Top 10 vanguard mutual funds
Vanguard Precious Metals And Mining Fund Investor Shares …
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/reports/reportRetrieve.asp?symbol=VGPMX&reportType=mfrc&FundName=Vanguard%20Precious%20Metals%20And%20Mining%20Fund%20Investor%20Shares
Top Ten Holdings as of 03/31/2024 Top 10 Holdings in VGPMX 43.93497% Category Average 15.4% Top 10 holdings are 43.93497% of the total portfolio assets. The category average percent of Portfolio in top 10 holdings is 15.4% Symbol Company Name Industry Percent of Assets ABX.J:XNYSBarrick Gold Corp -- 9.40542% GLCNF Glencore PLC -- …
[PDF File] Vanguard Tax-Managed Balanced Fund Summary Prospectus
https://www.vanguard.com/pub/Pdf/sp103.pdf
Vanguard Tax-Managed Balanced Composite Index consists of two unmanaged benchmarks, weighted 50% in the Russell 1000 Index and 50% in the Bloomberg 1–15 Year Municipal Bond Index. Keep in mind that the Fund’s past performance (before and after taxes) does not indicate how the Fund will perform in the future. Updated performance …
Vanguard Growth Index Fund Admiral Shares VIGAX
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/reports/reportRetrieve.asp?symbol=VIGAX&reportType=mfrc&FundName=Vanguard%20Growth%20Index%20Fund%20Admiral%20Shares
Vanguard Growth Index Fund Admiral SharesVIGAX. Growth of a Hypothetical $10,000 Investmentas of 05/31/2024. This fund has multiple managers, view VIGAX quote page for complete information. 10,000 20,000 30,000 $40,000 14 15 17 19 21 23. This graph represents the growth of a hypothetical investment of $10,000.
[PDF File] Vanguard Russell 1000 Growth Index Trust
https://institutional.vanguard.com/assets/corp/fund_communications/pdf_publish/us-products/investment-profiles/0291.pdf
The Russell 1000 Growth Index returned 11.41% for the three-month period ended March 31. The index s value counterpart, the Russell 1000 Value Index, returned 8.99%. Technology (+13.9%) was the top contributor to return. Consumer discretionary (+7.6%) and health care (+11.6%) were also additive. The sole detractor was real estate ( 2.0%).
Vanguard Japan Stock Index Fund
https://fund-docs.vanguard.com/Japan_Stock_Index_Fund_9383_JPY_EN_SW_INT.pdf?management-style=Index
Top 10 holdings Toyota Motor Corp. 5.9% Mitsubishi UFJ Financial Group Inc. 3.0 Sony Group Corp. 2.6 Tokyo Electron Ltd. 2.6 Hitachi Ltd. 2.4 Keyence Corp. 2.2 Sumitomo Mitsui Financial Group Inc. 2.1 Recruit Holdings Co. Ltd. 1.9 Mitsubishi Corp. 1.9 Shin-Etsu Chemical Co. Ltd. 1.7 Top 10 approximately equals 26.3% of net assets Data as at 31 ...
[PDF File] Vanguard Target Retirement 2060 Fund - Prudential Retirement
https://www.retirement.prudential.com/RSO/web/fundsheets/4F7E-BE4D-C5B7681E39F8.PDF
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a ... The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% ...
[PDF File] Vanguard PRIMECAP Fund
https://institutional.vanguard.com/assets/corp/fund_communications/pdf_publish/us-products/investment-profiles/0059.pdf
the top contributors. NVIDIA (+225%) was the top detractor. Notes: Company returns may differ if a security was held in the portfolio for less than the full period. People and Process Vanguard PRIMECAP Fund seeks long-term capital appreciation, using a fundamental approach to invest in growth-oriented companies at attractive valuation levels.
