Best Vanguard Mid Cap Funds

The best Vanguard Mid Cap Funds is in the ETF category. This is the Vanguard Mid-Cap Value ETF (VOE). The YTD return of this fund as of August 10, 2010 is 6.57%. It also has a one year return of 31.03%. The volatility measures of this fund are a beta at 1.00 and an R squared of 1.00 with a standard deviation of 25.63. The minimum investment for this fund is $3000.
Right next is the Vanguard Mid-Cap Value Index (VMVIX) that also has a decent YTD return of 6.61%. The one year return is slightly less than the ETF at 30.80%. The volatility measures of this fund are a beta at 1.00 and an R squared at 1.00 with a standard deviation of 25.63. This fund also only takes a $3000 to invest in.
The Vanguard Mid-Cap Index Institutional Shares (VMCIX) is also doing better than the rest and is in the positive area. This funds YTD return is 6.18% as of August 10, 2010. The one year return was 24.40 at the end of July. The volatility measures of this fund are a beta at 0.99, the R squared at 1.00 and a standard deviation of 25.46. This fund requires a minimum investment of $5000.
The Vanguard Select Value (VASVX) is in the positive region with an YTD return of 5.02 on the 10th of August 2010. The one year return at the end of July was 24.07%. The volatility measures are a beta at 0.82, the R squared at 0.95 and the standard deviation of 22.54. The minimum to invest in this fund is $25,000.
These Vanguard Funds are the best Vanguard Mid Cap Funds on the YTD category. With the economy still sluggish, investing should be done with a high degree of caution.
For more reference about investments from Vanguard on this site please view Best Vanguard Growth Funds.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.

Best Vanguard Growth Funds

The best Vanguard Growth Funds are dependent on how you look at them. The one with the best YTD return is the Vanguard Growth & Income (VQNPX). It has a YTD return of 2.53% and that’s it. The one month is better at 10.05%, and the 1 year is at 15.75 as of August 2, 2010. But like most growth funds, 99% of the assets are in stocks, so this fund is at the mercy of the stock exchange and the economies of the world that are not showing great resilience yet.

The next top performer for YTD return is the Vanguard Growth Equity (VGEQX). The YTD performance as of August 2, 2010 for this fund is at 1.51%. The one month return is 8.66%, and the one year return is at 16.55%. This fund only has 95% of its assets in stocks with the remainder in cash, but is still controlled by the fluctuations of the stock market.

There are two with YTD returns of 1.11%. The first is Vanguard Growth Index Signal (VIGSX). The one month return as of August 2, 2010 is at 10.23%, and the one year return is at 16.32%. This fund has 100% of its assets in stock.

The second fund is the Vanguard Growth Index Admiral (VIGAX). Its YTD return is 1.11%. The one month is at 10.19%, and the one year return is 16.30% as of August 2, 2010. This fund also has 100% of its assets in stocks.

The growth Vanguard Funds are not performing like they have in the past due to the economic downturn because of the recession. With investors still shaky, this trend might continue for some time. The funds that are heavily invested in bonds are the top performers with returns over 10%. With that said, these are the best Vanguard Growth Funds YTD.

For more reference about investments from Vanguard on this site, please view Best Vanguard Small Cap Funds.

We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember, the bigger the risk, the larger the reward or loss. Invest with caution

Best Vanguard Small Cap Funds

The Best Vanguard Small Cap Funds is just a selection of 8 different funds. 7 of them are mutual funds and 1 is an ETF. The list includes Explorer Value (VEVFX), Small Cap Value Index (VISVX), Small Cap Index (NAESX), Strategic Small-Cap Equity (VSTCX), Tax-Managed Small –Cap (VTMSX), Explorer (VEXPX), Small-Cap Growth Index (VISGX) and the ETF is the Small-Cap ETF (VB).

The VEVFX and the VISVX are value funds. The NAESX, VSTCX and the VTMSX are blend funds and the VEXPX and VISGX are growth funds.

The fund with the best one year performance is the VISVX with a one year return of 27.26% as of June 30, 2010. This fund has its assets in domestic stocks that require a $3000 minimum investment. The YTD return of this fund as of July 26, 2010 was 8.31%.

The second best performer for a one year return was the VB. It had a one year return of 25.23% as of June 30, 2010. This fund invests in small capitalization companies. There is a minimum of $10000 to invest in this ETF. The YTD as of July 26, 2010 was 8.30%.

