十年期平均收益率最高的6只基金分别为U.S. Growth,Explorer,Mid-Cap Index Admiral Shares,Small-Cap Index Admiral Shares,Total Stock Market Index Admiral Shares和500 Index Admiral Shares。十年期平均年收益率均超过14%,1、3、5年期平均年收益率均较为优异且稳定。 VanguardETF表现 Ø Vanguard ETF总体...
DFA US Small Cap ETF (DFAS) E/R: 0.26% Vanguard Tax-Managed Small Cap Fund Admiral Shares (VTMSX) E/R: 0.12% See our detailed discussion of the leading options for this asset classhere. Our first choice here is theiShares Microcap Index Fund (IWC). It has an E/R of 0.60%. ...
John Hancock Variable Insurance Trust Small Cap Index Trust Series 2 $18.22 0.73%550.73M LEGHX BrandywineGLOBAL - Small Cap Value Fund - Class R $14.12 1.82%21.69M LSVAX Loomis Sayles Small Cap Value - Admin Class $26.43 1.40%396.02M ...
Mid-Cap Growth Index Fund Admiral SharesEXPENSE RATIO 0.07% As of04/26/2024 TOTAL ASSETS $29.4B As of11/30/2024 SHARE CLASS ASSETS $13.3B As of11/30/2024 YTD RETURN 18.21% As of12/27/2024 BENCHMARK — Overview Performance & Price Fees & Costs Portfolio Yield & Distribution Fund ...
vanguard mid-cap growth index fund admiral shares vmgmx - - vanguard mid-cap value index fund admiral shares vmvax - - vanguard mid-cap index fund admiral shares vimax - - vanguard small-cap value index fund admiral shares vsiax - - vanguard small-cap growth index fund admiral shares vsga...
Example: Vanguard Total Stock Market Index Fund (VTSAX) As an example, let us look more closely at one of Vanguard's broad stock market index mutual funds. The Vanguard Total Stock Market Index Fund (VTSMX) provides diversified exposure to small-, mid-, and large-cap growth and value stock...
Small7.2%7.2%0.0% Style box Vanguard style view is not available. This fund is not accurately defined by style, either because of the fund's investment mandate, or asset class. Composition Subsector weightingsas of11/30/2024 EXPORT DATA ...
See Vanguard 500 Index Fund (VFIAX) mutual fund ratings from all the top fund analysts in one place. See Vanguard 500 Index Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
Vanguard Balanced Index Fund has an expense ratio of 0.18 percent. The fund is closed, but the Admiral shares version can be purchased for a minimum of $3,000 under symbol VBIAX. This is a separate class of shares in Vanguard that generally requires a higher minimum investment but offers ...
Over the ensuing six years, the firm introduced a roster of index funds that solidified its position as the industry’s indexing leader: Vanguard Extended Market Index Fund (1987), Vanguard Small-Cap Index Fund (adapted from an earlier fund and launched by Vanguard in 1989), Vanguard Pacific ...