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Fund name: Vanguard 500 Index
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Symbol: VFINX
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Portfolio contains these types of investments:
Tracks the S&P 500 index
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Minimum Investment: $3,000
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1-Year Profit Projection: N/A
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Brief fund description:
Vanguard 500 Index Fund seeks investment results that correspond with the price and yield performance of the S&P 500 index. The fund allocates the percentage of net assets each company receives on the basis of the stock's relative total-market value: its market price per share multiplied by the number of shares outstanding. Shareholders are charged an annual account-maintenance fee of $10 for accounts with less than $10,000. Prior to Dec. 21, 1987, the fund was named Vanguard Index Trust. Prior to 1980, it was named First Index Investment Trust. From that date until Oct. 27, 1998, the fund was named Vanguard Index Trust 500 Portfolio.
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Expenses
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Annual expense ratio: 0.18
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Tax Efficiency: N/A
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Load Type:
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Load Percentage: N/A
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Performance
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Performance 3 Months: N/A
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Performance Year to Date: N/A
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Performance 12 Months: N/A
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Performance 3 Years: N/A
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Performance 5 Years: N/A
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Additional Comments
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Fund Features:
Index Fund
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Fund Strategy:
Tries to mirror, as closely as possible, the S&P 500 Index.
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