[PDF File] Vanguard Global Stock Index Fund
https://fund-docs.vanguard.com/Global_Stock_Index_Fund_9178_USD_EN_SW_INT.pdf
Vanguard Global Advisers, LLC Europe Equity Index Team Vanguard Global Stock Index Fund ... Top 10 holdings Microsoft Corp. 4.4% Apple Inc. 4.3 NVIDIA Corp. 4.1 Alphabet Inc. 2.9 ... Median market cap (capitalisation) looks at all companies in a mutual fund portfolio and calculates the mid point market capitalisation. Market capitalisation ...
[PDF File] Factsheet Vanguard FTSE Japan UCITS ETF - The …
https://fund-docs.vanguard.com/FTSE_Japan_UCITS_ETF_USD_Accumulating_9674_EU_INT_UK_EN.pdf
Top 10 holdings Toyota Motor Corp. 5.6% Mitsubishi UFJ Financial Group Inc. 2.6 ... looks at all companies in a mutual fund portfolio and calculates the mid point market capitalisation. Market capitalisation represents ... The Manager of Vanguard Funds plc is Vanguard Group (Ireland) Limited.€Vanguard Asset Management, Limited is a ...
[PDF File] American Funds Washington Mutual Investors Fund - The …
https://institutional.vanguard.com/assets/corp/fund_communications/pdf_publish/us-products/fact-sheet/F6118.pdf
General note. An additional recordkeeping or administrative fee may be charged to participants investing plan assets in the fund. The recordkeeping fee will be deducted directly from participants’ accounts. Please log on to your employer plans at Vanguard.com, or contact Participant Services at 1-800-523-1188, prior to investing, for ...
Vanguard Wellington™ Fund Investor Shares VWELX
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/reports/reportRetrieve.asp?symbol=VWELX&reportType=mfrc&FundName=Vanguard%20Wellington%E2%84%A2%20Fund%20Investor%20Shares
Vanguard Wellington™ Fund Investor Shares (07/29) VWELX 0.26 16.13 4.34 9.13 7.98 8.25 ... Top 10 holdings are 25.88906% of the total portfolio assets. The category average percent of Portfolio in top ... Rating™ The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable ...
[PDF File] Vanguard Target Retirement 2025 Fund - Prudential Retirement
https://www.retirement.prudential.com/RSO/web/fundsheets/40FE-89CD-FA09B1E7FF3F.PDF
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a ... The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% ...
[PDF File] Vanguard Target Retirement 2045 Fund
https://personal1.vanguard.com/pub/Pdf/sp306.pdf
Within seven years after 2045, the Fund’s asset allocation should become similar to that of Vanguard Target Retirement Income Fund. As of September 30, 2023, the Fund’s allocation among the underlying asset classes was as follows: 51.9% 33.5% 10.4% 4.2% At any given time, the Fund’s asset allocation may be affected by a variety of factors ...
[PDF File] Vanguard Target Retirement 2050 Fund - Prudential Retirement
https://www.retirement.prudential.com/RSO/web/fundsheets/4681-B205-CC0200D9B394.PDF
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a ... The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% ...
Vanguard Total Stock Market Index Fund Admiral Shares …
https://www.schwab.wallst.com/Prospect/Research/mutualfunds/reports/reportRetrieve.asp?symbol=VTSAX&reportType=mfrc&FundName=Vanguard%20Total%20Stock%20Market%20Index%20Fund%20Admiral%20Shares
Vanguard Total Stock Market Index ... Top 10 holdings are 29.68904% of the total portfolio assets. The category average percent of Portfolio in top ... Rating™ The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds ...
[PDF File] Exchange-traded funds: Clarity amid the clutter - The …
https://corporate.vanguard.com/content/dam/corp/research/pdf/exchange-traded-funds-clarity-amid-the-clutter-us-isgetfc_022019_online.pdf
Exchange-traded funds (ETFs) have become a sought-after option for U.S. investors, with U.S.-listed ETF assets totaling $3.5 trillion. Although this was much less than the $14.9 trillion in total assets held by mutual funds, ETF assets grew at an annualized rate of 19.4% over the last ten years, versus 7.4% for mutual funds over the same period.
