Web Images Videos Maps News Shopping Gmail more »
Sign In

Vanguard Mid Capitalization Index

 (MUTF:VIMSX)   Watch this mutual fund
Find more results for VIMSX

Performance

Trailing returns

1 day
   
-1.95%  
1 week   +0.00%  
4 week
   
-3.46%  
3 month   +9.62%
   
YTD   +32.40%
   
1 year   +58.46%
   
3 years*
   
-6.19%  
5 years*   +2.35%
   
*annualized
Best 3 month return+29.45%  
Worst 3 month return-38.25%  

Morningstar statistics

Morningstar category: Mid-Cap Blend
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.47B 
Front load-  
Deferred load-  
Expense ratio0.27%  
Management fee-  
Fund familyVanguard 

Asset allocation

Cash0.08%  
Stocks99.88%  
Bonds0.05%  
Other0.00%  

Purchase information

Initial$3,000  
Additional$100  
IRA Initial$3,000  
AIP Initial$3,000  
AIP Additional$50  
15.54 -0.07 (-0.45%)
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 mid-capitalization stocks. The 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 the stocks of medium-size 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) »
Asset manager:
Donald Butler (Started: May 21, 1998)
Advisor Company:
The Vanguard Group, Inc.
Fund family reports on Morningstar »
PO Box 2600, Valley Forge PA 19482, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 8.44 -0.54 2.94 7.59
Beta* 1.10 0.99 1.20 1.06
Mean annual return 1.80 -0.36 0.36 0.65
R-squared* 92.71 99.47 91.73 83.14
Standard deviation 27.05 23.88 19.89 18.83
Sharpe ratio 0.79 -0.28 0.07 0.26
* Against standard index

Top 10 holdings

Security Net Assets  
Bunge, Ltd. (BG) 0.53%  
Fiserv, Inc. (FISV) 0.53%  
Life Technologies Corp (LIFE) 0.52%  
IntercontinentalExchange, Inc. (ICE) 0.51%  
Computer Sciences Corporation (CSC) 0.49%  
Rockwell Collins, Inc. (COL) 0.48%  
Range Resources Corporation (RRC) 0.47%  
El Paso Corporation (EP) 0.47%  
McAfee, Inc. (MFE) 0.47%  
Intuitive Surgical, Inc. (ISRG) 0.46%