Vanguard Institutional Index
(MUTF:VINIX) Watch this mutual fundFind more results for
VINIX
Performance
Trailing returns
| 1 day |
| -1.34% | |||
| 1 week | +0.75% |
| |||
| 4 week |
| -0.06% | |||
| 3 month | +10.43% |
| |||
| YTD | +24.03% |
| |||
| 1 year | +39.41% |
| |||
| 3 years* |
| -5.77% | |||
| 5 years* | +0.78% |
| |||
| *annualized | |||||
| Best 3 month return | +25.88% | |
| Worst 3 month return | -29.61% |
Morningstar statistics
Morningstar category: Large Blend
| Return | Risk | Rating | |
| 3 years | Average | Average |
 
|
| 5 years | Average | Average |
|
| 10 years | Average | Average |
|
| Overall | Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 64.07B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 0.05% | |
| Management fee | - | |
| Fund family | Vanguard |
Asset allocation
| Cash | 0.60% | |
| Stocks | 99.35% | |
| Bonds | 0.05% | |
| Other | 0.00% |
Purchase information
| Initial | $5,000,000 | |
| Additional | $100 | |
| AIP Initial | $5,000,000 | |
| AIP Additional | $50 |
100.27
-0.31 (-0.31%)
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 stocks.
The fund attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up Standard & Poor's 500 index, which is a widely recognized benchmark of U.S. stock market performance that is dominated by the stocks of large U.S. companies.
Fund filings (PDF) »
Fund filings (PDF) »
Asset manager:
Donald Butler (Started: Apr 29, 2005)
Donald Butler (Started: Apr 29, 2005)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | 0.14 | 0.04 | 0.03 | 0.04 | |
| Beta* | 1.00 | 1.00 | 1.00 | 1.00 | |
| Mean annual return | 1.01 | -0.44 | 0.14 | 0.03 | |
| R-squared* | 100.00 | 100.00 | 100.00 | 100.00 | |
| Standard deviation | 23.63 | 19.57 | 15.96 | 16.13 | |
| Sharpe ratio | 0.50 | -0.39 | -0.08 | -0.16 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| ExxonMobil Corporation (XOM) | 4.21% | |
| Microsoft Corporation (MSFT) | 2.25% | |
| Johnson & Johnson (JNJ) | 1.93% | |
| Procter & Gamble Company (PG) | 1.84% | |
| AT&T, Inc. (T) | 1.81% | |
| International Business Machines Corp (IBM) | 1.70% | |
| J.P. Morgan Chase & Co. (JPM) | 1.64% | |
| Chevron Corporation (CVX) | 1.64% | |
| Apple, Inc. (AAPL) | 1.57% | |
| General Electric Company (GE) | 1.53% |