[PDF File] Vanguard Target Retirement 2065 Fund - Prudential Retirement
https://www.retirement.prudential.com/RSO/web/fundsheets/4535-B74E-3635CD7A022F.PDF
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a ... The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% ...
[PDF File] Moving your Vanguard funds to a Vanguard Brokerage Account
https://vanguard.com/pdf/vbafqm.pdf
Distribute them in cash to your settlement fund. Once your Vanguard mutual funds are in your brokerage account, you’ll also have the option of distributions paid on the funds being sent by electronic transfer to your bank. If dividends or capital gains are paid on the date your funds transfer into your brokerage account, they’ll be ...
[PDF File] Vanguard® Target Retirement 2055 Fund - Mutual of Omaha
https://cdn.mutualofomaha.com/getretirementright/documents/investments/vanguard-target-retirement-2055_404a.pdf
The fund invests in a mix of Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2055 (the target year). ... Top 20 Holdings as of 03-31-22 % Assets Vanguard Total Stock Mkt Idx Instl Pls 53.55
[PDF File] Factsheet Vanguard FTSE 250 UCITS ETF
https://fund-docs.vanguard.com/FTSE_250_UCITS_ETF_GBP_Distributing_9525_EU_INT_UK_EN.pdf
31 May 2024. Vanguard FTSE 250 UCITS ETF. (GBP) Distributing - An exchange-traded fund. Inception date: 30 September 2014. Total assets (million) £2,233. |. Share class assets (million) £1,812 as at 31 May 2024. Key ETF facts. Exchange ticker.
[PDF File] Vanguard Target Retirement 2060 Fund
https://personal1.vanguard.com/pub/Pdf/sp1691.pdf
The Fund invests in a mix of Vanguard mutual funds (underlying funds) according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2060 (the target year). The Fund is designed for an investor who plans to withdraw the value of an account in the Fund over a period of many ...
[PDF File] Target-Date Strategy Landscape: 2023 - The Vanguard Group
https://institutional.vanguard.com/content/dam/inst/iig-transformation/insights/pdf/2023/Morningstar-Report-Target-Date-Landscape-March-2023.pdf
mutual fund and CIT flows; CITs accounted for about 82% of Vanguard’s flows. At the end of 2022, 51% of Vanguard’s target-date assets were in its CIT version , marking the first time it surpassed the mutual fund version in assets. × American Funds Target Date Retirement garnered the most flows for target-date mutual funds. Its
[PDF File] Mutual funds offered by Vanguard 403(b) Services
https://www.vanguard.com/pdf/403binvt.pdf
Tier 2. A selection of low-cost Vanguard broad-market index funds and a money market fund that reduces active manager risk. Tier 3. Funds in each asset class, including active and specialty funds, that offer diversification but potentially higher share-price volatility. Tier 1—All-in-one target-date funds . Target Retirement 2020
[PDF File] Fidelity Contrafund - The Vanguard Group
https://institutional.vanguard.com/assets/corp/fund_communications/pdf_publish/us-products/fact-sheet/F0375.pdf
returns, with an emphasis on downside variations, in comparison with the mutual funds in its Morningstar Category. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as Low Risk (LOW), the next 22.5% Below Average (-AVG), the middle 35% Average (AVG), the next 22.5% Above Average (+AVG), and the top
Find out which Vanguard index mutual funds can be …
https://www.vanguard.com/pdf/etfpdf.pdf?INCMPGN=RIG:WO:SecAp:RMWOFR:05292019:TXL:XX:MARVELETFPDF18:AQ:INVT:ETF:XX:XX:X:XX:XX
Find out which Vanguard index mutual funds can be converted tax-free to Vanguard ETFs The following 18 traditional index mutual funds have corresponding ETFs (exchange-traded funds) that now have lower expense ratios, with savings ranging from 10% to almost 30%. Vanguard mutual fund (Admiral Shares) Mutual fund
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