The third best was the NAESX. This has a one year performance of 25.06% as of June 30, 2010. It invests its assets in small capitalization stocks and requires a minimum of $3000 to invest. The YTD as of July 26, 2010 was 8.16%.

These Vanguard Funds are faring better than most mutual funds and EFT’s that are presently on the market. They are also the Best Vanguard Small Cap Funds as one year performers and YTD performers go.
For more reference about investments from Vanguard on this site please view Best Vanguard Large Cap Funds.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.

Best Vanguard Large Cap Funds

The Best Vanguard Large Cap Funds are a selection of growth, blend, and value.

The best Vanguard Large Cap Growth Fund for the past year is FTSE Social Index fund (VFTSX). For the past one year period, it brought back a return of 18.32 as of June 30, 2010. Its YTD return as of July 19, 2010 is at -2.10%. This, too, is the best of all the large cap growth funds offered by Vanguard.

The best Vanguard Large Cap Blend Fund with the highest return for the past year ending on June 30, 2010 was the Total Stock Market Index Fund (VTSMX). Its one year return was at 15.87%. The best YTD return of a Vanguard Large Cap Blend Fund as of July 19, 2010 was the Dividend Appreciation Index (VDAIX) with a -1.80%.
The best Vanguard Large Cap Value Fund for the past year ending on June 30, 2010 was the Value Index Fund (VIVAX). Its one year return was at 15.89%. The best YTD of the Vanguard Large Cap Value Funds was the Equity Income fund (VEIPX) at -1.38% as of July 19, 2010.
Of all the Vanguard Funds, the best performing Large Cap ETF was the Vanguard Large Cap ETF (VV). It had a one year return of 14.85% as of June 30, 2010. The current price is at $48.81 as of July 19, 2010. The 52-week low was July 20, 2009 at $43.18, and the 52-week high was April 23, 2010 at $55.56.
This is a list of the Best Vanguard Large Cap Funds for a one year span and YTD.
For more reference about investments from Vanguard on this site, please view Vanguards New ETF Funds.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember – the bigger the risk, the larger the reward or loss. Invest with caution.

Vanguards New ETF Funds

The 19 Vanguards New ETF Funds list bring their total number of ETFs to 65 now offered by Vanguard. These new ones were registered with the Securities Exchange Commission on June 24, 2010. The 16 new ones that will become available soon are listed below.

The Vanguard Consumer Discretionary VIPERs (VCR), Vanguard Consumer Staples VIPERs (VDC), Vanguard Extended Market Index VIPERs (VXF), Vanguard Financials VIPERs (VFH), Vanguard Growth VIPERs (VUG), Vanguard Health Care VIPERs (VHT), Vanguard Information Technology VIPERs (VGT), Vanguard Large-Cap VIPERs (VV), Vanguard Materials VIPERs (VAW), Vanguard Mid-Cap VIPERs (VO), Vanguard Small Cap Growth VIPERs (VBK), Vanguard Small Cap Value VIPERS (VBR), Vanguard Small-Cap VIPERs (VB), Vanguard Total Stock Market VIPERs (VTI), Vanguard Utilities VIPERs (VPU), and Vanguard Value VIPERs (VTV).

The only one that has any information about it is the Vanguard S&P 500 ETF. This investment is being said to only have an expense ratio of 0.06%. This is an ETF version of the S&P 500 Mutual Index Fund that first entered the market in 1976.

Melissa Nassar, one of the Vanguard Principals in their financial adviser service group has let it known that these ETFs will be available to the public in the fall, if they are approved by the FSEC.

As with all the Vanguards Funds, individual investors are welcome but the minimum investment is set at $5 million. This means the target markets are the institutional clients and other financial advisors.

With this filing of Vanguards New ETF Funds, this is one firm that believes the market and the economy are on the mend and trust in the stock market will be returning soon.

For more reference about investments from Vanguard on this site, please view Find the Best Vanguard Mutual Funds.

We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember – the bigger the risk, the larger the reward or loss. Invest with caution.

