Vanguard Small Cap Index Review
This Vanguard Small Cap Index Review (NAESX) looks at the forgotten stocks by most investors. This fund attempts to mirror the MSCI US Small cap 1750 Index that measures the investment returns of small capitalization stocks.
This fund currently has an expense ratio of 0.28% which is 0.80% lower than the industry normal for similar types of fund which is advantageous to the investor. To invest in this fund a minimum deposit of $3000 is required.
The fund manager has been Michael Buek since 1991. His investment strategy has acquired stock in 1738 different companies with the largest 10 holding 2.5% of the total assets. The main sectors of the economy this fund is invested in are the Financials at 20.50%, Information Technology at 17.50%, Consumer Discretionary at 15.90% and Industrials at 15.40%. This fund is mainly domestic stocks with only 1.2% of them being of foreign source.
This fund has a one year performance of 53.99% as of April 30, 2010. This fund’s inception date was in October of 1960 and the return since then has been 10.47%. The YTD performance as of May 4, 2010 is 14.49%.
The volatility measures of this fund are a beta at 1.00, the R squared at 100 and the Standard deviation of 26.92. Morningstar rates this fund with three stars as an above average risk and above average return.
This is one of the many Vanguard funds that have been a solid investment over time. The Vanguard Small Cap Index Review (NAESX) would be a good addition to any portfolio that is looking to diversify.
For more reference about investments from Vanguard on this site please view Vanguard 500 Index Investor Fund Review.
For a resource about ETF”s, please view Janus Twenty Fund Review which is one our sister site of topperformingmutualfunds.net.
Even further resources about ETF’s and other investments on another sister site of ours is etfinvestingblog.com please view Direxion Financial Bear 3X ETF.
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.