Vanguard 500 Index Investor Fund Review
This Vanguard 500 Index Investor Fund Review (VIFNX) is unbiased and no compensation is received for publishing its contents. This is a mutual fund that attempts to mirror the S&P 500 index. This index represents the largest 500 domestic companies in America. The attempt to outperform the index is by investing in the same companies but placing different weight percentages on them than what is in the index itself.
Some of the favorable attributes of this fund is the expense ratio. It is presently at 0.18% which is 0.84% below comparitable funds in this class. It also only takes an investment of $3000 to be a part of this fund.
The fund manager since April of 2005 has been Michael Buek. His investment allocations include stocks in 504 different companies. The ten largest companies hold 18.8% of the fund’s total assets. As of March 31, 2010 the funds diversification in the different sectors is exactly the same as the S&P 500. This includes 18.90% in the Information Technology sector and 16.50% in the Financial sector.
The returns as reported on April 30, 2010 for one year was 38.83%, just 0.01% lower than the S&P 500. This fund YTD return as of May 4, 2010 was at 5.83%.
The volatility measures of this fund were a beta at 1.00 with an R squared at 100 and a standard deviation of 20.21.
Most managers of Vanguard funds that attempt to mirror an index have not achieved this close of a mirror. The problem is that they should do better than just mirror the index like Vanguard 500 Index Investor Fund. Review can go either way, but beating the S&P would make this a good investment. Right now it is just a safe investment with limited profits.
For more reference about investments from Vanguard on this site please view Vanguard Dividend Appreciation ETF (VIG) Review.
For a resource about ETF”s, please view Janus Triton Fund Review which is one our sister site of topperformingmutualfunds.net.
Even further resources about mutual funds and other investments from Fidelity on another sister site of ours is mutualfundexplorer.com please view Fidelity Value Mutual Fund and Small Cap Stock List on stockmarketinvestingblog.com.
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.