Find the Best Vanguard Mutual Funds

To find the best Vanguard Mutual Funds for a one year performance, all you need to do is keep reading this column. All of the information listed can be found at the Vanguard site or Morningstar.
The top one year performer is the Vanguard REIT Index (VGSIX). This fund has had a one year return of 58.19% as of May 31, 2010. There are a total of 99 stocks in this fund, with the top ten holding 43.4% of the assets as a whole. The volatility measures of this fund are a Beta at 0.97, an R squared at 100, and a standard deviation of 40.66. This is a No Load Fund that requires a minimum of $3000 for an investment. The expenses of this fund are well below the industry average at 0.26%.
The Vanguard Emerging Markets Stock Index Fund (VEIEX) has held its own during the recent slide in stock prices. It had a one year return of 18.51% as of May 31, 2010. Like most Vanguard Funds, this fund has extremely low operating expenses. This fund’s expenses are at 0.40%. The minimum to invest in this fund is $3000.
There are a total of 852 stocks in the fund with the top ten holding 14.2% of the assets as a whole. 100% of the companies that are invested in are in the emerging markets of the world including Brazil, Korea, China, Russia, and Taiwan. The volatility measures of this fund are a Beta at 1.01, the R squared at 99, and the standard deviation of 33.94.
To find the best Vanguard Mutual Funds, all you have to do is look online and search the results. In these troubling times, research is your best friend.
For more reference about investments from Vanguard on this site, please view Best Vanguard Income Funds.
For a resource about mutual funds, please view Primer on Investing in Janus Mutual Funds which is on our sister site of topperformingmutualfunds.net.
Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com, please view How to Get Started Investing in Fidelity Mutual Funds.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember – the bigger the risk, the larger the reward or loss. Invest with caution.

Best Vanguard Income Funds

The best Vanguard Income Funds could be made up of several different kinds of income funds but the overall performer is the Vanguard Wellesley Income Fund (VWINX). This fund has a balanced portfolio of 59.29% in bonds, 37.49% in dividend-paying stocks, with 3.22% in short-term reserves. This fund has a total of 56 stocks in its assets with 387 different bonds. The average maturity of the bonds is at 8.7 years, with a yield to maturity ratio of 3.5%. The credit quality of the bonds is 19.3% at AAA with the second largest grouping in the A2 classification, and the third largest at A1.
The top ten holdings accounted for 12.6% of the assets as a whole at the end of April.
The annual turnover rate of investments of this fund is at 27.1%. Of the 56 stocks held in the assets, 6.8% are of foreign origin. On average, the return on equity of the stocks is at 21.3%. The sectors where the stocks are from include 14.60% from Consumer Staples, 14.30% from Financials, 13.50% from Industrials, 12.30% from Consumer Discretionary, 12.50% from Health Care, and 11.70% from Energy make up the bulk of the investments.
The returns as of May 31, 2010 were for the one year at 16.76%, the 3 year at 2.51%, and for 5 years the return was at 4.88%. The volatility measures against the Wellesley composite are a Beta at 0.87 and an R squared at 0.96, with a standard deviation of 9.39.
Looking at all of the Vanguard Funds, the best Vanguard Income Funds as a safe investment and a good return is the Vanguard Wellesley Income Fund (VWINX). This fund provides a steady income for those who need an income from their investments.
For more reference about investments from Vanguard on this site, please view The Vanguard Group.
For a resource about mutual funds, please view Best Janus Mutual Funds which is on one our sister site of topperformingmutualfunds.net.
Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com, please view Best Fidelity Mutual Fund Portfolio.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember – the bigger the risk, the larger the reward or loss. Invest with caution.

The Vanguard Group

The Vanguard Group is a new type of Investment Company. They are the first client owned investment management company. The purpose was to ensure investors their interest would come first. This was the thoughts of the founding and former chairman John C. Bogle who created this company in 1975.

This was also the first company to offer index funds for individuals to invest in. The set up of the company and the way they fund it is by each mutual fund contributing to the fees associated with running the corporation.

Since its beginning the Vanguard Funds have been a good investment. Because of this they have continued to grow thru the years until today they have become the largest pure no-load mutual fund company in the world.

Today this investment company still has index funds individuals can invest in plus ETF or exchange traded funds along with low cost actively managed mutual funds. The company has also branched out into brokerage services, variable and fixed annuities, educational accounts services, financial planning, asset management and trust services for individuals or groups.

To help with the active management finds, the Vanguard Group has outsources some of the management to many reputable firms including Wellington Management Company.

To pay for all the service and fees of this large company an expense ratio is attached to each investment fund. Most of these are less than 0.5% of the funds profits. Some do exceed it, but the profits from those funds cover the extra cost of running them.

