| 39.29 Net Asset Value | +0.28% 1 Day | +10.18% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.05% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +1.00% | 3 years | +12.02% | |
| 3 months | +7.75% | 5 years | +5.98% | |
| 1 year | +16.34% | Since inception | +6.01% |
| VITSX | Category | |
|---|---|---|
| Performance 5-yr return | +5.98% | +4.80% |
| Expense ratio | 0.05% | 1.18% |
| Risk 5 year sharpe ratio | 0.41 | 0.33 |
| Net assets | $242.0B | $2.6B |
| Average market cap | $30.8B | $54.9B |
| Average P/E | 15.3 | 15.7 |
| Portfolio turnover | 3% | 3% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Vanguard |
| Fund manager & tenure | Gerard O'Reilly / 18 Years |
| Minimal initial investment | $5,000,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.48% |
| Industrial materials | 12.20% |
| Energy | 11.29% |
| Healthcare | 10.84% |
| Consumer goods | 10.67% |
| AAPL Apple Inc | 3.17% |
| XOM Exxon Mobil Corporation | 2.54% |
| GE General Electric Co | 1.41% |
| CVX Chevron Corp | 1.35% |
| IBM International Business Machines Corp | 1.32% |
| MSFT Microsoft Corporation | 1.28% |
| T AT&T Inc | 1.23% |
| JNJ Johnson & Johnson | 1.23% |
| PFE Pfizer Inc | 1.19% |
| PG Procter & Gamble Co | 1.19% |
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