Vanguard 500 Index Fund Quote

VFINX Fund  USD 506.57  1.28  0.25%   


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Odds Of Distress

Less than 18

Vanguard 500 is trading at 506.57 as of the 21st of June 2024; that is -0.25% down since the beginning of the trading day. The fund's open price was 507.85. Vanguard 500 has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 24th of December 2023 and ending today, the 21st of June 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

  0.67VMLUX Vanguard Limited TermPairCorr
  0.65VMLTX Vanguard Limited TermPairCorr
  0.78VMNVX Vanguard Global MinimumPairCorr

Moving against Vanguard Mutual Fund

  0.61VMNIX Vanguard Market NeutralPairCorr
  0.61VMNFX Vanguard Market NeutralPairCorr

Vanguard Mutual Fund Highlights

Fund ConcentrationVanguard Funds, Large Growth Funds, Large Blend Funds, Large Blend, Vanguard, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date26th of April 2019
Fiscal Year EndDecember
Vanguard 500 Index [VFINX] is traded in USA and was established 21st of June 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 483.17 B in net assets with no minimum investment requirementsVanguard 500 Index is currently producing year-to-date (YTD) return of 14.56% with the current yeild of 0.01%, while the total return for the last 3 years was 10.02%.
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 Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
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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

Other Information on Investing in Vanguard Mutual Fund

Vanguard 500 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 500 security.
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