In the Vanguard Group today there are over 100 different mutual funds and ETF’s for investors to choose from to help them save for retirement or any other purpose.

For more reference about investments from Vanguard on this site please view Vanguard Life Strategy Income Fund Review (VASIX).
For a resource about mutual funds, please view Janus Venture Fund which is one our sister site of topperformingmutualfunds.net.
Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com please view Fidelity Select Defense and Aerospace Portfolio (FSDAX).
The site with general stock market information there is Stock Market Investing Basics on stockmarketinvestingblog.com.
ETF information can be found on the resource page of Pure Play ETF Explained on the site etfinvestingblog.com

Vanguard Life Strategy Income Fund Review (VASIX)

This Vanguard Life Strategy Income Fund review (VASIX) takes a look at this fund’s objectives, risks, and performance over recent history of the fund. This is one of the Vanguard Funds that has all of its holdings in other Vanguard mutual funds. This one takes a conservative approach to investment for those in the later stages of their life, when less risk is comforting.

The holdings are to follow as closely as possible the following percentages: 20% in stocks, 60% in bonds, and 20% in short term cash reserves. To meet this, 50.3% of the fund’s assets are in Vanguard Total Bond Market II Index Fund, 24.8% in Vanguard Asset Allocation Fund, 20.0% in Vanguard Short Term Investment Grade Fund, and 4.9% in Vanguard Total Stock Market Index Fund.

This fund has an extremely low expense ratio of 0.23% and requires a minimum of $3000 to invest. The performance of this fund for the last year, as of April 30, 2010, was a one year return of 15.69% and a 10 year return of 4.84%. As of May 27, 2010, the YTD return was 2.93%.

This is rated as a below average risk and above average return, with 4 stars from Morningstar. The volatility measures of this fund are a Beta at 0.46, an R squared at 91, and a Standard deviation of 7.14.

This fund’s assets are in many sectors, but the leading ones are Financial Services with 14.59%, and 11.40% in Energy.

This Vanguard Life Strategy Income Fund review (VASIX) advises investors to invest in this fund if you are looking for a low return, stable investment that involves minimal risk.

For more reference about investments from Vanguard on this site, please view Vanguard Explorer Fund Review (VEXPX).

For a resource about mutual funds, please view Janus Twenty Fund which is one our sister site of topperformingmutualfunds.net.

Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com, please view Fidelity Advisors Fund Review.

Vanguard Explorer Fund Review (VEXPX)

This Vanguard Explorer Fund review (VEXPX) is an honest look at this fund from an outsider’s perspective. This fund seeks investments in small companies with long term capital appreciation. Both fundamental and quantitative analysis is used when determining which companies should be invested in. The growth potential, along with the judgment of the fund’s manager, is the deciding factor as to who gets invested in.

There are a total number of 966 stocks in this fund’s portfolio. Because of the size of the fund and complexity of all the stocks, there are eight different fund managers. There is john Granahan since 1990, Kenneth Abrams since 1994, Edward Antoian since 1997, Ford Draper, Jr. since 2005, James Troyer since 2006, John Heffern since 2006, William Ricks since 2008, and Alexander Thorndike since 2008.

The breakdown of the largest sectors that are invested in are Information Technology with 25.80%, Health Care with 18.90%, Consumer Discretionary with 16.70%, and Industrials with 16.10%. The top ten holdings of this fund contain 6.4% of the fund’s total assets.

The volatility measures of this fund are a Beta at 0.94, an R squared at 0.99, and a standard deviation of 24.18. This fund has been rated by Morningstar with 4 stars as an average return with below average risks.

The one performance of this fund as of April 30, 2010 was 46.49%, with a 5 year return of 4.66%.

This is one of the Vanguard Funds with a very low expense ratio of only 0.54%. It also takes a minimum of $3000 to invest in the Vanguard Explorer Fund. Review (VEXPX) is positive but cautious. As with all investments, never put all of your eggs in one basket, even if it is diversified.

For more reference about investments from Vanguard on this site, please view Vanguard Payout Funds.
For a resource about mutual funds, please view Janus Overseas Fund which is in one of our sister site of topperformingmutualfunds.net.

Even further resources involving Fidelity investments on another sister site of ours is mutualfundexplorer.com, please view Fidelity Advisors Fund Review.