Vanguard 500 Index Fund Quote

VFIAX Fund  USD 476.50  2.99  0.63%   

Performance

14 of 100

 
Low
 
High
Good

Odds Of Distress

Less than 34

 
100  
 
Zero
Below Average
Vanguard 500 is trading at 476.50 as of the 19th of March 2024; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 473.51. Vanguard 500 has about a 34 percent probability of financial distress in the next few years of operation but had a somewhat good performance during the last 90 days. Equity ratings for Vanguard 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of November 2022 and ending today, the 19th of March 2024. Click here to learn more.
The fund employs an indexing investment approach designed to track the performance of the Standard Poors 500 Index, a widely recognized benchmark of U.S. stock market performance that is dominated by the 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.. More on Vanguard 500 Index

Moving together with Vanguard Mutual Fund

  0.83STFGX State Farm GrowthPairCorr
  0.61VMIAX Vanguard Materials IndexPairCorr
  0.68VMLUX Vanguard Limited-termPairCorr
  0.67VMLTX Vanguard Limited-termPairCorr
  0.94VMNVX Vanguard Global MinimumPairCorr
  0.65VMMSX Vanguard Emerging MarketsPairCorr
  0.76VMNIX Vanguard Market NeutralPairCorr

Vanguard Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Vanguard 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Vanguard 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationVanguard Funds, Large Growth Funds, Large Blend Funds, Large Blend, Vanguard, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date28th of April 2023
Fiscal Year EndDecember
Vanguard 500 Index [VFIAX] is traded in USA and was established 19th of March 2024. Vanguard 500 is listed under Vanguard category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Vanguard family. This fund at this time has accumulated 852.72 B in net assets with no minimum investment requirementsVanguard 500 Index is currently producing year-to-date (YTD) return of 7.62% with the current yeild of 0.01%, while the total return for the last 3 years was 10.51%.
Check Vanguard 500 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 500 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 500 Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
FBMeta PlatformsStockInternet Content & Information
GOOGAlphabet Class CStockCommunication Services
GOOGLAlphabet Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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Vanguard 500 Target Price Odds Analysis

Based on a normal probability distribution, the odds of Vanguard 500 jumping above the current price in 90 days from now is about 6.59%. The Vanguard 500 Index probability density function shows the probability of Vanguard 500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Vanguard 500 has a beta of 0.9252. This entails Vanguard 500 Index market returns are sensitive to returns on the market. As the market goes up or down, Vanguard 500 is expected to follow. Additionally, the company has an alpha of 0.0315, implying that it can generate a 0.0315 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 476.5HorizonTargetOdds Above 476.5
93.30%90 days
 476.50 
6.59%
Based on a normal probability distribution, the odds of Vanguard 500 to move above the current price in 90 days from now is about 6.59 (This Vanguard 500 Index probability density function shows the probability of Vanguard Mutual Fund to fall within a particular range of prices over 90 days) .

Vanguard 500 Top Holders

PRBMXPimco Realpath BlendMutual FundTarget-Date 2060+
PRBAXPimco Realpath BlendMutual FundTarget-Date 2060+
PRBEXPimco Realpath BlendMutual FundTarget-Date 2060+
PPZAXPimco Realpath BlendMutual FundTarget-Date 2025
PVQNXPimco Realpath BlendMutual FundTarget-Date 2045
PVQDXPimco Realpath BlendMutual FundTarget-Date 2045
PVQAXPimco Realpath BlendMutual FundTarget-Date 2045
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Vanguard 500 Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vanguard 500 market risk premium is the additional return an investor will receive from holding Vanguard 500 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vanguard 500. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vanguard 500's alpha and beta are two of the key measurements used to evaluate Vanguard 500's performance over the market, the standard measures of volatility play an important role as well.

Vanguard 500 Against Markets

Picking the right benchmark for Vanguard 500 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Vanguard 500 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Vanguard 500 is critical whether you are bullish or bearish towards Vanguard 500 Index at a given time. Please also check how Vanguard 500's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Vanguard 500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Vanguard Mutual Fund?

Before investing in Vanguard 500, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Vanguard 500. To buy Vanguard 500 fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Vanguard 500. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Vanguard 500 fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Vanguard 500 Index fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Vanguard 500 Index fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Vanguard 500 Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Vanguard 500 Index?

The danger of trading Vanguard 500 Index is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Vanguard 500 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Vanguard 500. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Vanguard 500 Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Vanguard 500 Index. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.
Note that the Vanguard 500 Index information on this page should be used as a complementary analysis to other Vanguard 500's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.

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Please note, there is a significant difference between Vanguard 500's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vanguard 500 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vanguard 500's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.