Vsmax fact sheet
[PDF File] Vanguard Small Cap Index Adm VSMAX - TA-Retirement
http://5y1.org/file/25904/vanguard-small-cap-index-adm-vsmax-ta-retirement.pdf
investment in certain underlying funds based on the fact that those funds are also managed by the advisor or an affiliate or because certain underlying funds may pay higher fees to the advisor do than others. In addition, an advisor’s participation in the primary or secondary market for loans may be deemed
[PDF File] Fact Sheet S&P 500 SPY Equity ETF Trust As of 06/30/2024
http://5y1.org/file/25904/fact-sheet-s-p-500-spy-equity-etf-trust-as-of-06-30-2024.pdf
Fact Sheet Equity As of 06/30/2024 Key Features • ®The SPDR® S&P 500 ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P 500® Index (the “Index”) • The S&P 500 Index is a diversified large cap U.S. index that holds companies across all eleven GICS sectors
[PDF File] Vanguard Small Cap Index - Prudential Retirement
http://5y1.org/file/25904/vanguard-small-cap-index-prudential-retirement.pdf
A Custom Client Separate Account Third Quarter 2023 Fund Fact Sheet - Page 2 Separate Account holds the investment securities, and associated voting rights belong to the Separate Account. Pursuant to CFTC Rule 4.5, PRIAC has claimed an exclusion from registration as a commodity pool operator with respect to the Fund.
[PDF File] Fact Sheet S&P XHB Equity Homebuilders ETF As of 06/30/2024
http://5y1.org/file/25904/fact-sheet-s-p-xhb-equity-homebuilders-etf-as-of-06-30-2024.pdf
Fact Sheet Equity As of 06/30/2024 Key Features • ®The SPDR® S&P Homebuilders ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Homebuilders Select Industry™ Index (the “Index”) • Seeks to provide exposure to the homebuilders segment of the
[PDF File] Vanguard PRIMECAP Fund Admiral Shares
http://5y1.org/file/25904/vanguard-primecap-fund-admiral-shares.pdf
Fact sheet |June 30, 2024. VanguardPRIMECAP Fund. Domestic stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund’s share price and total return to fluctuate within a wide range. The fund is
[PDF File] Vanguard LifeStrategy Conservative Growth Fund
http://5y1.org/file/25904/vanguard-lifestrategy-conservative-growth-fund.pdf
Fact sheet |June 30, 2024. VanguardLifeStrategy Conservative Growth Fund. Balanced fund (stocks and bonds) Connect with Vanguard ® • vanguard.com Plain talk about risk . The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. However, based on the fund’s current allocation between ...
[PDF File] Victory Sycamore Small Company Opportunity Fund Fact …
http://5y1.org/file/25904/victory-sycamore-small-company-opportunity-fund-fact.pdf
Q2 // JUNE 30, 2024 . FUND FACTS. PERFORMANCE. CLASS A: SSGSX CLASS I: VSOIX. VICTORY SYCAMORE SMALL COMPANY. OPPORTUNITY FUND. Past performance does not guarantee future results .
[PDF File] Fact Sheet S&P MIDCAP MDY Equity 400 ETF Trust As of …
http://5y1.org/file/25904/fact-sheet-s-p-midcap-mdy-equity-400-etf-trust-as-of.pdf
Fact Sheet Equity As of 06/30/2024 Key Features • ®The SPDR® S&P MIDCAP 400 ETF Trust seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the S&P MidCap 400® Index (the “Index”) About This Benchmark The S&P MidCap 400® Index provides investors with a benchmark
[PDF File] DoubleLine Flexible Income Fund Fact Sheet
http://5y1.org/file/25904/doubleline-flexible-income-fund-fact-sheet.pdf
June 2024 | Multisector Bond | Tickers: DFLEX/DLINX DoubleLine Flexible Income Fund Month-End Returns June 30, 2024 Jun YTD 1-Year 3-Year 5-Year 10-Year Since Inception DFLEX 0.76 4.39 9.52 1.17 2.26 2.86 2.97
[PDF File] as of June 30, 2024 Invesco Small Cap Value Fund
http://5y1.org/file/25904/as-of-june-30-2024-invesco-small-cap-value-fund.pdf
Performance of a $10,000 investment ($) Class A shares as of June 30, 2024 Class A shares at NAV (June 30, 2014 – June 30, 2024) Invesco Small Cap Value Fund Class A at NAV: $27,056
[PDF File] Vanguard LifeStrategy Moderate Growth Fund
http://5y1.org/file/25904/vanguard-lifestrategy-moderate-growth-fund.pdf
Fact sheet |June 30, 2024. VanguardLifeStrategy Moderate Growth Fund. Balanced fund (stocks and bonds) Connect with Vanguard ® • vanguard.com Plain talk about risk . The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. However, based on the fund’s current allocation between stocks and
[PDF File] VanguardLifeStrategy® Growth Fund - The Vanguard Group
http://5y1.org/file/25904/vanguardlifestrategy-growth-fund-the-vanguard-group.pdf
Fact sheet |June 30, 2024. VanguardLifeStrategy Growth Fund. Balanced fund (stocks and bonds) Connect with Vanguard ® • vanguard.com Plain talk about risk . The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. However, based on the fund’s current allocation between stocks and
[PDF File] VanguardSmall-Cap Index Fund
http://5y1.org/file/25904/vanguardsmall-cap-index-fund.pdf
Fact sheet |June 30, 2024. VanguardSmall-Cap Index Fund. Domestic stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the
[PDF File] Ultra Short Duration Income Fund R6 Share Fact Sheet
http://5y1.org/file/25904/ultra-short-duration-income-fund-r6-share-fact-sheet.pdf
3 | 31 | 2024 For informational purposes only. Not an investment recommendation. Distributed by Putnam Retail Management. FS746_R6 336569 4/24
[PDF File] Factsheet: JPMorgan Small Cap Equity Fund (A)
http://5y1.org/file/25904/factsheet-jpmorgan-small-cap-equity-fund-a.pdf
Fact Sheet | June 30, 2024 | JPMorgan Small Cap Equity Fund A Shares Page 2 of 2 Holdings Top 10 (%) Evercore, Inc., Class A 1.4 Power Integrations, Inc. 1.4 RBC Bearings, Inc. 1.4 Novanta, Inc. 1.5 MACOM Technology Solutions Holdings, Inc. 1.5 Performance Food Group Co. 1.5 Casella Waste Systems, Inc., Class A 1.6 Encompass Health Corp. 1.6
[PDF File] Vanguard Small Cap Index Adm VSMAX
http://5y1.org/file/25904/vanguard-small-cap-index-adm-vsmax.pdf
The information contained herein (including information contained in the Licensee Fact Sheets): (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely.
