Vanguard Small-Cap Index Fund Institutional Shares A Mutual Fund First Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Vanguard Group Inc Asset Class Small Cap - Blend Primary Index CRSP US Small Cap Index Broad Based Index Russell 2000 Index Net Assets $12,007.5 Million Inception Date 07/07/1997 Ticker VSCIX Gross Expense Ratio 0.04% 07/06/2020 29/06/2020 Vanguard Funds by Style Box. Vanguard uses a 9-box grid called a "style box" to show how our domestic stock fund holdings are distributed by primary investment style (growth, value, or blend) and market capitalization category (large-, mid-, and small-cap companies). Knowing a fund's investment style can help you understand how it might fit in your portfolio. This information can also help you
I thought of a discussion that might prove interesting for us. A lot of us here own several mutual funds in our overall portfolio. However, I thought it might be telling if we shared our top 5 largest mutual fund holdings. This would say something about what funds we own which are our "highest co 10% Oakmark Fund 10% Vanguard Dividend Appreciation Index. Vanguard Extended Market Index 7%. 10% of the Vanguard Total International Stock Index . 4% Oakmark International Small Cap. 30% Metropolitan West Total Return Bonds. 7% Fidelity Short Term Bond (FSHBX) 12% Vanguard Inflation-Protected Short-Term Index (VTAPX) 2020 yield (until June 30): -2.60%. Retirement Saver Portfolios, … Vanguard Small-Cap Index has some great features. Its well-diversified portfolio and rock-bottom expense ratio should provide a sustainable edge over its Morningstar Category peers.
If you're already a Vanguard client: Call 800-888-3751. Monday through Friday 8 a.m. to 8 p.m., Eastern time Understand Vanguard's principles for investing success. See how 9 model portfolios have performed in the past. Compare ETFs vs. mutual funds. Get answers to common ETF questions 24/07/2020 · VSCIX | A complete Vanguard Small-Cap Index Fund;Institutional mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates.
The Fund employs a passive management – or indexing – investment approach and seeks to provide long-term capital growth by tracking the performance of the MSCI World Small Cap Index (the “Index”).The Index is comprised of small-sized company stocks in developed markets.The Fund attempts to: 1. Vanguard Small-Cap Index Fund (Admiral Shares) AS OF 2020-03-31 INVESTMENT STRATEGY: The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The fund employs an indexing investment approach designed to track the performance of the CRSP