Vanguard® Growth Index Fund - Institutional Shares
[Pages:1]Vanguard? Growth Index Fund - Institutional Shares
Release Date
..............................................................................................................................................................................................................................................................................................1.2..-.3..1..-.2.1..................................
Category
Large Growth
Investment Objective & Strategy
From the investment's prospectus
The investment seeks to track the performance of the CRSP US Large Cap Growth Index that measures the investment return of large-capitalization growth stocks.
The fund employs an indexing investment approach designed to track the performance of the index, a broadly diversified index predominantly made up of growth stocks of large U.S. companies. The advisor attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
Past name(s) : Vanguard Growth Index Instl.
Volatility and Risk
Volatility as of 12-31-21
Low
Moderate
Investment High
Category
Portfolio Analysis
Composition as of 12-31-21
U.S. Stocks Non-U.S. Stocks Bonds Cash Other
% Assets
98.8 0.9 0.0 0.3 0.0
Top 10 Holdings as of 12-31-21
% Assets
Apple Inc
11.71
Microsoft Corp
10.68
Inc
6.08
Alphabet Inc Class A
3.69
.T.e..s..l.a...I.n..c....................................................................................3....5..9.
Meta Platforms Inc Class A
3.37
Alphabet Inc Class C
3.30
NVIDIA Corp
2.95
The Home Depot Inc
1.83
Visa Inc Class A
1.48
Risk Measures as of 12-31-21
3 Yr Std Dev
3 Yr Beta
Port Avg Rel S&P 500
18.52
1.06
1.02
.
Rel Cat
0.99
1.03
Principal Risks Loss of Money, Not FDIC Insured, Nondiversification, Market/ Market Volatility, Equity Securities, Industry and Sector Investing, Management
Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.
Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.
Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio % Fund Family Name
Notes
0.04% of fund assets 0.04% of fund assets 0.04%
. . 0.00% 05-14-98 96,751.4 6.00 Vanguard
Morningstar Style BoxTM as of 12-31-21
% Mkt Cap
Large Mid Small
G...i.a..n..t.........................................6..0.....0..7.
Large
27.78
Medium
12.10
S...m...a..l.l..........................................0.....0..5.
Value Blend Growth
Micro
0.00
Morningstar Equity Sectors as of 12-31-21
% Fund
h ........C...y.c..l.i.c..a..l............................................................................2..8....5..5.
r Basic Materials
1.69
t Consumer Cyclical
18.80
y Financial Services
5.65
u Real Estate
2.41
j ........S...e..n..s..it..i.v.e...........................................................................6..1....3..8.
i Communication Services
14.95
o Energy
0.27
p Industrials
4.14
a Technology
42.02
k ........D...e..f.e..n..s..i.v..e.........................................................................1..0....0..7.
s Consumer Defensive
2.28
d Healthcare
7.79
f Utilities
0.00
Waiver Data
Type
.
.
Exp. Date
%
.
.
Portfolio Manager(s)
Gerard O'Reilly. Since 1994.
Walter Nejman. Since 2016.
................................................................................................
Advisor
Vanguard Group Inc
Subadvisor
.
?2022 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .
?
13.7593-421 (01/22) CN1943339_1223
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- vanguard growth index fund institutional shares
- vanguard growth etf summary prospectus
- vanguard mid cap growth index admiral vmgmx
- vanguard growth etf vug
- vanguardgrowth index fund
- investment policy statement vanguard
- choosing an index fund bivio
- examining a stock fund s portfolio part 2
- the best funds from dimensional fund advisors and vanguard
- investment account tracking
Related searches
- vanguard 500 index fund performance
- vanguard 500 index fund investor shares vfinx
- vanguard 500 index fund adm shares
- vanguard 500 index fund returns
- vanguard 500 index fund symbol
- vanguard 500 index fund admiral shares report
- vanguard small cap growth index fund admiral
- vanguard institutional index fund institutional shares
- vanguard growth index fund performance
- vanguard growth index fund review
- ishares s p 500 index fund institutional class
- vanguard growth index fund admiral shares