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Morningstar

Vanguard 500 Index Investor VFINX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis VFINX

Will VFINX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VFINX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the VFINX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of VFINX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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

Analyst

Summary

| by Lan Anh Tran

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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