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Vanguard 500 Index Investor VFINX

Analyst rating as of
  • NAV / 1-Day Return 375.78  /  0.25 %
  • Total Assets 278.7 Bil
  • Adj. Expense Ratio
    0.140%
  • Expense Ratio 0.140%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Limited
  • TTM Yield 1.57%
  • Turnover 2%

Morningstar’s Analysis VFINX

Will VFINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

One of the cheapest funds tracking the broadly diversified S&P 500.

Summary

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Vanguard 500 Index offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price. It tracks the market-cap-weighted S&P 500, which has historically been tough for active managers in the large-blend Morningstar Category to beat. Its miniscule expense ratio gives this fund a durable performance edge over its category peers. All of its share classes earn a Morningstar Analyst Rating of Gold except the Investor share class, which is rated Silver rating for its relatively higher fee.

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