Vanguard Financials Index Fund Quote
| VFAIX Fund | USD 53.61 0.18 0.33% |
Performance11 of 100
| Odds Of DistressLess than 19
|
Vanguard Financials is trading at 53.61 as of the 11th of September 2024; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 53.79. Vanguard Financials has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vanguard Financials Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of August 2024 and ending today, the 11th of September 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the MSCI US Investable Market Index Financials 2550, an index made up of stocks of large, mid-size, and small U.S. companies within the financials sector, as classified under the GICS. More on Vanguard Financials Index
Moving together with Vanguard Mutual Fund
Vanguard Mutual Fund Highlights
| Thematic Idea | Money Funds (View all Themes) |
| Fund Concentration | Vanguard Funds, Large Value Funds, Financial Funds, Money Funds, Financial, Vanguard, Large Value, Financial (View all Sectors) |
| Update Date | 30th of September 2024 |
Vanguard Financials Index [VFAIX] is traded in USA and was established 11th of September 2024. Vanguard Financials is listed under Vanguard category by Fama And French industry classification. The fund is listed under Financial category and is part of Vanguard family. The entity is thematically classified as Money Funds. This fund at this time has accumulated 8.92 B in net assets with no minimum investment requirementsVanguard Financials Index is currently producing year-to-date (YTD) return of 18.52% with the current yeild of 0.02%, while the total return for the last 3 years was 7.43%.
Check Vanguard Financials Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Vanguard Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Vanguard Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vanguard Financials Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Vanguard Financials Index Mutual Fund Constituents
| TFC | Truist Financial Corp | Stock | Financials | |
| AIG | American International Group | Stock | Financials | |
| GS | Goldman Sachs Group | Stock | Financials | |
| WFC | Wells Fargo | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| SCHW | Charles Schwab Corp | Stock | Financials | |
| MS | Morgan Stanley | Stock | Financials |
Vanguard Financials Top Holders
| SABCX | Salient Alternative Beta | Mutual Fund | Allocation--70% to 85% Equity | |
| SABAX | Salient Alternative Beta | Mutual Fund | Allocation--70% to 85% Equity | |
| SABIX | Aggressive Balanced Allocation | Mutual Fund | Allocation--70% to 85% Equity | |
| SMPAX | Moderate Balanced Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| SBMCX | Moderate Balanced Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| SBMIX | Moderate Balanced Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| SAMCX | Salient Mlp Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| SAMAX | Moderately Aggressive Balanced | Mutual Fund | Allocation--50% to 70% Equity |
Vanguard Financials Index Risk Profiles
| Mean Deviation | 0.7562 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 0.9706 | |||
| Variance | 0.942 |
Vanguard Financials Against Markets
Other Information on Investing in Vanguard Mutual Fund
Vanguard Financials financial ratios help investors to determine whether Vanguard Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Vanguard with respect to the benefits of owning Vanguard Financials security.
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