| 26.52 Net Asset Value | +0.76% 1 Day | +18.02% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 0.24% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +4.82% | 3 years | +17.18% | |
| 3 months | +8.24% | 5 years | +6.95% | |
| 1 year | +24.38% | Since inception | +9.16% |
| VIMSX | Category | |
|---|---|---|
| Performance 5-yr return | +6.95% | +6.81% |
| Expense ratio | 0.24% | 1.27% |
| Risk 5 year sharpe ratio | 0.40 | 0.35 |
| Net assets | $38.1B | $1.4B |
| Average market cap | $6.4B | $6.4B |
| Average P/E | 17.0 | 18.3 |
| Portfolio turnover | 17% | 17% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Donald Butler / 14 Years |
| Minimal initial investment | $3,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 17.05% |
| Industrial materials | 14.95% |
| Consumer goods | 10.54% |
| Consumer service | 9.84% |
| Energy | 9.79% |
| CF CF Industries Holdings Inc | 0.52% |
| MAT Mattel, Inc. | 0.51% |
| PXD Pioneer Natural Resources Company | 0.51% |
| DLPH Delphi Automotive PLC | 0.48% |
| CERN Cerner Corporation | 0.46% |
| HST Host Hotels & Resorts Inc | 0.46% |
| HOT Starwood Hotels & Resorts Worldwide Inc | 0.46% |
| HOG Harley-Davidson Inc | 0.45% |
| SIRI Sirius XM Radio Inc. | 0.45% |
| MYL Mylan Inc | 0.45% |
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