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.
- NAV / 1-Day Return 375.78 / 0.25 %
- Total Assets 278.7 Bil
-
Adj. Expense Ratio
- 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.