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Vanguard 500 Index Investor VFINX

Analyst rating as of
NAV / 1-Day Return
380.15  /  1.24 %
Total Assets
215.6 Bil
Adj. Expense Ratio
0.140%
Expense Ratio
0.140%
Fee Level
Low
Longest Manager Tenure
5.05 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
3,000
Status
Limited
TTM Yield
1.31%
Turnover
4%
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Morningstar’s Analysis

Will VFINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

One of the cheapest funds to track the broadly diversified S&P 500.

Associate Analyst

Summary

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Vanguard 500 Index offers diversified, low-turnover exposure to U.S. large-cap stocks at an attractive price. It tracks the market-cap-weighted S&P 500, which has historically been tough competition for active managers in the large-blend Morningstar Category. Its miniscule expense ratio gives this fund a durable performance edge over its category peers. Its Admiral, Institutional Select, and exchange-traded fund share classes earn a Morningstar Analyst Rating of Gold, while the Investor share class receives a Silver rating due to its relatively higher fee.

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