[PDF File] Asset Allocation Fund | Value Line Funds
http://5y1.org/file/25904/asset-allocation-fund-value-line-funds.pdf
Value Line Asset Allocation Fund LAX/VI(as of 06/30/24) EULAV SecuritiesV LLC, Distributor 3 Year of 689 Funds 5 Year of 649 Funds 10 Year of 493 Funds Overall of 689 Funds Fund Details ManagersStephen Grant / Liane Rosenberg / Ronald
[PDF File] VanguardTotal International Stock Index Fund - The Vanguard …
http://5y1.org/file/25904/vanguardtotal-international-stock-index-fund-the-vanguard.pdf
Fact sheet |June 30, 2024. VanguardTotal International Stock Index Fund. International stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or long periods of time. You should expect the fund’s share price and total return to fluctuate within a ...
[PDF File] VanguardBalanced Index Fund - The Vanguard Group
http://5y1.org/file/25904/vanguardbalanced-index-fund-the-vanguard-group.pdf
Fact sheet |June 30, 2024. VanguardBalanced Index Fund. Balanced fund (stocks and bonds) |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . The fund is subject to several stock and bond market risks, any of which could cause an investor to lose money. However, because stock and bond prices can move in different
[PDF File] Vanguard500 Index Fund - The Vanguard Group
http://5y1.org/file/25904/vanguard500-index-fund-the-vanguard-group.pdf
Fact sheet |June 30, 2024. Vanguard500 Index Fund. Domestic stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the
[PDF File] VanguardSmall-Cap Index Fund
http://5y1.org/file/25904/vanguardsmall-cap-index-fund.pdf
Fact sheet |March 31, 2024. VanguardSmall-Cap Index Fund. Domestic stock fund |Admiral™ Shares. Connect with Vanguard ® • vanguard.com Plain talk about risk . An investment in the fund could lose money over short or even long periods. You should expect the fund’s share price and total return to fluctuate within a wide range, like the
[PDF File] Social Security Changes - COLA Fact Sheet
http://5y1.org/file/25904/social-security-changes-cola-fact-sheet.pdf
Fact Sheet SOCIAL SECURITY Social Security National Press Office Baltimore, MD . 2024 SOCIAL SECURITY CHANGES . Cost-of-Living Adjustment (COLA): Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2022 through the third quarter of 2023, Social Security and Supplemental
[PDF File] Vanguard Small-Cap Index Fund (VSMAX) - Vista401(k
http://5y1.org/file/25904/vanguard-small-cap-index-fund-vsmax-vista401-k.pdf
Percentage of Small-Cap Core Funds outperformed by VSMAX Source: Lipper, a Thomson Reuters Company. Based on total returns as of June 30, 2020. Number of funds in category: 1-year, 857; 3-year, 801; 5-year, 677; 10-year, 481. Only funds with a minimum one-, three-, five-, or ten-year history,
[PDF File] Vanguard Small-Cap Index Fund Admiral Shares - Prudential …
http://5y1.org/file/25904/vanguard-small-cap-index-fund-admiral-shares-prudential.pdf
Fourth Quarter 2022 Fund Fact Sheet. Key Facts. Investment Advisor; Vanguard Group Inc; Asset Class: Small Cap - Blend; Primary Index: Vanguard Spliced Small Cap Index; Broad Based Index: Russell 2000 Index; Net Assets: $44,944.4 Million; Inception Date: 11/13/2000; Ticker: VSMAX; Gross Expense Ratio: 0.05%; Morningstar Category:
[PDF File] Victory Sycamore Established Value Fund Fact Sheet - VCM
http://5y1.org/file/25904/victory-sycamore-established-value-fund-fact-sheet-vcm.pdf
Returns include reinvestment of dividends and capital gains. Performance for periods greater than one year is annualized. Fee
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