mart Stores, Inc. (WMT) | 2.48% | |
| Google, Inc. (GOOG) | 2.25% | |
| Procter & Gamble Company (PG) | 2.23% | |
| Hewlett-Packard Company (HPQ) | 2.20% | |
| Philip Morris International Inc (PM) | 1.97% | |
| Oracle Corporation (ORCL) | 1.88% |